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XLE

Energy Select Sector SPDR Fund

1Y Return
+8.5%
Expense Ratio
0.09%
Dividend Yield
3.25%
AUM
$35.8B
Basic Info
IssuerState Street
CategoryEnergy
Inception Date1998-12-16

Tracks U.S. energy sector companies including ExxonMobil and Chevron.

Returns & Risk
1Y Return+8.5%
3Y (Ann.)+18.2%
5Y (Ann.)+12.8%
Volatility25.5%
Sharpe Ratio0.62
Max Drawdown-35.8%
Top 10 Holdings
ExxonMobil
22.5%
Chevron
18.2%
ConocoPhillips
8.5%
Schlumberger
5.2%
EOG Resources
4.8%
Marathon Petroleum
4.5%
Phillips 66
3.8%
Pioneer Natural Resources
3.5%
Valero Energy
3.2%
Kinder Morgan
2.8%
Sector Allocation
Oil & Gas
62.5%
Energy Equipment
15.2%
Refining
12.8%
Pipelines
5.5%
Coal
4.0%
Historical Annual Returns
Annual returns over the past 6 years
66%-34%
-33.5%
2020
+53.2%
2021
+65.8%
2022
-1.2%
2023
+5.8%
2024
-2.5%
2025
AI Analysis

XLE each have distinct characteristics. XLE led with a 1-year return of +8.5%, while XLE returned +8.5%. XLE has the lowest expense ratio at 0.09%. See detailed comparison below.

Investor Profile

Conservative: Focus on low-volatility, high-dividend ETFs. Keep total allocation under 60% of portfolio Aggressive: Core position in XLE (50%) with diversified allocation for the rest Moderate: 30-40% per ETF with periodic rebalancing

Risk Warning

The highest volatility reaches 25.5%, meaning potential drawdowns exceeding 38% in a single year. Historical max drawdown reached -35.8% — prepare both mentally and financially. Past performance does not guarantee future results. Make decisions based on your financial situation and risk tolerance