IUSB vs XLV
Comparison between ISHARES CORE UNIVERSAL USD BOND ETF (IUSB, ETF) and STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV, ETF).
5-Year PerformanceXLV has outperformed IUSB, delivering a return of +6.2% compared to +0.2%
IUSB vs XLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IUSB
$43B
XLV
$42B
Expense Ratio
Winner
IUSB
0.06%
XLV
0.08%
Max Drawdown
Winner
IUSB
22.73%
XLV
40.58%
Sharpe Ratio
IUSB
-0.30
Winner
XLV
1.48
5Y Beta
Winner
IUSB
0.06
XLV
0.43
P/E Ratio
IUSB
N/A
XLV
30.50
Forward P/E
IUSB
N/A
XLV
19.80
PEG Ratio
IUSB
N/A
XLV
0.30
5Y Dividends CAGR
Winner
IUSB
8.71%
XLV
7.67%
5Y EPS CAGR
IUSB
N/A
XLV
11.84%
Debt to Equity
IUSB
N/A
XLV
150.76%
P/S Ratio
IUSB
N/A
XLV
1.57
P/B Ratio
IUSB
N/A
XLV
5.04
IUSB vs XLV - Holdings Comparison
IUSB and XLV have 0 common holdings. Overlap is 0.00%
IUSB's top 25 holdings weight is 3.11%. XLV's top 25 holdings weight is 85.66%.
| Rank | IUSB | XLV |
|---|---|---|
| #1 | BLACKROCK LIQUIDITY TEMPCASH INSTL (TMCXX) - 3.11% | ELI LILLY AND CO (LLY) - 16.04% |
| #2 | N/A | JOHNSON & JOHNSON (JNJ) - 10.41% |
| #3 | N/A | ABBVIE INC (ABBV) - 7.80% |
| #4 | N/A | UNITEDHEALTH GROUP INC (UNH) - 6.84% |
| #5 | N/A | MERCK & CO INC (MRK) - 5.38% |
| #6 | N/A | AMGEN INC (AMGN) - 3.41% |
| #7 | N/A | THERMO FISHER SCIENTIFIC INC (TMO) - 3.36% |
| #8 | N/A | ABBOTT LABORATORIES (ABT) - 2.99% |
| #9 | N/A | GILEAD SCIENCES INC (GILD) - 2.79% |
| #10 | N/A | PFIZER INC (PFE) - 2.45% |
| #11 | N/A | CVS HEALTH CORP (CVS) - 2.43% |
| #12 | N/A | BRISTOL-MYERS SQUIBB CO (BMY) - 2.15% |
| #13 | N/A | INTUITIVE SURGICAL INC (ISRG) - 2.14% |
| #14 | N/A | VERTEX PHARMACEUTICALS INC (VRTX) - 2.11% |
| #15 | N/A | DANAHER CORP (DHR) - 1.94% |
| #16 | N/A | STRYKER CORP (SYK) - 1.87% |
| #17 | N/A | MEDTRONIC PLC (MDT) - 1.82% |
| #18 | N/A | MCKESSON CORP (MCK) - 1.72% |
| #19 | N/A | ELEVANCE HEALTH INC (ELV) - 1.47% |
| #20 | N/A | THE CIGNA GROUP (CI) - 1.33% |
| #21 | N/A | REGENERON PHARMACEUTICALS INC (REGN) - 1.16% |
| #22 | N/A | BOSTON SCIENTIFIC CORP (BSX) - 1.11% |
| #23 | N/A | CENCORA INC (COR) - 1.02% |
| #24 | N/A | HCA HEALTHCARE INC (HCA) - 1.00% |
| #25 | N/A | CARDINAL HEALTH INC (CAH) - 0.92% |
| Total Holdings | 1 | 63 |
IUSB vs XLV - Historical Returns
Returns include dividend reinvestment.
1M
IUSB
-0.20%
Winner
XLV
+0.75%
3M
IUSB
-0.21%
Winner
XLV
+14.98%
6M
IUSB
-0.35%
Winner
XLV
+5.95%
1Y
IUSB
+2.78%
Winner
XLV
+30.66%
5Y(CAGR)
IUSB
+0.18%
Winner
XLV
+6.20%
10Y(CAGR)
IUSB
+1.77%
Winner
XLV
+10.14%
Max(CAGR)
IUSB
+2.16%
Winner
XLV
+8.47%
IUSB vs XLV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IUSB | XLV |
|---|---|---|
| 2026 | +0.30% | +7.45% |
| 2025 | +7.38% | +14.46% |
| 2024 | +2.60% | +0.70% |
| 2023 | +5.66% | +2.36% |
| 2022 | -12.47% | -1.07% |
| 2021 | -1.17% | +26.58% |
| 2020 | +7.38% | +13.04% |
| 2019 | +8.95% | +22.30% |
| 2018 | -0.27% | +5.10% |
| 2017 | +3.93% | +20.20% |
| 2016 | +3.83% | -0.98% |
| 2015 | +0.06% | +6.45% |
| 2014 | +1.90% | +25.84% |
| 2013 | N/A | +38.67% |
| 2012 | N/A | +15.87% |
| 2011 | N/A | +11.38% |
| 2010 | N/A | +1.54% |
| 2009 | N/A | +17.13% |
| 2008 | N/A | -22.50% |
| 2007 | N/A | +7.12% |
| 2006 | N/A | +5.76% |
| 2005 | N/A | +7.66% |
| 2004 | N/A | +1.05% |
| 2003 | N/A | +11.89% |
| 2002 | N/A | -1.59% |
| 2001 | N/A | +3.39% |
| 2000 | N/A | -9.87% |
| 1999 | N/A | +10.22% |
IUSB vs XLV Drawdown Comparison
The maximum drawdown for IUSB was -17.90%, occurring on Oct 20, 2022. Recovery took 1205 trading sessions.
