XLF vs XLE

Both XLE and XLF are ETFs. XLE has a higher 5-year return than XLF (8.9% vs 5.56%). XLE and XLF have the same expense ratio (0.1%). Below is the comparison between XLE and XLF.

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XLE XLF
Security Type ETF ETF
Finny Score 50 50
Category Equity Energy Financial
Family State Street Global Advisors State Street Global Advisors
Net Assets N/A N/A
Expense Ratio 0.10% 0.10%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.61% 1.99%
Underlying Index S&P Energy Select Sector Index S&P Financial Select Sector Index
YTD Return 4.66% 0.56%
1-Year Return 21.75% 7.85%
3-Year Return 46.83% 14.50%
5-Year Return 8.90% 5.56%
10-Year Return 4.57% 9.53%

XLE

XLE description

The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund is an exchange traded fund launched by State Street Global Advisors, Inc. It is managed by SSGA Funds Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across energy sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the Energy Select Sector Index, by using full replication technique. The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund was formed on December 16, 1998 and is domiciled in the United States.

XLE performance & returns
YTD Return 4.66%
1-Month Return 1.77%
3-Month Return 13.71%
1-Year Return 21.75%
3-Year Return 46.83%
5-Year Return 8.90%
10-Year Return 4.57%
XLE expense ratio is 0.1%.

XLE holdings

Top 10 Holdings (73.16% of Total Assets)

Name Symbol % Assets
Exxon Mobil Corp XOM 21.53%
Chevron Corp CVX 18.37%
SLB SLB 5.38%
ConocoPhillips COP 4.66%
EOG Resources Inc EOG 4.50%
Marathon Petroleum Corp MPC 4.35%
Pioneer Natural Resources Co PXD 3.99%
Phillips 66 PSX 3.76%
Valero Energy Corp VLO 3.37%
Occidental Petroleum Corp OXY 3.24%

XLE pros

The following are XLE strengths from our perspective:

  • XLE 3-year return is 46.83%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
  • XLE 5-year return is 8.9%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
  • XLE expense ratio is 0.1%, which is considered low. Nice job picking a low-cost fund.

XLE cons

The following are XLE weaknesses from our perspective:

  • XLE net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • XLE 10-year return is 4.57%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
  • XLE 15-year return is 3.17%, which is lower than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.

Other relevant XLE comparisons

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XLF

XLF description

The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund is an exchange traded fund launched by State Street Global Advisors, Inc. It is managed by SSGA Funds Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across financials sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the Financial Select Sector Index, by using full replication technique. The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund was formed on December 16, 1998 and is domiciled in the United States.

XLF performance & returns
YTD Return 0.56%
1-Month Return 0.39%
3-Month Return 2.81%
1-Year Return 7.85%
3-Year Return 14.50%
5-Year Return 5.56%
10-Year Return 9.53%
XLF expense ratio is 0.1%.

XLF holdings

Top 10 Holdings (55.72% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 13.66%
JPMorgan Chase & Co JPM 9.08%
Visa Inc Class A V 8.46%
Mastercard Inc Class A MA 7.35%
Bank of America Corp BAC 4.23%
Wells Fargo & Co WFC 3.30%
S&P Global Inc SPGI 2.73%
Morgan Stanley MS 2.36%
The Goldman Sachs Group Inc GS 2.32%
BlackRock Inc BLK 2.23%

XLF pros

The following are XLF strengths from our perspective:

  • XLF 3-year return is 14.5%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
  • XLF 10-year return is 9.53%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
  • XLF expense ratio is 0.1%, which is considered low. Nice job picking a low-cost fund.

XLF cons

The following are XLF weaknesses from our perspective:

  • XLF net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • XLF 5-year return is 5.56%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
  • XLF 15-year return is 2.13%, which is lower than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.

Other relevant XLF comparisons

You may also want to check out the following XLF comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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