$56.04+0.57% today
- 5Y
- +50.52%
- $10K became
- $15,052
XLF vs XLE
Total return with dividends reinvested · 5Y
XLF
XLE
$68.16+0.28% today
- 5Y
- +176.49%
- $10K became
- $27,649
Return and risk 5Y
| Ticker | $10K became | Total | Per year | Volatility | Worst drop | Off high now | Best year | Worst year | Years up | Corr. with XLF |
|---|---|---|---|---|---|---|---|---|---|---|
| XLF | $15,052 | +50.52% | +8.54% | 18.3% | -25.81% | -3.97% | +30.00% 2024 | -11.67% 2022 | 75% | — |
| XLE | $27,649 | +176.49% | +22.61% | 25.5% | -26.09% | -0.12% | +59.32% 2022 | +3.00% 2023 | 100% | 0.43 |
XLF
- $10K became
- $15,052
- Total
- +50.52%
- Per year
- +8.54%
- Volatility
- 18.3%
- Worst drop
- -25.81%
- Off high now
- -3.97%
- Best year
- +30.00% 2024
- Worst year
- -11.67% 2022
XLE
- $10K became
- $27,649
- Total
- +176.49%
- Per year
- +22.61%
- Volatility
- 25.5%
- Worst drop
- -26.09%
- Off high now
- -0.12%
- Best year
- +59.32% 2022
- Worst year
- +3.00% 2023
Per year is the compound annual growth rate and needs a year of history. Volatility is the yearly spread of daily returns. Best and worst years count full calendar years only.
Drawdown from peak 5Y
0%-15%-30%
2021-102026-10
Correlation of daily returns
XLFXLEXLF1.000.43XLE0.431.00
1 moves together, 0 unrelated, negative moves opposite. Lower correlation means more diversification.
Trailing returns up to 5 years
| Ticker | 1Y | 2Y | 3Y | 5Y |
|---|---|---|---|---|
| XLF | — | — | — | — |
| XLE | — | — | — | — |
Calendar-year returns best each year in bold
| Year | XLF | XLE |
|---|---|---|
| No full years in this range yet. | ||
More comparisons
About this comparison
State Street Financial Select Sector SPDR ETF (XLF) vs State Street Energy Select Sector SPDR ETF (XLE) total return over 5Y: XLF +50.52%, XLE +176.49%. As of Oct 21, 2026. Research only.
The State Street Financial Select Sector SPDR ETF (XLF) closed at $55.27, up 1.38% as of 2026‑10‑15. A five‑year total‑return overlay shows a +52.4% gain, modest relative to broader markets. The overlay’s directional signal is SELL (score 3) with a BEAR regime persisting for 22 days; the composite performance metric sits at 17.30 and the quality score at 46.50. Archetype: Balanced – open the XLF page for full overlay methodology. The Energy Select Sector SPDR ETF (XLE) finished at $66.56, down 1.58% as of 2026‑10‑15. Its five‑year total‑return overlay registers a robust +176.7% increase. The signal reads BUY (score 5) in a BULL regime lasting 6 days, composite 63.10 and quality 41.20. Archetype: Balanced – see the XLE page for detailed overlay information. Across the same horizon, XLE’s return outpaces XLF by more than threefold, reflecting the energy sector’s stronger price appreciation and dividend contribution during the period.
What does the XLF vs XLE overlay show?
LOPJLB overlays XLF vs XLE as total return (dividends and splits) from the first adjusted close in the selected 5Y window. Each path starts at 0% so you can read relative holding performance, not raw tape price.
Is this holding return or tape close?
Holding return. The series uses split- and dividend-adjusted close (Yahoo-style backward adjustment) when dividend coverage is sufficient, otherwise it falls back to tape close. Candles and technical overlays on /chart stay tape.
Which windows are public?
Public visitors can share 1M, 3M, 6M, YTD, 1Y, and 5Y. MAX is Research+. Direction and regime in the table follow the desk ladder: SPY25 on Free, full book on Essential+.
How do I read the drawdown, period, and annual tables?
Drawdowns are current and worst peak-to-trough on the visible range. Periods are calendar lookbacks (1Y / 2Y / 3Y / 5Y, plus 10Y on MAX) from the last bar. Annual is calendar-year holding return, with the latest year labeled YTD.
How has XLF vs XLE performed on a normalized basis?
XLF vs XLE holding-return overlay: 5Y XLF +50.52% · XLE +176.49%; worst drawdown XLF -25.81% · XLE -26.09%; YTD XLF +3.27% · XLE +52.29%. Numbers update from the live compare-series book.
Is ticker compare investment advice?
No. The overlay is research context only — not a recommendation to buy or sell any security.