The maximum drawdown for XLV was -39.17%, occurring on Mar 9, 2009. Recovery took 850 trading sessions.
The current IUSB drawdown is -1.47%. The current XLV drawdown is -0.94%.
| Rank | IUSB | XLV |
|---|---|---|
| #1 | -17.90% Dec 31, 2020 - Oct 20, 2025 | -39.17% Dec 10, 2007 - Apr 26, 2011 |
| #2 | -9.90% Mar 6, 2020 - Jun 10, 2020 | -33.13% Jan 10, 2000 - Jun 16, 2005 |
| #3 | -4.01% Sep 7, 2016 - Jul 21, 2017 | -28.39% Jan 22, 2020 - Jul 15, 2020 |
| #4 | -3.26% Sep 7, 2017 - Jan 30, 2019 | -17.34% May 18, 2011 - Jan 18, 2012 |
| #5 | -2.58% Apr 24, 2015 - Mar 16, 2016 | -17.11% Sep 16, 2024 - Nov 21, 2025 |
| #6 | -2.53% Feb 27, 2026 - May 19, 2026 | -17.08% Jul 20, 2015 - Mar 1, 2017 |
| #7 | -1.78% Sep 4, 2019 - Oct 4, 2019 | -16.06% Apr 8, 2022 - Jan 4, 2024 |
| #8 | -1.69% Jan 30, 2015 - Mar 24, 2015 | -15.44% Nov 30, 2018 - Oct 29, 2019 |
| #9 | -1.54% Aug 4, 2020 - Dec 30, 2020 | -12.79% Jan 26, 2018 - Aug 17, 2018 |
| #10 | -1.31% Oct 4, 2019 - Jan 3, 2020 | -10.56% Dec 30, 2021 - Apr 7, 2022 |
| #11 | -0.99% Oct 28, 2025 - Nov 26, 2025 | -10.47% Feb 27, 2026 - Jun 26, 2026 |
| #12 | -0.85% Aug 15, 2014 - Oct 7, 2014 | -9.85% Mar 22, 2006 - Aug 29, 2006 |
| #13 | -0.76% Jul 8, 2016 - Jul 29, 2016 | -8.71% Oct 1, 2018 - Nov 30, 2018 |
| #14 | -0.75% Nov 26, 2025 - Jan 14, 2026 | -8.21% May 7, 2007 - Nov 30, 2007 |
| #15 | -0.72% Oct 20, 2014 - Nov 26, 2014 | -8.08% Sep 3, 2021 - Dec 15, 2021 |
Correlation
Correlation between IUSB and XLV is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (1999 - 2026)
IUSB vs XLV dividend yield comparison.
| Year | IUSB | XLV |
|---|---|---|
| 2026 | 2.49% | 0.76% |
| 2025 | 4.17% | 1.60% |
| 2024 | 4.04% | 1.67% |
| 2023 | 3.46% | 1.59% |
| 2022 | 2.53% | 1.47% |
| 2021 | 1.74% | 1.33% |
| 2020 | 2.68% | 1.49% |
| 2019 | 3.04% | 2.17% |
| 2018 | 2.98% | 1.57% |
| 2017 | 2.56% | 1.47% |
| 2016 | 2.60% | 1.60% |
| 2015 | 1.95% | 1.43% |
| 2014 | 1.39% | 1.35% |
| 2013 | 0.00% | 1.52% |
| 2012 | 0.00% | 2.01% |
| 2011 | 0.00% | 1.96% |
| 2010 | 0.00% | 1.83% |
| 2009 | 0.00% | 1.85% |
| 2008 | 0.00% | 2.19% |
| 2007 | 0.00% | 1.62% |
| 2006 | 0.00% | 1.35% |
| 2005 | 0.00% | 1.25% |
| 2004 | 0.00% | 1.13% |
| 2003 | 0.00% | 1.15% |
| 2002 | 0.00% | 0.74% |
| 2001 | 0.00% | 0.27% |
| 2000 | 0.00% | 0.22% |
| 1999 | 0.00% | 0.57% |
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