XLEState Street Energy Select Sector SPDR ETF

Grow my money#16 of 2944 for Grow my money

Seeks to provide investment results that correspond to the price and yield performance of publicly traded equity securities of companies in the Energy Select Sector Index.

State Street Investment Management · Since 1998 (27 years)

Annual Cost

0.08%

#260 out of 5,332 ETFs

Fund Size

$43.6B

#68 out of 5,332 ETFs

Dividend Yield

2.44%

Track Record

27 years

#56 out of 5,332 ETFs

Performance

1 Year

+50.9%

3 Years

+15.8%

5 Years

+24.2%

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Cap

large

Sector

energy

Asset allocation

Stocks

99.9%

Cash

0.1%

Sector breakdown

Energy

100.0%

Top holdings

Exxon Mobil CorpXOM23.7%

Chevron CorpCVX17.3%

ConocoPhillipsCOP7.2%

EOG Resources IncEOG4.1%

SLB LtdSLB4.1%

Williams Companies IncWMB4.1%

Valero Energy CorpVLO4.0%

Phillips 66PSX3.9%

Marathon Petroleum CorpMPC3.8%

Kinder Morgan Inc Class PKMI3.5%

Risk profile

Volatility (1Y)

19.6%

Moderate

Max drawdown

-66.8%

Worst peak-to-trough loss

Sharpe (3Y)

0.63

Decent risk-adjusted returns

Sortino (3Y)

0.86

Moderate downside risk

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