IWB vs XLF
Comparison between ISHARES RUSSELL 1000 ETF (IWB, ETF) and STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF, ETF).
5-Year PerformanceIWB has outperformed XLF, delivering a return of +12.6% compared to +8.3%
IWB vs XLF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWB
$49B
Winner
XLF
$49B
Expense Ratio
IWB
0.15%
Winner
XLF
0.08%
Max Drawdown
Winner
IWB
56.43%
XLF
83.75%
Sharpe Ratio
Winner
IWB
1.60
XLF
0.10
5Y Beta
IWB
0.98
Winner
XLF
0.80
P/E Ratio
IWB
29.25
Winner
XLF
16.07
Forward P/E
IWB
21.41
Winner
XLF
15.28
PEG Ratio
IWB
N/A
XLF
0.53
5Y Dividends CAGR
Winner
IWB
9.65%
XLF
5.32%
5Y EPS CAGR
Winner
IWB
27.88%
XLF
11.24%
Debt to Equity
Winner
IWB
43.22%
XLF
71.69%
P/S Ratio
IWB
3.39
Winner
XLF
3.32
P/B Ratio
IWB
5.31
Winner
XLF
2.21
IWB vs XLF - Holdings Comparison
IWB and XLF have 68 common holdings. Overlap is 8.21%
IWB's top 25 holdings weight is 46.81%. XLF's top 25 holdings weight is 77.37%.
| Rank | IWB | XLF |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.39% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 11.78% |
| #2 | APPLE INC (AAPL) - 6.52% | JPMORGAN CHASE & CO (JPM) - 11.06% |
| #3 | MICROSOFT CORP (MSFT) - 4.55% | VISA INC CLASS A (V) - 7.27% |
| #4 | AMAZON.COM INC (AMZN) - 3.75% | MASTERCARD INC CLASS A (MA) - 5.30% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.26% | BANK OF AMERICA CORP (BAC) - 4.75% |
| #6 | BROADCOM INC (AVGO) - 2.80% | THE GOLDMAN SACHS GROUP INC (GS) - 4.35% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.63% | MORGAN STANLEY (MS) - 3.52% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.95% | WELLS FARGO & CO (WFC) - 3.35% |
| #9 | TESLA INC (TSLA) - 1.76% | CITIGROUP INC (C) - 3.13% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% | AMERICAN EXPRESS CO (AXP) - 2.27% |
| #11 | ELI LILLY AND CO (LLY) - 1.25% | BLACKROCK INC (BLK) - 2.00% |
| #12 | MICRON TECHNOLOGY INC (MU) - 1.23% | CHARLES SCHWAB CORP (SCHW) - 1.99% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.22% | S&P GLOBAL INC (SPGI) - 1.74% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.10% | PROGRESSIVE CORP (PGR) - 1.57% |
| #15 | EXXON MOBIL CORP (XOM) - 0.96% | CAPITAL ONE FINANCIAL CORP (COF) - 1.57% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.83% | CHUBB LTD (CB) - 1.55% |
| #17 | VISA INC CLASS A (V) - 0.81% | BANK OF NEW YORK MELLON CORP (BNY) - 1.33% |
| #18 | INTEL CORP (INTC) - 0.78% | CME GROUP INC CLASS A (CME) - 1.23% |
| #19 | WALMART INC (WMT) - 0.77% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.22% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.70% | BLACKSTONE INC (BX) - 1.17% |
| #21 | GILEAD SCIENCES INC (GILD) - 0.25% | U.S. BANCORP (USB) - 1.16% |
| #22 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.25% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.10% |
| #23 | AMERICAN EXPRESS CO (AXP) - 0.25% | MARSH (MRSH) - 1.06% |
| #24 | AMPHENOL CORP CLASS A (APH) - 0.24% | MOODYS CORP (MCO) - 0.95% |
| #25 | MARVELL TECHNOLOGY INC (MRVL) - 0.24% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.95% |
| Total Holdings | 939 | 80 |
IWB vs XLF - Historical Returns
Returns include dividend reinvestment.
