XLE - ETF AI Analysis
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Energy Select Sector SPDR Fund (XLE)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The fund has delivered strong gains so far this year, indicating favorable recent momentum in its energy holdings.
Leading Energy Companies in Top Holdings
The largest positions, including major names like Exxon Mobil and Chevron, have shown solid year-to-date performance, helping drive the ETF’s results.
Low Expense Ratio
The ETF charges a relatively low fee, which helps investors keep more of their returns over time.
Negative Factors
High Sector Concentration
Almost all of the fund is invested in the energy sector, so its performance is highly sensitive to swings in oil and gas markets.
Limited Geographic Diversification
With nearly all holdings based in the U.S., the ETF offers little exposure to energy companies in other regions.
Recent Short-Term Pullback
The fund has experienced a weak one-month performance, showing that it can be volatile over shorter periods.
XLE vs. SPDR S&P 500 ETF (SPY)
AUM38.83B
RegionNorth America
Expense Ratio0.08%
Beta0.35
IssuerSPDR
Inception DateDec 16, 1998
Dividend Yield2.61%
Asset ClassEquity
Index TrackedS&P Energy Select Sector
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume37,705,098
30 Day Avg. Volume45,158,018
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
65.78Price 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, focusing on major U.S. energy companies. It holds well-known names like Exxon Mobil and Chevron, which are involved in oil, gas, and related energy services. Investors might consider XLE if they want targeted exposure to the energy sector for potential growth when energy prices rise, plus possible dividend income, while still getting diversification across many energy firms in a single fund. A key risk is that it is heavily tied to the energy sector, so its price can swing sharply with oil and gas markets.
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 very much an old-school energy story, with Exxon Mobil and Chevron in the driver’s seat; both have been steadily rising and are doing most of the heavy lifting for the fund. ConocoPhillips has had a mixed stretch, occasionally losing steam, but service giant Schlumberger and pipeline player Williams are climbing and adding fresh momentum. Refiners like Marathon Petroleum and Valero are also heating up, giving the ETF an extra boost. With all major holdings rooted in U.S. energy, this is a highly concentrated bet on America’s oil and gas patch.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Exxon Mobil | 22.38% | $8.65B | $624.31B | 37.26% | 74 Outperform | |
| Chevron | 16.77% | $6.48B | $378.01B | 28.18% | 71 Outperform | |
| Conocophillips | 6.85% | $2.65B | $146.10B | 26.64% | 78 Outperform | |
| Schlumberger | 4.74% | $1.83B | $82.99B | 57.17% | 75 Outperform | |
| Valero Energy | 4.40% | $1.70B | $76.61B | 91.46% | 69 Neutral | |
| Marathon Petroleum | 4.32% | $1.67B | $76.86B | 59.50% | 66 Neutral | |
| Williams Co | 4.29% | $1.66B | $88.37B | 20.27% | 76 Outperform | |
| EOG Resources | 4.23% | $1.64B | $74.72B | 16.98% | 78 Outperform | |
| Phillips 66 | 4.10% | $1.58B | $72.86B | 49.54% | 73 Outperform | |
| Baker Hughes Company | 3.57% | $1.38B | $62.52B | 64.33% | 76 Outperform |
XLE Technical Analysis
Neutral
―
Price Trends
57.83
Negative
56.35
Positive
50.24
Positive
Market Momentum
-0.08
Positive
45.87
Neutral
40.07
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XLE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 58.37, equal to the 50-day MA of 57.83, and equal to the 200-day MA of 50.24, indicating a neutral trend. The MACD of -0.08 indicates Positive momentum. The RSI at 45.87 is Neutral, neither overbought nor oversold. The STOCH value of 40.07 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for XLE.
XLE Peer Comparison
Comparison Results
Performance Comparison
XLE
Energy Select Sector SPDR Fund
57.12
14.57
34.24%
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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XLV
Health Care Select Sector SPDR Fund
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AMLP
Alerian MLP 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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