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XLE vs IEO

State Street Energy Select Sector SPDR ETF vs iShares U.S. Oil & Gas Exploration & Production ETF

XLE

State Street Energy Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$41.4B

IEO

iShares U.S. Oil & Gas Exploration & Production ETF

iShares

Annual cost

0.38%

Fund size

$608M

Key differences

  • XLE costs 0.30% less per year.
  • XLE is significantly larger than IEO — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, XLE has delivered higher annualized returns.
  • XLE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLEIEO
Annual cost (TER)0.08%0.38%
Fund size (AUM)$41.4B$608M
Since19982006
Dividend yield2.50%1.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+49.7%+41.8%
CAGR 3Y+18.7%+16.6%
CAGR 5Y+21.2%+20.1%
Sharpe 3Y0.740.59
Volatility 1Y20.22%24.88%
Max drawdown-66.81%-74.99%

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

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