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XLE - ETF AI Analysis
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Energy Select Sector SPDR Fund (XLE)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several major holdings like Chevron, Marathon Petroleum, and Valero Energy have delivered strong year-to-date performance, supporting the ETF's overall returns.
Low Expense Ratio
The ETF has a very low expense ratio, making it cost-effective compared to many other funds.
Large Asset Base
With substantial assets under management, the fund benefits from liquidity and stability.
Negative Factors
Sector Concentration Risk
The ETF is heavily concentrated in the energy sector, which makes it vulnerable to industry-specific downturns.
Geographic Overexposure
Nearly all holdings are U.S.-based, limiting diversification across global markets.
Underperforming Holdings
Some key positions, like ConocoPhillips, EOG Resources, and Schlumberger, have shown weak year-to-date performance, dragging on the fund's momentum.
XLE vs. SPDR S&P 500 ETF (SPY)
AUM28.01B
RegionNorth America
Expense Ratio0.08%
Beta0.60
IssuerSPDR
Inception DateDec 16, 1998
Dividend Yield3.16%
Asset ClassEquity
Index TrackedS&P Energy Select Sector
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume39,338,003
30 Day Avg. Volume31,213,367
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
52.48Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering23
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XLE Summary
The Energy Select Sector SPDR Fund (XLE) is an ETF that focuses on the energy sector, tracking the S&P Energy Select Sector Index. It includes major U.S. energy companies like Exxon Mobil and Chevron, which are involved in oil, gas, and other energy production and distribution. Investors might consider XLE for its potential growth during periods of rising energy prices or as a way to diversify their portfolio with exposure to a key economic sector. However, new investors should be aware that the fund’s performance is closely tied to the energy market, which can be highly volatile depending on global demand and supply 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
The Energy Select Sector SPDR Fund (XLE) is heavily concentrated in U.S. energy giants, with Exxon Mobil and Chevron leading the charge. Exxon’s steady performance and strategic advancements provide a solid foundation for the fund, while Chevron’s recent struggles with bearish momentum and revenue declines act as a slight drag. Valero Energy is a bright spot, rising on strong cash flow and operational efficiency, while Marathon Petroleum’s technical weaknesses weigh on the fund. Overall, XLE’s focus on traditional energy keeps it tied to the sector’s cyclical swings, with limited exposure to renewables.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Exxon Mobil | 23.52% | $6.60B | $525.50B | 13.49% | 74 Outperform | |
| Chevron | 17.94% | $5.04B | $326.41B | 4.50% | 71 Outperform | |
| Conocophillips | 7.05% | $1.98B | $120.49B | -8.38% | 78 Outperform | |
| Schlumberger | 4.61% | $1.29B | $67.53B | 13.30% | 75 Outperform | |
| Williams Co | 4.40% | $1.24B | $73.66B | 6.30% | 76 Outperform | |
| Phillips 66 | 3.91% | $1.10B | $57.28B | 19.72% | 73 Outperform | |
| EOG Resources | 3.89% | $1.09B | $56.93B | -21.60% | 78 Outperform | |
| Valero Energy | 3.86% | $1.08B | $56.51B | 34.70% | 69 Neutral | |
| Kinder Morgan | 3.63% | $1.02B | $60.34B | -5.61% | 68 Neutral | |
| Marathon Petroleum | 3.62% | $1.02B | $52.96B | 19.62% | 66 Neutral |
XLE Technical Analysis
Positive
―
Price Trends
44.78
Positive
44.22
Positive
42.82
Positive
Market Momentum
0.46
Negative
57.83
Neutral
73.60
Neutral
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 44.99, equal to the 50-day MA of 44.78, and equal to the 200-day MA of 42.82, indicating a bullish trend. The MACD of 0.46 indicates Negative momentum. The RSI at 57.83 is Neutral, neither overbought nor oversold. The STOCH value of 73.60 is Neutral, 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
46.34
2.20
4.98%
VGT
Vanguard Information Technology ETF
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XLK
Technology Select Sector SPDR Fund
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―
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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.
Disclaimer
This 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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