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FENY vs XLE

Fidelity MSCI Energy Index ETF vs State Street Energy Select Sector SPDR ETF

FENY

Fidelity MSCI Energy Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.0B

XLE

State Street Energy Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$41.4B

Key differences

  • XLE is significantly larger than FENY — larger funds tend to be more liquid and less likely to close.
  • XLE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FENYXLE
Annual cost (TER)0.08%0.08%
Fund size (AUM)$2.0B$41.4B
Since20131998
Dividend yield2.36%2.50%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+50.8%+49.7%
CAGR 3Y+19.4%+18.7%
CAGR 5Y+21.4%+21.2%
Sharpe 3Y0.770.74
Volatility 1Y20.09%20.22%
Max drawdown-69.07%-66.81%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FENY and XLE