What is XLE?
XLE was created on 1998-12-16 by SPDR. The fund's investment portfolio concentrates primarily on energy equity. XLE tracks a market-cap-weighted index of US energy companies in the S&P 500.
What is PWV?
PWV was created on 2005-03-03 by Invesco. The fund's investment portfolio concentrates primarily on large cap equity. PWV tracks the Dynamic Large Cap Value Intellidex Index. The index selects its holdings using a 10-factor style isolation process and uses a tiered weighting scheme.
Key Details
Dec 16, 1998
Mar 03, 2005
Equity
Equity
Energy
Large Cap
Failed to fetch security history
Holdings
The Energy Select Sector SPDR Fund - XLE is made up of 24 holdings. Invesco Large Cap Value ETF - PWV is made up of 52 holdings.
Name | Weight |
|---|---|
24.16% | |
C CVXChevron Corp. | 16.06% |
C COPConocoPhillips | 7.4% |
M MROConocoPhillips | 7.22% |
4.94% | |
4.32% | |
O OKEONEOK, Inc. | 3.94% |
3.94% | |
3.61% | |
P PSXPhillips 66 | 3.1% |
3.03% | |
H HESHess Corp. | 2.85% |
2.83% | |
B BKRBaker Hughes Co. | 2.8% |
2.69% | |
E EQTEQT Corp. | 2.29% |
1.97% | |
1.8% | |
1.7% | |
1.7% | |
C CTRACoterra Energy, Inc. | 1.46% |
1.42% | |
H HALHalliburton Co. | 1.35% |
A APAAPA Corp. | 0.42% |
Name | Weight |
|---|---|
3.67% | |
3.58% | |
3.54% | |
A ABBVAbbVie, Inc. | 3.49% |
3.46% | |
C CVXChevron Corp. | 3.42% |
3.34% | |
3.31% | |
C CSCOCisco Systems, Inc. | 3.23% |
3.18% | |
3.12% | |
3.09% | |
Q QCOMQUALCOMM, Inc. | 3.07% |
2.97% | |
2.89% | |
C CORCencora, Inc. | 1.79% |
1.66% | |
1.65% | |
C CMECME Group, Inc. | 1.65% |
C CVSCVS Health Corp. | 1.64% |
1.63% | |
1.62% | |
1.6% | |
1.59% | |
1.55% | |
A AFLAflac, Inc. | 1.53% |
1.53% | |
1.52% | |
1.52% | |
M MDTMedtronic Plc | 1.5% |
Stock Correlation
The stocks that are correlated to XLE - The Energy Select Sector SPDR Fund are HES, CVX, DVN, MGY, HAL
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
H HESHess Corp. | 89.93% | $39.31B | -18.44% | 1.55% |
C CVXChevron Corp. | 89.70% | $239.59B | -15.48% | 4.91% |
| 89.18% | $17.39B | -50.36% | 4.31% | |
| 88.92% | $3.80B | -26.45% | 2.81% | |
H HALHalliburton Co. | 88.79% | $16.60B | -53.00% | 3.58% |
| 88.74% | $437.26B | -16.84% | 3.91% | |
O OVVOvintiv, Inc. | 88.67% | $8.12B | -43.88% | 3.96% |
| 88.47% | $34.52B | -41.67% | 4.43% | |
C COPConocoPhillips | 88.41% | $104.50B | -37.50% | 3.86% |
| 87.25% | $4.59B | -46.65% | 2.72% | |
| 87.20% | $58.14B | -23.42% | 3.60% | |
| 86.22% | $33.94B | -47.32% | 2.53% | |
C CHRDChord Energy Corp. | 86.01% | $4.88B | -55.50% | 10.20% |
M MURMurphy Oil Corp. | 84.79% | $2.80B | -59.06% | 6.44% |
| 84.53% | $7.29B | -42.70% | 5.56% | |
| 84.19% | $2.04B | -51.27% | 8.39% | |
P PSXPhillips 66 | 83.89% | $37.86B | -43.85% | 4.99% |
| 83.76% | $2.11B | -54.58% | 6.11% | |
C CHXChampionX Corp. | 83.41% | $4.30B | -41.64% | 1.72% |
| 83.35% | $43.45B | -41.02% | 3.53% | |
The stocks that are correlated to PWV - Invesco Large Cap Value ETF are MET, PRU, PFG, PNC, TFC
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
M METMetLife, Inc. | 83.71% | $46.61B | -6.12% | 3.22% |
| 81.97% | $33.67B | -16.78% | 5.59% | |
| 81.71% | $15.69B | -16.00% | 4.22% | |
| 81.24% | $59.27B | -7.21% | 4.29% | |
| 80.22% | $45.58B | -10.39% | 6.01% | |
| 80.14% | $143.65B | +12.54% | 2.59% | |
| 79.42% | $18.24B | -11.04% | 5.02% | |
| 79.37% | $21.74B | -1.71% | 4.05% | |
| 79.21% | $7.94B | -1.29% | 2.29% | |
| 79.10% | $266.39B | -7.16% | 2.96% | |
F FITBFifth Third Bancorp | 79.06% | $22.33B | -8.16% | 4.43% |
| 78.87% | $16.61B | -11.36% | 5.46% | |
| 78.85% | $162.23B | +5.25% | 1.26% | |
| 78.60% | $64.07B | -16.82% | 2.70% | |
| 77.86% | $161.79B | +6.62% | 3.67% | |
| 77.71% | $67.66B | -6.39% | 1.26% | |
| 77.54% | $15.04B | -1.69% | 4.97% | |
| 77.51% | $606.39B | +10.00% | 2.36% | |
U USBU.S. Bancorp | 77.32% | $56.71B | -17.16% | 5.55% |
| 77.28% | $13.49B | +17.00% | 2.18% | |
ETF Correlation
The ETFs that are correlated to XLE - The Energy Select Sector SPDR Fund are IYE, FENY, VDE, FTXN, DRLL
The ETFs that are correlated to PWV - Invesco Large Cap Value ETF are DFLV, DIVB, IWX, DFUV, VONV
Holding Overlap
XLE - The Energy Select Sector SPDR Fund and PWV - Invesco Large Cap Value ETF have a 8 holding overlap. Which accounts for a 14.5% overlap.
Number of overlapping holdings
8
% of overlapping holdings
14.54%
Name | Weight in XLE | Weight in PWV |
|---|---|---|
| 24.16% | 3.58% | |
| 16.06% | 3.42% | |
| 4.94% | 1.60% | |
| 4.32% | 1.36% | |
| 3.94% | 1.38% | |
| 3.94% | 1.59% | |
| 3.03% | 1.32% | |
| 2.69% | 1.31% |
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PWVDisclaimer
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
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