ETF Versus

XLE vs XLI

State Street Energy Select Sector SPDR ETF vs State Street Industrial Select Sector SPDR ETF

Last updated: 2026-04-02

XLE State Street

State Street Energy Select Sector SPDR ETF (XLE) is an exchange-traded fund issued by State Street that provides exposure to us sector - energy securities. It charges a low expense ratio of 0.09%. The fund offers an attractive dividend yield of 2.52%. Launched in 1998, the fund has a 28-year track record.

AUM: N/A ER: 0.09% Yield: 2.52% Since: 1998-12-22
XLI State Street

State Street Industrial Select Sector SPDR ETF (XLI) is an exchange-traded fund issued by State Street that provides exposure to us sector - industrials securities. It charges a low expense ratio of 0.09%. The fund offers a moderate dividend yield of 1.25%. Launched in 1998, the fund has a 28-year track record.

AUM: $25.6B ER: 0.09% Yield: 1.25% Since: 1998-12-22

Quick Verdict

XLE has edged ahead over the past year (25.9% vs 23.4%). Income investors may prefer XLE for its higher yield (2.5% vs 1.3%).

Key Metrics

Metric XLE XLI
Expense Ratio 0.09% 0.09%
Dividend Yield 2.5% 1.3%
Fund Family State Street State Street
Category US Sector - Energy US Sector - Industrials

Performance Chart

Indexed to 100 at start (5-year comparison)

80 114 148 182 216 250 2021-04 2022-06 2023-10 2024-12 2026-04
XLE +141.4%
XLI +64.2%

Performance Comparison

Period XLE XLI Difference
1 Month +4.88% -6.38% +11.26%
3 Months +29.86% +3.96% +25.90%
6 Months +32.69% +5.87% +26.82%
YTD +29.86% +3.96% +25.90%
1 Year +25.95% +23.44% +2.51%
3 Years +36.94% +62.04% -25.10%
5 Years +141.42% +64.24% +77.18%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period XLE Fees XLI Fees You Save
$10,000 10 years $179 $179 $0
$10,000 20 years $771 $771 $0
$10,000 30 years $2,486 $2,486 $0
$50,000 10 years $896 $896 $0
$50,000 30 years $12,428 $12,428 $0
$100,000 30 years $24,855 $24,855 $0

Risk Metrics

Based on 5 years of daily returns

Metric XLE XLI
Annualized Volatility 26.0% 17.2%
Max Drawdown -26.9% -22.7%
Sharpe Ratio 0.64 0.40

Dividend Comparison

Metric XLE XLI
Annual Dividend (per share) $1.49 $2.05
Dividend Yield 2.52% 1.25%
Distribution Frequency Quarterly Quarterly

Top Holdings

XLI Top Holdings

NameWeight
General Electric Co680.74%
Caterpillar Inc561.69%
RTX Corp515.19%
GE Vernova Inc371.52%
Boeing Co/The356.20%
Uber Technologies Inc355.71%
Union Pacific Corp287.47%
Honeywell International Inc259.50%
Eaton Corp PLC259.19%
Deere & Co245.23%

Which One Should You Choose?

Choose XLE if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

Choose XLE if...

you prioritize dividend income and want higher regular distributions from your portfolio.

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