Skip to content
Beacon
Screener

XLE vs EIPX

State Street Energy Select Sector SPDR ETF vs FT Energy Income Partners Strategy ETF

XLE

State Street Energy Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$41.4B

EIPX

FT Energy Income Partners Strategy ETF

First Trust

Annual cost

0.95%

Fund size

$532M

Key differences

  • XLE costs 0.87% less per year.
  • XLE is significantly larger than EIPX — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, EIPX has delivered higher annualized returns.
  • XLE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLEEIPX
Annual cost (TER)0.08%0.95%
Fund size (AUM)$41.4B$532M
Since19982022
Dividend yield2.50%2.61%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+43.5%+32.6%
CAGR 3Y+16.4%+21.0%
CAGR 5Y+21.3%N/A
Sharpe 3Y0.651.16
Volatility 1Y20.49%11.12%
Max drawdown-66.81%-15.43%

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

Similar to XLE and EIPX