Data as of Oct 28, 2026.
SPYM vs XLE: Differences, Returns & Fees
Over the year to Oct 28, 2026, SPYM returned +13.7% to XLE's +61.2%; 4% of their weight is in the same names.
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Net assets on Oct 27, 2026: $185.0bn for State Street SPDR Portfolio S&P 500 ETF and $45.2bn for State Street Energy Select Sector SPDR ETF.
Pair scorecard
SPYM costs 0.06 points a year less; their one-year returns differ by 47.5 points; SPYM is 4.1 times larger.
| Measure | SPYM | XLE |
|---|---|---|
| Return | ||
| Total return, 1 year | +13.7% | +61.2% |
| Benchmark | ||
| What it tracks | S&P 500 Index | Energy Select Sector Index |
| Cost and size | ||
| Expense ratio | 0.02% | 0.08% |
| Net assets, as of Oct 27, 2026 | $185.0bn | $45.2bn |
| Holdings | ||
| Holdings in common | 4% | |
| Top ten holdings, share of the fund | 38.1% | 78.1% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Nov 25, 2005 to Oct 23, 2026 · 1,091 weekly returnsSPYM returned more: +793.5% to +399.3%. SPYM swung less: 17.2% to 27.9%. SPYM fell less at its worst: −53.9% to −68.9%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | SPYM | XLE | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +793.5% | +399.3% | SPYM | Price change plus distributions, reinvested. |
| Annualized | +11.0% | +8.0% | SPYM | Total return as a yearly rate. |
| Price return | +516.4% | +171.9% | SPYM | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 17.2% | 27.9% | SPYM | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 12.1% | 20.0% | SPYM | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −53.9% | −68.9% | SPYM | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.59 | 0.35 | SPYM | Return above Treasury bills per unit of volatility. |
| Sortino | 0.84 | 0.49 | SPYM | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.20 | 0.12 | SPYM | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,091 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, SPYM and XLE hold 4% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
4% in common
Only in one fund ↓
Side by side
SPYM and XLE on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
SPYM and XLE do different jobs. What does each one do in a portfolio?
- What each follows. SPYM follows S&P 500 Index and XLE follows Energy Select Sector Index.
- Holdings in common. 4% of the weight is in the same securities (holdings dated Oct 27, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 SPYM returned +13.7% and XLE +61.2% with distributions reinvested, a gap of 47.5 points.
Data as of Oct 28, 2026.
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SPYM
SPYM tracks the S&P 500. Over the year to Oct 28, 2026 it returned +13.7% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.02% 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 506 positions, with the top ten at 38.1%.
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, SPYM or XLE?
- In the year to Oct 28, 2026, with distributions reinvested, SPYM returned +13.7% and XLE +61.2%.
- Which is cheaper, SPYM or XLE?
- SPYM is cheaper, by 0.06 percentage points a year. That is about $6 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, SPYM against XLE, data as of Oct 28, 2026. https://etfiq.com/compare/any/spym-vs-xle
ETFIQ. (Oct 28, 2026). SPYM against XLE. Retrieved from https://etfiq.com/compare/any/spym-vs-xle
[SPYM against XLE (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/spym-vs-xle)
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