Data as of Oct 28, 2026.
EFA vs XLE: Differences, Returns & Fees
Over the year to Oct 28, 2026, EFA returned +12.1% to XLE's +61.2%; 0% of their weight is in the same names.
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Net assets on Oct 27, 2026: $76.8bn for iShares MSCI EAFE ETF and $45.2bn for State Street Energy Select Sector SPDR ETF.
Pair scorecard
XLE costs 0.24 points a year less; their one-year returns differ by 49.1 points; EFA is 1.7 times larger.
| Measure | EFA | XLE |
|---|---|---|
| Return | ||
| Total return, 1 year | +12.1% | +61.2% |
| Drawdown | ||
| Below its high | 4.7%, high on Aug 25, 2026 | |
| Benchmark | ||
| What it tracks | MSCI EAFE Index | Energy Select Sector Index |
| Cost and size | ||
| Expense ratio | 0.32% | 0.08% |
| Net assets, as of Oct 27, 2026 | $76.8bn | $45.2bn |
| Holdings | ||
| Holdings in common | 0% | |
| Top ten holdings, share of the fund | 14.3% | 78.1% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Aug 24, 2001 to Oct 23, 2026 · 1,313 weekly returnsXLE returned more: +825.7% to +367.2%. EFA swung less: 18.8% to 27.0%. EFA fell less at its worst: −59.4% to −68.9%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | EFA | XLE | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +367.2% | +825.7% | XLE | Price change plus distributions, reinvested. |
| Annualized | +6.3% | +9.2% | XLE | Total return as a yearly rate. |
| Price return | +139.2% | +368.1% | XLE | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 18.8% | 27.0% | EFA | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 13.6% | 19.4% | EFA | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −59.4% | −68.9% | EFA | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.33 | 0.40 | XLE | Return above Treasury bills per unit of volatility. |
| Sortino | 0.45 | 0.56 | XLE | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.11 | 0.13 | XLE | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,313 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, EFA and XLE hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
0% in common
Only in one fund ↓
Side by side
EFA and XLE on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
EFA and XLE do different jobs. What does each one do in a portfolio?
- What each follows. EFA follows MSCI EAFE Index and XLE follows Energy Select Sector Index.
- Holdings in common. 0% of the weight is in the same securities (holdings dated Oct 27, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 EFA returned +12.1% and XLE +61.2% with distributions reinvested, a gap of 49.1 points.
Data as of Oct 28, 2026.
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EFA
EFA tracks an index of Developed markets ex US. Over the year to Oct 28, 2026 it returned +12.1% with distributions reinvested, against +14.3% for its benchmark, the MSCI ACWI ex USA Index. The prospectus expense ratio is 0.32% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 665 positions, with the top ten at 14.3%. It sat 4.7% below its high of Aug 25, 2026 on Oct 28, 2026.
XLE
XLE tracks an index of Energy. Over the year to Oct 28, 2026 it returned +61.2% with distributions reinvested. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 22 positions, with the top ten at 78.1%.
Questions people ask
- Which returned more over the last year, EFA or XLE?
- In the year to Oct 28, 2026, with distributions reinvested, EFA returned +12.1% and XLE +61.2%.
- Which is cheaper, EFA or XLE?
- XLE is cheaper, by 0.24 percentage points a year. That is about $24 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, EFA against XLE, data as of Oct 28, 2026. https://etfiq.com/compare/any/efa-vs-xle
ETFIQ. (Oct 28, 2026). EFA against XLE. Retrieved from https://etfiq.com/compare/any/efa-vs-xle
[EFA against XLE (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/efa-vs-xle)
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