Data as of Oct 28, 2026.

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IGIB vs XLE: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IGIB returned −1.8% to XLE's +61.2%; 0% of their weight is in the same names.

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Net assets: $19.5bn on Oct 28, 2026 for iShares 5-10 Year Investment Grade Corporate Bond ETF, and $45.2bn on Oct 27, 2026 for State Street Energy Select Sector SPDR ETF.

At a glance
−1.8%
IGIB total return, 1 year
+61.2%
XLE total return, 1 year
0.04%
IGIB expense ratio
0.08%
XLE expense ratio

Pair scorecard

IGIB costs 0.04 points a year less; their one-year returns differ by 63.0 points; XLE is 2.4 times larger.

IGIB vs XLE: Differences, Returns & Fees
MeasureIGIBXLE
Return
Total return, 1 year−1.8%+61.2%
Drawdown
Below its high3.2%, high on Feb 27, 2026
Benchmark
What it tracksICE BofA 5-10 Year US Corporate IndexEnergy Select Sector Index
Cost and size
Expense ratio0.04%0.08%
Net assets, as of Oct 26, 2026$19.5bn$46.1bn
Holdings
Holdings in common0%
In the S&P 500, by weight100%
Top ten holdings, share of the fund78.1%

Holdings in common uses holdings dated Oct 27, 2026. Method

Risk and return

Jan 19, 2007 to Oct 23, 2026 · 1,031 weekly returns
IGIB XLE
Return
Total return edge XLE +104.0% +342.9%
Annualized edge XLE +3.7% +7.8%
Price return edge XLE +1.8% +145.1%
Risk
Volatility edge IGIB 6.0% 28.2%
Max drawdown edge IGIB −20.0% −68.9%
Risk-adjusted
Sharpe edge IGIB (slight) 0.37 0.35
Sortino edge Tie 0.49 0.49
Calmar edge IGIB 0.18 0.11
Reading

XLE returned more: +342.9% to +104.0%. IGIB swung less: 6.0% to 28.2%. IGIB fell less at its worst: −20.0% to −68.9%.

Full scorecard

9 measures, with how each is measured
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Risk and return: IGIB vs XLE: Differences, Returns & Fees
MeasureIGIBXLEEdgeHow it is measured
Return
Total return+104.0%+342.9%XLEPrice change plus distributions, reinvested.
Annualized+3.7%+7.8%XLETotal return as a yearly rate.
Price return+1.8%+145.1%XLEPrice change alone, distributions left out.
Risk
Volatility6.0%28.2%IGIBSpread of weekly returns, annualized. Lower is steadier.
Downside deviation4.4%20.3%IGIBLike volatility, counting only weeks below the Treasury bill rate.
Max drawdown−20.0%−68.9%IGIBDeepest fall from a high to the low after it.
Risk-adjusted
Sharpe0.370.35IGIB (slight)Return above Treasury bills per unit of volatility.
Sortino0.490.49TieReturn above Treasury bills per unit of downside deviation.
Calmar0.180.11IGIBAnnualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,031 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

0%

By the books each fund has filed, IGIB and XLE hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IGIB XLE
Only in one fund ↓
Only in IGIB
AMAZON.COM INC 0.22%
META PLATFORMS INC 0.22%
META PLATFORMS INC 0.20%
ANHEUSER-BUSCH COMPANIES LLC 0.19%
BANK OF AMERICA CORP MTN 0.19%
SPACE EXPLORATION TECHNOLOGIES COR 144A 0.19%
BANK OF AMERICA CORP MTN 0.18%
BANK OF AMERICA CORP MTN 0.18%
Only in XLE
EXXONMOBIL HOLDINGS CORP 23.98%
CHEVRON CORP 18.21%
CONOCOPHILLIPS 7.18%
MARATHON PETROLEUM CORP 4.67%
PHILLIPS 66 4.41%
VALERO ENERGY CORP 4.26%
WILLIAMS COS INC 4.22%
EOG RESOURCES INC 4.07%
Check overlap with more funds →

Side by side

IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF XLE State Street Energy Select Sector SPDR ETF
Where it sits Bond ETF Stock ETF
What it is Tracks an index of 5-10 Year Investment Grade Corporate Bond Tracks an index of Energy
Total return, 1 year −1.8% +61.2%
Expense ratio 0.04% 0.08%
Holdings 3064 22
Net assets, IGIB as of Oct 28, 2026 and XLE as of Oct 27, 2026 $19.5bn $45.2bn

IGIB and XLE on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-B47D54BC88

IGIB and XLE do different jobs. What does each one do in a portfolio?

  1. What each follows. IGIB follows ICE BofA 5-10 Year US Corporate Index and XLE follows Energy Select Sector Index.
  2. Holdings in common. 0% of the weight is in the same securities (holdings dated Oct 27, 2026).
  3. One-year total return. Over 1 year to Oct 28, 2026 IGIB returned −1.8% and XLE +61.2% with distributions reinvested, a gap of 63.0 points.

Data as of Oct 28, 2026.

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About each fund
IGIB

IGIB tracks an index of 5-10 Year Investment Grade Corporate Bond. Over the year to Oct 28, 2026 it returned −1.8% with distributions reinvested. The prospectus expense ratio is 0.04% a year. It sat 3.2% below its high of Feb 27, 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, IGIB or XLE?
In the year to Oct 28, 2026, with distributions reinvested, IGIB returned −1.8% and XLE +61.2%.
Which is cheaper, IGIB or XLE?
IGIB is cheaper, by 0.04 percentage points a year. That is about $4 on $10,000 held for a year. Fees come from each fund's prospectus.
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ETFIQ, IGIB against XLE, data as of Oct 28, 2026. https://etfiq.com/compare/any/igib-vs-xle

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