SPY vs XLE26-Year Performance Comparison

S&P 500 vs Energy — backtested 19992024

XLE wins$86,578 vs $76,190 on $10,000 over 26 years
SPYS&P 500
Final value$76,190
CAGR+8.1%
Max drawdown-37.6%
Best year+32% (2013)
Years won13 of 26
XLEEnergy
Final value$86,578
CAGR+8.7%
Max drawdown-42.8%
Best year+64% (2022)
Years won13 of 26

Growth of $10,000

19992024
SPYXLE
$47k$90k199920042009201420192024
SPY$76,190
XLE$86,578
50/50 mix$96,277

50/50 blend: $96,277 (+9.1%/yr CAGR)

Splitting equally between SPY and XLE would have outperformed both individually — diversification smoothed the ride. Try a custom split →

Year-by-year: SPY vs XLE

YearSPYXLEWinner
2024+23.3%+5.4%SPY
2023+26.3%+2.2%SPY
2022-18.2%+64.2%XLE
2021+28.7%+53.4%XLE
2020+18.4%-31.8%SPY
2019+31.5%+11.8%SPY
2018-4.4%-18.2%SPY
2017+21.8%-1.0%SPY
2016+12.0%+27.4%XLE
2015+1.4%-21.1%SPY
2014+13.7%-7.8%SPY
2013+32.4%+25.1%SPY
2012+16.0%+4.6%SPY
2011+2.1%+14.9%XLE
2010+15.1%+20.6%XLE
2009+26.5%+13.3%SPY
2008-37.0%-37.6%SPY
2007+5.5%+35.0%XLE
2006+15.8%+24.4%XLE
2005+4.9%+40.2%XLE
2004+10.9%+31.4%XLE
2003+28.7%+26.1%SPY
2002-22.1%-10.1%XLE
2001-11.9%-8.1%XLE
2000-9.1%+5.1%XLE
1999+21.0%+28.4%XLE

More comparisons

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Past performance does not guarantee future results.