XLE:NYE-Energy Select Sector SPDR® Fund (USD)

ETF | Equity Energy |

Last Closing

USD 92.32

Change

+1.60 (+1.76)%

Market Cap

USD 36.29B

Volume

0.02B

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Energy companies by the GICS®, including securities of companies from the following industries: oil, gas and consumable fuels; and energy equipment and services. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-03 )

Largest Industry Peers for Equity Energy

Symbol Name Price(Change) Market Cap
VDE Vanguard Energy Index Fund ETF..

+2.29 (+1.81%)

USD 7.88B
OIH VanEck Oil Services ETF

+6.41 (+2.19%)

USD 1.72B
FENY Fidelity® MSCI Energy Index E..

+0.45 (+1.81%)

USD 1.53B
FXN First Trust Energy AlphaDEX® ..

+0.44 (+2.63%)

USD 0.43B
CNRG SPDR® Kensho Clean Power ETF

-1.00 (-1.55%)

USD 0.18B
PXE Invesco Dynamic Energy Explora..

+1.20 (+3.94%)

USD 0.11B
FILL iShares MSCI Global Energy Pro..

+0.27 (+1.06%)

USD 0.09B
PXJ Invesco Dynamic Oil & Gas Serv..

+0.65 (+2.19%)

USD 0.05B
CRAK VanEck Oil Refiners ETF

+0.38 (+1.09%)

USD 0.03B
IXC iShares Global Energy ETF

+0.56 (+1.34%)

N/A

ETFs Containing XLE

3XLE:LSE Leverage Shares 3x Long O.. 300.09 % 0.00 %

+43.10 (+-0.36%)

USD 0.21M
RRH 12.83 % 0.00 %

N/A

N/A
RLY SPDR® SSgA Multi-Asset R.. 6.84 % 0.22 %

+0.02 (+-0.36%)

USD 0.51B
PSTR PeakShares Sector Rotatio.. 2.96 % 0.00 %

-0.10 (-0.36%)

USD 4.85M
EQL ALPS Equal Sector Weight .. 0.00 % 0.15 %

-0.52 (-0.36%)

N/A
RAAX VanEck Inflation Allocati.. 0.00 % 0.55 %

+0.05 (+-0.36%)

USD 0.08B
EQL ALPS Equal Sector Weight .. 0.00 % 0.26 %

-0.52 (-0.36%)

N/A
EQL ALPS Equal Sector Weight .. 0.00 % 0.26 %

-0.52 (-0.36%)

N/A
XLSR SPDR® SSGA U.S. Sector R.. 0.00 % 0.00 %

-0.09 (-0.36%)

USD 0.61B
SSUS Day Hagan/Ned Davis Resea.. 0.00 % 0.00 %

-0.11 (-0.36%)

USD 0.60B
TDSB Cabana Target Drawdown 7 .. 0.00 % 0.00 %

-0.05 (-0.36%)

USD 0.10B
TDSC Cabana Target Drawdown 10.. 0.00 % 0.00 %

N/A

USD 0.21B
CLSM Cabana Target Leading Sec.. 0.00 % 0.00 %

N/A

USD 0.16B
RSPY 0.00 % 0.00 %

N/A

N/A
ENAV 0.00 % 0.00 %

N/A

N/A
WZRD 0.00 % 0.00 %

N/A

N/A
XLGS:LSE Leverage Shares -3x Short.. -299.91 % 0.00 %

-0.01 (-0.36%)

USD 0.23M

Market Performance

  Market Performance vs. Industry/Classification (Equity Energy) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.11% 100% F 58% F
Dividend Return 2.60% 100% F 47% F
Total Return 12.71% 100% F 57% F
Trailing 12 Months  
Capital Gain 8.33% 88% B+ 32% F
Dividend Return 3.49% 81% B- 47% F
Total Return 11.83% 94% A 30% F
Trailing 5 Years  
Capital Gain 60.89% 44% F 74% C
Dividend Return 22.04% 67% D+ 72% C
Total Return 82.93% 50% F 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 23.85% N/A N/A 86% B+
Dividend Return 27.63% N/A N/A 86% B+
Total Return 3.78% N/A N/A 69% C-
Risk Return Profile  
Volatility (Standard Deviation) 32.47% N/A N/A 31% F
Risk Adjusted Return 85.11% N/A N/A 92% A
Market Capitalization 36.29B 100% F 94% A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.