XLE - ETF AI Analysis
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Energy Select Sector SPDR Fund (XLE)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The fund has delivered strong gains so far this year and over recent months, showing solid momentum in the energy sector.
Leading Energy Companies
Top holdings like Exxon Mobil, Chevron, and other major energy firms have shown strong year-to-date performance, helping drive the ETF’s returns.
Low Expense Ratio
The ETF charges a relatively low fee, which means more of the fund’s returns can stay in investors’ pockets over time.
Negative Factors
High Sector Concentration
Almost all of the fund’s assets are in the energy sector, so it can be very sensitive to swings in oil and gas markets.
Heavy Weight in a Few Stocks
A large share of the portfolio is concentrated in just a few companies like Exxon Mobil and Chevron, increasing the impact if any one of them struggles.
Limited Geographic Diversification
The fund is almost entirely invested in U.S. companies, offering little exposure to energy firms in other regions.
XLE vs. SPDR S&P 500 ETF (SPY)
AUM41.78B
RegionNorth America
Expense Ratio0.08%
Beta0.29
IssuerSPDR
Inception DateDec 16, 1998
Dividend Yield2.38%
Asset ClassEquity
Index TrackedS&P Energy Select Sector
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume24,460,773
30 Day Avg. Volume31,926,391
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
67.72Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering22
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XLE Summary
The Energy Select Sector SPDR Fund (XLE) is an ETF that follows the S&P Energy Select Sector index, giving you a simple way to invest in major U.S. energy companies. It holds big names like Exxon Mobil and Chevron, along with other firms involved in oil, gas, and related services. Someone might invest in XLE to benefit from rising energy prices, collect potential dividends, and add diversification to a stock portfolio. However, this fund is heavily tied to the energy sector, so its value can swing a lot with changes in oil and gas prices and overall market conditions.
How much will it cost me?The Energy Select Sector SPDR Fund (XLE) has an expense ratio of 0.08%, which means you’ll pay $0.80 per year for every $1,000 invested. This is lower than average because XLE is a passively managed ETF that tracks the S&P Energy Select Sector Index, keeping costs down.
What would affect this ETF?The Energy Select Sector SPDR Fund (XLE) could benefit from rising energy prices, increased demand for oil and gas, and advancements in renewable energy technologies, which align with its focus on large U.S. energy companies like Exxon Mobil and Chevron. However, it may face challenges from regulatory changes targeting fossil fuels, economic slowdowns reducing energy consumption, or volatility in global energy markets. Its heavy reliance on the U.S. energy sector makes it sensitive to domestic policy shifts and geopolitical events.
XLE Top 10 Holdings
XLE is powered by a tight cluster of U.S. energy heavyweights, with Exxon Mobil and Chevron setting the tone as rising leaders tied closely to oil price momentum. ConocoPhillips adds steady upstream exposure, while Schlumberger’s more mixed performance shows that oilfield services aren’t always in sync with the majors. The real spark lately comes from refiners like Marathon Petroleum, Phillips 66, and Valero, which have been on a strong run and helping drive the fund higher. Overall, this is a highly concentrated, U.S.-centric bet on traditional energy rather than a broad global mix.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Exxon Mobil | 20.61% | $8.61B | $677.52B | 52.11% | 74 Outperform | |
| Chevron | 15.00% | $6.26B | $406.53B | 34.29% | 71 Outperform | |
| Conocophillips | 6.15% | $2.57B | $156.87B | 42.32% | 78 Outperform | |
| Marathon Petroleum | 5.36% | $2.24B | $101.31B | 117.19% | 66 Neutral | |
| Phillips 66 | 5.31% | $2.22B | $96.68B | 92.85% | 73 Outperform | |
| Valero Energy | 4.99% | $2.08B | $99.70B | 146.82% | 69 Neutral | |
| SLB | 4.36% | $1.82B | $79.48B | 60.52% | 75 Outperform | |
| EOG Resources | 4.28% | $1.79B | $78.41B | 26.29% | 78 Outperform | |
| Williams Co | 3.81% | $1.59B | $89.58B | 28.00% | 76 Outperform | |
| Kinder Morgan | 3.75% | $1.57B | $71.44B | 19.61% | 68 Neutral |
XLE Technical Analysis
Positive
―
Price Trends
57.34
Positive
57.46
Positive
53.29
Positive
Market Momentum
1.66
Negative
72.71
Negative
91.92
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XLE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 60.08, equal to the 50-day MA of 57.34, and equal to the 200-day MA of 53.29, indicating a bullish trend. The MACD of 1.66 indicates Negative momentum. The RSI at 72.71 is Negative, neither overbought nor oversold. The STOCH value of 91.92 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XLE.
XLE Peer Comparison
Comparison Results
Performance Comparison
XLE
Energy Select Sector SPDR Fund
63.75
21.87
52.22%
VGT
Vanguard Information Technology ETF
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XLK
Technology Select Sector SPDR Fund
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XLF
Financial Select Sector SPDR Fund
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AMLP
Alerian MLP ETF
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VDE
Vanguard Energy ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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