SPY vs XLEI

SPY vs XLEI
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Quick Verdict

SPY has a lower expense ratio. XLEI delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: XLEIMore Diversified: SPY

Side-by-Side Comparison

MetricSPYXLEIWinner
Expense Ratio0.09%0.35%
AUM$821.1B$57M
Dividend Yield1.01%18.44%
Holdings5056
YTD Return+12.68%+27.89%
1Y Return+21.82%+39.14%
3Y Return (annualized)+21.98%-
5Y Return (annualized)+12.89%-
Volatility (annualized)15.3%14.2%
Max Drawdown-56.5%-8.2%
Fund FamilyState Street Investment ManagementState Street Investment Management
CategoryEquityEquity
InceptionJan 22, 1993Jul 29, 2025

SPY vs XLEI Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and State Street Energy Select Sector SPDR Premium Income ETF (XLEI) is a ETF from State Street Investment Management. Over the past year SPY returned +21.82% while XLEI returned +39.14%. Year to date, SPY is up 12.68% versus a gain of 27.89% for XLEI.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.2% for XLEI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -56.5% for SPY and -8.2% for XLEI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPY charges 0.09% per year while XLEI charges 0.35%. On a $10,000 position that is $9 vs $35 annually, a gap of $26 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 18.44% for XLEI.

Holdings Overlap

0.0%overlap

SPY and XLEI share 0 holdings out of 505 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SPY or XLEI?

SPY has an expense ratio of 0.09% while XLEI charges 0.35%. SPY is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, SPY or XLEI?

Over the past year SPY returned +21.82% vs +39.14% for XLEI, so XLEI leads on 1-year performance. Over the longest common window we track (1 years), SPY annualized +8.81% vs +35.78% for XLEI. Past performance does not guarantee future results.

Which is riskier, SPY or XLEI?

SPY has been the more volatile fund at 15.3% annualized versus 14.2% for XLEI. Worst drawdown: SPY -56.5% vs XLEI -8.2%.

Should I hold both SPY and XLEI?

SPY and XLEI have a monthly-return correlation of -0.48, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and XLEI?

SPY and XLEI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, SPY or XLEI?

SPY yields 1.01% while XLEI yields 18.44%, so XLEI currently pays the higher dividend yield.

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