XLE Surged 21.6% This Year as Oil Majors Navigate $64 Crude Reality
The Energy Select Sector SPDR Fund ( NYSEARCA:XLE ) has surged 21.6% year to date as markets pivot from energy transition rhetoric toward energy security concerns.
XLE: A Fund Whose Time Has Come
State Street Energy Sector Select ETF is a fund built on oil stocks, primarily integrated energy companies and E&Ps, plus a few midstream companies. XLE has a relatively low P/E ratio, a 2.7% dividend yield, and a low 0.08% management fee. Notably, the fund's companies benefit from rising AI-driven energy demand.
XLE: Energy Stocks Remain A Strong Buy Long Term (Technical Analysis)
XLE: Energy Stocks Remain A Strong Buy Long Term (Technical Analysis)
XLE: $75 Target But Oil Needs To Break Out Too
Energy Select Sector SPDR Fund has outperformed in 2024, delivering a 19% return and breaking out to all-time highs. XLE's surge is driven by technical breakouts, geopolitical catalysts like Venezuela, and strong performance from top holdings XOM and CVX. Fundamentals remain mixed: earnings are recovering, but oil prices remain subdued, and EPS growth is estimated at 5.94% over 3-5 years.
There Was an 'Unmistakeable' Flight to Value Last Week. Here's What Investors Bought.
When the beat changes, investors switch up their moves. Last week, they rushed to re-tune their portfolios.
Energy Is Leading in 2026—But Are the Oil Majors Cracking?
Entering 2026, forecasts for the performance of the energy sector were tempered, with analysts pointing to a global oil surplus and consequently weaker demand. After mustering a gain of just 8.7% in 2025—good for fourth worst among the S&P 500's 11 sectors—expectations remained low this year.
XLE vs VDE: Which Energy ETF Is a Better Buy Today?
Passive investors looking to take on a more contrarian position may wish to consider some of the sectors that most investors may be ignoring as the rise of the artificial intelligence (AI) boom continues.
Energy ETFs in Spotlight With Gasoline Price Predicted to Drop in 2026
XLE and other energy ETFs are in focus after the EIA forecasted a 6% gasoline price drop in 2026, reshaping oil, refining and sector returns.
XLE Vs. VDE: Why I Want A Small Slice Of Oil In My Portfolio
I see both XLE and VDE as buys, with a slight preference for XLE due to its lower expense ratio and concentration in sector behemoths. Current valuations and cautious market expectations for oil majors like create asymmetry, offering potential upside if positive catalysts emerge. Optionality from possible US expansion into Venezuela could benefit XLE's (and VDE) largest holdings, though execution risks and geopolitical uncertainties remain high.
Energy ETFs in Spotlight as Trump Vows to Control Venezuela's Oil
Energy ETFs like XLE draw focus after Trump vows US control of Venezuela's oil, drawing attention to firms tied to the nation's vast reserves.
Should You Invest in the State Street Energy Select Sector SPDR ETF (XLE)?
Designed to provide broad exposure to the Energy - Broad segment of the equity market, the State Street Energy Select Sector SPDR ETF (XLE) is a passively managed exchange traded fund launched on December 16, 1998.
All Weather Portfolio: BP Fits Better Than XLE
BP stock offers superior international diversification and more attractive valuation metrics than XLE, making it a stronger fit for an all-weather portfolio. BP trades at a significant discount to XLE, with a lower P/E (10.9 vs. 17.84) despite higher ROE (13% vs. 10.9%). BP's 5.56% dividend yield provides robust downside protection, outpacing XLE's 3.19% yield by 74%.
