ETF Analysis
State Street Energy Select Sector SPDR ETF (XLE) ETF Analysis
State Street Energy Select Sector SPDR ETF (XLE) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
State Street Energy Select Sector SPDR ETF (XLE) currently has an AIQ Score of 65/100, indicating a neutral setup. Momentum is the strongest factor at 80/100. Risk is the weakest current factor at 41/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
XLE at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $68.16 |
| AIQ Score | 65/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Strong Buy |
| Fund Size | $44.64B |
| Expense Ratio | 0.08% |
| Holdings Count | 24 |
| NAV | $67.80 |
| Asset Class | Equity |
| Primary Exposure | Energy (100.00%) |
| Issuer | SPDR |
| Domicile | US |
| Inception Date | Dec 16, 1998 |
| Distribution Yield | 2.25% |
| Beta | -0.02 |
| Average Volume | 30.85M |
| 52-week range | $43.07-$68.64 |
| RSI 14 | 78.5 |
| 50-Day SMA | $64.04 |
| 200-Day SMA | $57.95 |
| Risk Score | 41/100 |
| Momentum Score | 80/100 |
| Value Exposure Score | 54/100 |
XLE Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | 56.45% | 56.50% | -15.59% | Oct 20, 2025 |
| 3Y | 50.61% | 14.62% | -22.06% | Oct 20, 2023 |
| 5Y | 134.58% | 18.62% | -26.86% | Oct 22, 2021 |
| 10Y | 134.58% | 18.62% | -26.86% | Oct 22, 2021 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
XLEState Street Energy Select Sector SPDR ETF
Financial Services / Asset Management
Leader
Strong Relative Position
Latest quote
- Momentum80
- Value54
- Quality75
- Risk resilience41
- Sentiment—
XLE ETF Analysis Summary
State Street Energy Select Sector SPDR ETF (XLE) currently has an AIQ Score of 65/100, indicating a neutral setup. Momentum is the strongest factor at 80/100. Risk resilience is the weakest current factor at 41/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, XLE has AIQ Score of 65/100 with Momentum base of 80/100 and fading Risk resilience at 41/100. Wait for component alignment before adding exposure.
Momentum (80/100) leads while Risk resilience (41/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · 0.28% ETF move · XLE classified in Asset Management.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is XLE Bullish or Bearish Right Now?
XLE currently has a neutral overall setup. Momentum is the strongest factor at 80/100, while Risk Resilience is weakest at 41/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Quality is supportive at 75/100.
- - Momentum is constructive at 80/100.
- - Price is +6.43% above its 50-day SMA.
- - Technical consensus has more buy votes than sell votes (37 vs 8).
- - Risk Resilience is weak at 41/100.
Current Consensus
XLE's Technical Analysis Consensus is currently Strong Buy, with 37 buy, 0 neutral, and 8 sell votes. XLE's 14-day RSI is 78.5, which places the ETF in an overbought momentum range. XLE's beta is -0.02, indicating lower market sensitivity than the broad market.
What Changed in XLE?
The largest recent change in XLE is AIQ Score moving up by 0.0 points over the available 7-day comparison window. Momentum remains the strongest visible factor.
What Would Change the XLE Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
XLE Decision Framework
Public evidence layers, setup checks, and risk context for State Street Energy Select Sector SPDR ETF.
State Street Energy Select Sector SPDR ETF (XLE) ETF Analysis
State Street Energy Select Sector SPDR ETF has an AIQ Score of 65/100 in a Neutral regime. Momentum is strongest at 80/100. Beta is -0.02, below market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | XLE is in a Neutral AIQ regime with score 65/100. |
| Signal Conflict | The primary conflict is that momentum leads at 80/100 while risk lags at 41/100. |
| Factor Evidence | Momentum 80/100 · Value 54/100 · Quality 75/100 · Risk 41/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Momentum is the strongest factor at 80/100.
Momentum is 80/100 and RSI (14) is 78.5.
XLE is in a Neutral regime at 65/100.
Risk factor is 41/100 with beta -0.02 and annual volatility 22.03%.
Current conflict: momentum leads at 80/100 while risk lags at 41/100.
XLE Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
XLE ETF Analytics
XLE holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
XLE Technical Analysis
XLE technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
XLE ETF Market Context
Track XLE market context, news pressure, trend changes, income events, and current allocation evidence.
XLE Distribution Analysis
XLE distribution yield, annualized distributions, payment history, and income context.
XLE ETF Data
XLE available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
XLE Risk Analysis
XLE volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
XLE ETF News
XLE ETF news, market tone, recent headlines, and catalyst context.
XLE vs ETF Peers
Current peer cohort: XLE · XOM · CVX · XLF · XLI. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| XLE Current ETF | 65/100 | 54/100 | 80/100 | 41/100 | 1.99 | 22.03% | Current |
| XOM ExxonMobil | 57/100 | 42/100 | 82/100 | 56/100 | 1.75 | 26.02% | XLE vs XOM |
| CVX Chevron | 59/100 | 42/100 | 84/100 | 63/100 | 1.56 | 24.08% | XLE vs CVX |
| XLF Financial Select Sector SPDR | 69/100 | 60/100 | 66/100 | 75/100 | 0.22 | 14.37% | XLE vs XLF |
| XLI Industrials Select Sector SPDR | 54/100 | 36/100 | 41/100 | 81/100 | 0.4 | 17.14% | XLE vs XLI |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 21, 2026.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Oct 21, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching XLE
Open the detailed evidence pages and workflows behind the ETF overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for XLE
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
XLE ETF FAQ
What is XLE ETF price today?
XLE is currently shown at $68.16. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is XLE's 52-week high and low?
XLE's 52-week range is $43.07 to $68.64 based on the latest completed market-close snapshot from Oct 21, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does XLE pay a dividend?
XLE's current distribution yield is 2.25% based on the latest completed market-close snapshot from Oct 21, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying XLE?
Compare XLE's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.