Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
EWY vs XLE: how they differ
EWY and XLE hold 0% of their weight in the same names, and EWY returned more over the year.
iShares MSCI South Korea ETF and State Street(R) Energy Select Sector SPDR(R) ETF.
What they hold in common
By the books each fund has filed, EWY and XLE hold 0% of their money in the same securities at the same weight.
| Only in EWY | Only in XLE |
|---|---|
| SK hynix Inc. 31.02% | Exxon Mobil Corp 22.71% |
| SAMSUNG ELECTRO-MECHANICS CO.,LTD 3.44% | Chevron Corp 16.12% |
| SK Square Co., Ltd. 3.10% | ConocoPhillips 6.58% |
| HYUNDAI MOTOR COMPANY 2.45% | Williams Cos Inc/The 5.04% |
| KB Financial Group Inc. 1.40% | Valero Energy Corp 4.65% |
| HYUNDAI MOBIS CO.,LTD 1.22% | Marathon Petroleum Corp 4.49% |
| DOOSAN ENERBILITY CO., LTD. 1.22% | EOG Resources Inc 4.15% |
| SAMSUNG SDI CO., LTD. 1.15% | SLB Ltd 4.10% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.
| EWY iShares MSCI South Korea ETF | XLE State Street(R) Energy Select Sector SPDR(R) ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | State Street |
| What it is | MSCI South Korea | Energy |
| Total return, 1 year | +147.9% | +50.7% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +130.4 pts | +33.2 pts |
| Expense ratio | 0.59% | 0.08% |
| Already in the S&P 500 | 0.0% | 100.0% |
| Holdings | 82 | 21 |
EWY in plain words
EWY is an index equity fund tracking the MSCI South Korea. Over the year to Sep 11, 2026 it returned +147.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.59% a year. By its holdings filed for May 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 82 positions, with the top ten at 70.0%. It sat 13.9% below its high of Jun 18, 2026 on Sep 11, 2026.
XLE in plain words
XLE is an index equity fund tracking the Energy. Over the year to Sep 11, 2026 it returned +50.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 21 positions, with the top ten at 75.7%.
Questions people ask
- Which returned more over the last year, EWY or XLE?
- In the year to Sep 12, 2026, with distributions reinvested, EWY returned +147.9% and XLE returned +50.7%, so EWY returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, EWY or XLE?
- EWY charges 0.59% a year and XLE charges 0.08%, so XLE is cheaper. Fees come from each fund's prospectus.
- How much do EWY and XLE overlap with the S&P 500?
- By their latest filed holdings, 0% of EWY and 100% of XLE by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
Other comparisons
Where to next
Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, EWY against XLE, data as of Sep 12, 2026. https://etfiq.com/compare/any/EWY-XLE Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources