IUSG vs XLI
Comparison between ISHARES CORE S&P U.S. GROWTH ETF (IUSG, ETF) and STATE STREET(R) INDUSTRIAL SELECT SECTOR SPDR(R) ETF (XLI, ETF).
5-Year PerformanceXLI has outperformed IUSG, delivering a return of +14.0% compared to +13.9%
IUSG vs XLI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IUSG
$32B
Winner
XLI
$33B
Expense Ratio
Winner
IUSG
0.04%
XLI
0.08%
Max Drawdown
IUSG
65.79%
Winner
XLI
63.34%
Sharpe Ratio
IUSG
1.14
Winner
XLI
1.14
5Y Beta
IUSG
1.20
Winner
XLI
0.90
P/E Ratio
Winner
IUSG
28.12
XLI
31.27
Forward P/E
Winner
IUSG
21.25
XLI
27.33
PEG Ratio
Winner
IUSG
0.21
XLI
0.41
5Y Dividends CAGR
IUSG
3.88%
Winner
XLI
9.42%
5Y EPS CAGR
Winner
IUSG
39.13%
XLI
11.54%
Debt to Equity
Winner
IUSG
35.59%
XLI
59.07%
P/S Ratio
IUSG
7.50
Winner
XLI
3.25
P/B Ratio
IUSG
8.27
Winner
XLI
7.41
IUSG vs XLI - Holdings Comparison
IUSG and XLI have 17 common holdings. Overlap is 2.85%
IUSG's top 25 holdings weight is 71.01%. XLI's top 25 holdings weight is 65.37%.
| Rank | IUSG | XLI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.56% | CATERPILLAR INC (CAT) - 7.38% |
| #2 | MICROSOFT CORP (MSFT) - 7.98% | GE AEROSPACE (GE) - 6.40% |
| #3 | APPLE INC (AAPL) - 6.50% | GE VERNOVA INC (GEV) - 5.22% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.50% | RTX CORP (RTX) - 4.70% |
| #5 | BROADCOM INC (AVGO) - 4.94% | UNION PACIFIC CORP (UNP) - 3.13% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.42% | BOEING CO (BA) - 2.91% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.82% | EATON CORP PLC (ETN) - 2.82% |
| #8 | AMAZON.COM INC (AMZN) - 3.47% | DEERE & CO (DE) - 2.66% |
| #9 | MICRON TECHNOLOGY INC (MU) - 2.96% | UBER TECHNOLOGIES INC (UBER) - 2.62% |
| #10 | ELI LILLY AND CO (LLY) - 2.51% | PARKER HANNIFIN CORP (PH) - 2.18% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.43% | VERTIV HOLDINGS CO CLASS A (VRT) - 2.11% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 2.40% | HOWMET AEROSPACE INC (HWM) - 2.01% |
| #13 | TESLA INC (TSLA) - 1.79% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.87% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.70% | LOCKHEED MARTIN CORP (LMT) - 1.85% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.21% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.77% |
| #16 | CATERPILLAR INC (CAT) - 1.11% | QUANTA SERVICES INC (PWR) - 1.73% |
| #17 | LAM RESEARCH CORP (LRCX) - 1.09% | GENERAL DYNAMICS CORP (GD) - 1.68% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.96% | CSX CORP (CSX) - 1.67% |
| #19 | VISA INC CLASS A (V) - 0.88% | CUMMINS INC (CMI) - 1.64% |
| #20 | n/a (PLTR) - 0.82% | 3M CO (MMM) - 1.60% |
| #21 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.20% | n/a (JCI) - 1.56% |
| #22 | BOEING CO (BA) - 0.19% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.56% |
| #23 | BANK OF NEW YORK MELLON CORP (BNY) - 0.19% | WASTE MANAGEMENT INC (WM) - 1.55% |
| #24 | ROYAL CARIBBEAN GROUP (RCL) - 0.19% | EMERSON ELECTRIC CO (EMR) - 1.41% |
| #25 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.19% | NORFOLK SOUTHERN CORP (NSC) - 1.34% |
| Total Holdings | 356 | 84 |
IUSG vs XLI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IUSG
+4.26%
XLI
+1.54%
3M
IUSG
+6.00%
Winner
XLI
+6.69%
6M
Winner
IUSG
+17.30%
XLI
+7.49%
1Y
Winner
IUSG
+25.55%
XLI
+24.44%
5Y(CAGR)
IUSG
+13.86%
Winner
XLI
+14.03%
10Y(CAGR)
Winner
IUSG
+17.56%
XLI
+14.19%
Max(CAGR)
IUSG
+8.30%
Winner
XLI
+9.36%
IUSG vs XLI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IUSG | XLI |
|---|---|---|
| 2026 | +15.75% | +17.83% |
| 2025 | +21.33% | +19.75% |
| 2024 | +36.86% | +18.50% |
| 2023 | +30.83% | +17.87% |
| 2022 | -29.33% | -4.80% |
| 2021 | +33.12% | +24.08% |
| 2020 | +31.02% | +8.90% |
| 2019 | +30.94% | +28.43% |
| 2018 | -1.58% | -13.75% |
| 2017 | +25.94% | +23.23% |
| 2016 | +9.35% | +21.64% |
| 2015 | +5.40% | -4.19% |
| 2014 | +13.35% | +11.92% |
| 2013 | +30.64% | +37.25% |
| 2012 | +13.49% | +12.46% |
| 2011 | +0.87% | -1.82% |
| 2010 | +15.79% | +25.43% |
| 2009 | +32.45% | +17.74% |
| 2008 | -37.63% | -37.71% |
| 2007 | +11.12% | +12.77% |
| 2006 | +7.90% | +13.25% |
| 2005 | +5.85% | +3.64% |
| 2004 | +6.64% | +17.84% |
| 2003 | +26.11% | +28.54% |
| 2002 | -28.32% | -24.58% |
| 2001 | -14.40% | -6.01% |
| 2000 | -19.48% | +9.58% |
| 1999 | N/A | +8.76% |
IUSG vs XLI Drawdown Comparison
The maximum drawdown for IUSG was -63.40%, occurring on Mar 9, 2009. Recovery took 3246 trading sessions.
The maximum drawdown for XLI was -62.27%, occurring on Mar 9, 2009. Recovery took 896 trading sessions.
The current XLI drawdown is -0.65%.
| Rank | IUSG | XLI |
|---|---|---|
| #1 | -63.40% Sep 1, 2000 - Aug 1, 2013 | -62.27% Oct 9, 2007 - Apr 29, 2011 |
| #2 | -32.35% Feb 19, 2020 - Jul 6, 2020 | -43.29% Dec 11, 2000 - Dec 1, 2004 |
| #3 | -32.21% Dec 27, 2021 - Feb 29, 2024 | -42.31% Feb 12, 2020 - Nov 9, 2020 |
| #4 | -22.28% Jan 23, 2025 - Jun 24, 2025 | -25.84% Apr 29, 2011 - Mar 15, 2012 |
| #5 | -20.69% Oct 1, 2018 - Apr 23, 2019 | -24.10% Sep 21, 2018 - Jul 24, 2019 |
| #6 | -14.84% Jul 20, 2015 - Jul 11, 2016 | -21.66% Jan 4, 2022 - Jun 15, 2023 |
| #7 | -13.07% Oct 29, 2025 - Apr 15, 2026 | -18.50% Nov 29, 2024 - May 16, 2025 |
| #8 | -12.54% Jul 10, 2024 - Oct 11, 2024 | -15.69% Feb 20, 2015 - Apr 27, 2016 |
| #9 | -10.96% Sep 2, 2020 - Dec 1, 2020 | -14.93% Dec 31, 1999 - Apr 7, 2000 |
| #10 | -9.87% Jan 26, 2018 - Jun 5, 2018 | -12.57% Aug 1, 2023 - Dec 12, 2023 |
| #11 | -8.61% Feb 12, 2021 - Apr 5, 2021 | -12.44% May 5, 2006 - Nov 16, 2006 |
| #12 | -8.34% Jun 1, 2026 - Aug 4, 2026 | -12.22% Mar 2, 2026 - Jun 15, 2026 |
| #13 | -7.30% Sep 2, 2014 - Oct 31, 2014 | -12.16% Mar 16, 2012 - Dec 10, 2012 |
| #14 | -7.18% Sep 3, 2021 - Oct 26, 2021 | -11.41% May 16, 2000 - Aug 11, 2000 |
| #15 | -6.73% Mar 22, 2024 - May 14, 2024 | -11.30% Jan 26, 2018 - Sep 21, 2018 |
Correlation
Correlation between IUSG and XLI is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
IUSG vs XLI dividend yield comparison.
| Year | IUSG | XLI |
|---|---|---|
| 2026 | 0.21% | 0.48% |
| 2025 | 0.54% | 1.29% |
| 2024 | 0.59% | 1.44% |
| 2023 | 1.12% | 1.63% |
| 2022 | 1.07% | 1.63% |
| 2021 | 0.59% | 1.25% |
| 2020 | 0.93% | 1.55% |
| 2019 | 1.64% | 1.94% |
| 2018 | 1.32% | 2.15% |
| 2017 | 1.28% | 1.77% |
| 2016 | 1.48% | 2.07% |
| 2015 | 1.29% | 2.15% |
| 2014 | 1.21% | 1.85% |
| 2013 | 1.22% | 1.67% |
| 2012 | 1.56% | 2.27% |
| 2011 | 1.31% | 2.16% |
| 2010 | 1.17% | 1.68% |
| 2009 | 1.30% | 2.32% |
| 2008 | 1.49% | 3.10% |
| 2007 | 0.85% | 1.45% |
| 2006 | 0.82% | 2.22% |
| 2005 | 0.84% | 1.56% |
| 2004 | 1.03% | 1.30% |
| 2003 | 0.66% | 1.28% |
| 2002 | 0.81% | 1.60% |
| 2001 | 0.36% | 1.23% |
| 2000 | 0.06% | 1.06% |
| 1999 | 0.00% | 0.66% |
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