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XLSI vs. XLE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XLSI vs. XLE

Last updated Jun 23, 2026

XLSI (Consumer Staples Select Sector SPDR Premium Income ETF) and XLE (State Street Energy Select Sector SPDR ETF) are both exchange-traded funds - XLSI is a Derivative Income fund actively managed by State Street, while XLE is a Energy Equities fund tracking the Energy Select Sector Index. XLSI is actively managed, while XLE is passively managed. At a 0.10 correlation, their price movements are largely independent. XLSI charges 0.35%/yr vs 0.08%/yr for XLE.

Performance

XLSI vs. XLE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Consumer Staples Select Sector SPDR Premium Income ETF (XLSI) and State Street Energy Select Sector SPDR ETF (XLE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XLSI achieves a 3.26% return, which is significantly lower than XLE's 22.58% return.

XLSI

1D
-0.51%
1M
-1.08%
YTD
3.26%
6M
3.30%
1Y
—
3Y*
—
5Y*
—
10Y*
—

XLE

1D
1.26%
1M
-8.47%
YTD
22.58%
6M
23.97%
1Y
26.32%
3Y*
15.44%
5Y*
18.90%
10Y*
9.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLSI vs. XLE - Yearly Performance Comparison

2026 (YTD)2025
XLSI
Consumer Staples Select Sector SPDR Premium Income ETF		3.26%-1.06%
XLE
State Street Energy Select Sector SPDR ETF		22.58%2.25%

Correlation

The correlation between XLSI and XLE is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 30, 2025

0.10

XLSI vs. XLE - Sectors Allocation Comparison

Sectors
XLSI
XLE

Financial Services

99.6%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

100.0%

Healthcare

-

-

Industrials

-

-

Real Estate

-

-

Technology

-

-

Utilities

-

-

Financial Services

XLSI
99.6%
XLE

-

Basic Materials

XLSI

-

XLE

-

Communication Services

XLSI

-

XLE

-

Consumer Cyclical

XLSI

-

XLE

-

Consumer Defensive

XLSI

-

XLE

-

Energy

XLSI

-

XLE
100.0%

Healthcare

XLSI

-

XLE

-

Industrials

XLSI

-

XLE

-

Real Estate

XLSI

-

XLE

-

Technology

XLSI

-

XLE

-

Utilities

XLSI

-

XLE

-

Compare stocks, funds, or ETFs

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Consumer Staples Select Sector SPDR Premium Income ETF

State Street Energy Select Sector SPDR ETF

Often compared with XLSI:
XLSI vs. OMAHXLSI vs. XLUIXLSI vs. FAIXLSI vs. BAIXLSI vs. XLUXLSI vs. BILXLSI vs. CHPY
Often compared with XLE:
XLE vs. VDEXLE vs. USOXLE vs. XOPXLE vs. XLUXLE vs. XLKXLE vs. IXCXLE vs. FENY

Return for Risk

XLSI vs. XLE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XLSI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

XLE
XLE Risk / Return Rank: 3636
Overall Rank
XLE Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
XLE Sortino Ratio Rank: 3434
Sortino Ratio Rank
XLE Omega Ratio Rank: 3232
Omega Ratio Rank
XLE Calmar Ratio Rank: 3939
Calmar Ratio Rank
XLE Martin Ratio Rank: 3838
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XLSI vs. XLE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Consumer Staples Select Sector SPDR Premium Income ETF (XLSI) and State Street Energy Select Sector SPDR ETF (XLE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

XLSIXLEDifference
Sharpe ratioReturn per unit of total volatility

—

1.26

—

Sortino ratioReturn per unit of downside risk

—

1.75

—

Omega ratioGain probability vs. loss probability

—

1.21

—

Calmar ratioReturn relative to maximum drawdown

—

1.88

—

Martin ratioReturn relative to average drawdown

—

5.70

—

XLSI vs. XLE - Sharpe Ratio Comparison

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Drawdowns

XLSI vs. XLE - Drawdown Comparison

The maximum XLSI drawdown since its inception was -7.87%, smaller than the maximum XLE drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for XLSI and XLE.

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Drawdown Indicators

XLSIXLEDifference

Max Drawdown

Largest peak-to-trough decline

-7.87%

-71.26%

+63.39%

Max Drawdown (1Y)

Largest decline over 1 year

—

-14.05%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-20.14%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-26.04%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-66.81%

—

Current Drawdown

Current decline from peak

-5.07%

-12.96%

+7.89%

Average Drawdown

Average peak-to-trough decline

-3.26%

-17.97%

+14.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

4.66%

—

Volatility

XLSI vs. XLE - Volatility Comparison

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Volatility by Period

XLSIXLEDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

7.06%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

16.89%

—

Volatility (1Y)

Calculated over the trailing 1-year period

10.70%

20.96%

-10.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.70%

25.98%

-15.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.70%

29.62%

-18.92%

XLSI vs. XLE - Expense Ratio Comparison

XLSI has a 0.35% expense ratio, which is higher than XLE's 0.08% expense ratio.

Dividends

XLSI vs. XLE - Dividend Comparison

XLSI's dividend yield for the trailing twelve months is around 10.61%, more than XLE's 3.47% yield.

PositionTTM20252024202320222021202020192018201720162015
XLE
State Street Energy Select Sector SPDR ETF		3.47%3.28%3.36%3.55%3.68%4.21%5.62%6.72%3.54%3.03%2.26%3.39%
XLSI
Consumer Staples Select Sector SPDR Premium Income ETF		10.61%5.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

XLSI and XLE have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XLE is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XLE is cheaper with a 0.08% expense ratio, compared with 0.35% for XLSI.

XLSI has the higher dividend yield at 10.61%, compared with 3.47% for XLE.

XLSI is categorized as Derivative Income, while XLE is Energy Equities. Their fees differ too: 0.35% for XLSI and 0.08% for XLE.

Portfolio Optimizer

Find the right allocation for XLSI and XLE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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