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XLE vs FENY

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

XLE

State Street Energy Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$41.4B

FENY

Fidelity MSCI Energy Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.0B

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

XLEFENY
Annual cost (TER)0.08%0.08%
Fund size (AUM)$41.4B$2.0B
Since19982013
Dividend yield2.50%2.36%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+49.7%+50.8%
CAGR 3Y+18.7%+19.4%
CAGR 5Y+21.2%+21.4%
Sharpe 3Y0.740.77
Volatility 1Y20.22%20.09%
Max drawdown-66.81%-69.07%

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

Similar to XLE and FENY