1M
IWB
+0.43%
Winner
XLF
+1.42%
3M
Winner
IWB
+8.97%
XLF
+3.79%
6M
Winner
IWB
+8.45%
XLF
-1.99%
1Y
Winner
IWB
+23.87%
XLF
+3.46%
5Y(CAGR)
Winner
IWB
+12.56%
XLF
+8.26%
10Y(CAGR)
Winner
IWB
+14.85%
XLF
+12.56%
Max(CAGR)
Winner
IWB
+8.51%
XLF
+5.61%
IWB vs XLF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IWB | XLF |
|---|---|---|
| 2026 | +8.20% | -4.91% |
| 2025 | +17.40% | +15.17% |
| 2024 | +25.08% | +29.99% |
| 2023 | +27.04% | +11.63% |
| 2022 | -19.70% | -11.69% |
| 2021 | +28.10% | +36.68% |
| 2020 | +19.74% | -2.62% |
| 2019 | +31.11% | +30.78% |
| 2018 | -5.57% | -13.07% |
| 2017 | +20.58% | +20.65% |
| 2016 | +13.69% | +24.85% |
| 2015 | +0.86% | -1.74% |
| 2014 | +14.05% | +15.69% |
| 2013 | +29.59% | +31.71% |
| 2012 | +14.77% | +25.14% |
| 2011 | +0.22% | -18.93% |
| 2010 | +14.18% | +9.70% |
| 2009 | +24.67% | +16.31% |
| 2008 | -36.70% | -54.06% |
| 2007 | +5.37% | -19.59% |
| 2006 | +13.49% | +17.23% |
| 2005 | +7.04% | +6.58% |
| 2004 | +10.98% | +11.02% |
| 2003 | +25.31% | +25.90% |
| 2002 | -22.03% | -14.65% |
| 2001 | -8.93% | -6.80% |
| 2000 | -4.97% | +30.76% |
| 1999 | N/A | -5.52% |
IWB vs XLF Drawdown Comparison
The maximum drawdown for IWB was -55.38%, occurring on Mar 9, 2009. Recovery took 1119 trading sessions.
The maximum drawdown for XLF was -82.72%, occurring on Mar 6, 2009. Recovery took 2555 trading sessions.
The current IWB drawdown is -2.58%. The current XLF drawdown is -7.38%.
| Rank | IWB | XLF |
|---|---|---|
| #1 | -55.38% Oct 9, 2007 - Mar 19, 2012 | -82.72% Jun 1, 2007 - Jul 25, 2017 |
| #2 | -48.25% Sep 1, 2000 - Oct 13, 2006 | -42.83% Feb 14, 2020 - Jan 6, 2021 |
| #3 | -34.60% Feb 19, 2020 - Aug 10, 2020 | -36.64% Jan 3, 2001 - Jan 15, 2004 |
| #4 | -25.20% Jan 3, 2022 - Dec 14, 2023 | -25.82% Jan 12, 2022 - Feb 22, 2024 |
| #5 | -19.72% Sep 20, 2018 - Apr 12, 2019 | -25.34% Nov 16, 1999 - Jun 2, 2000 |
| #6 | -19.09% Feb 19, 2025 - Jun 26, 2025 | -24.66% Jan 26, 2018 - Nov 4, 2019 |
| #7 | -14.25% May 21, 2015 - Jun 2, 2016 | -15.55% Feb 19, 2025 - Jun 27, 2025 |
| #8 | -9.97% Jan 26, 2018 - Jul 25, 2018 | -14.80% Jan 6, 2026 - Mar 27, 2026 |
| #9 | -9.86% Apr 2, 2012 - Aug 16, 2012 | -14.09% Sep 11, 2000 - Dec 26, 2000 |
| #10 | -9.45% Jul 19, 2007 - Oct 5, 2007 | -11.52% Jun 2, 2000 - Aug 4, 2000 |
| #11 | -9.33% Sep 2, 2020 - Nov 11, 2020 | -10.19% Mar 5, 2004 - Dec 1, 2004 |
| #12 | -8.86% Jan 27, 2026 - Apr 15, 2026 | -9.13% Feb 15, 2005 - Jul 14, 2005 |
| #13 | -8.43% Jul 16, 2024 - Sep 19, 2024 | -8.42% Jun 4, 2021 - Aug 10, 2021 |
| #14 | -7.58% Sep 18, 2014 - Oct 31, 2014 | -8.32% Feb 20, 2007 - May 9, 2007 |
| #15 | -7.30% Sep 14, 2012 - Jan 2, 2013 | -7.98% Jan 14, 2021 - Feb 12, 2021 |
Correlation
Correlation between IWB and XLF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
IWB vs XLF dividend yield comparison.
| Year | IWB | XLF |
|---|---|---|
| 2026 | 0.21% | 0.48% |
| 2025 | 1.00% | 1.31% |
| 2024 | 1.14% | 1.42% |
| 2023 | 1.31% | 1.71% |
| 2022 | 1.56% | 2.04% |
| 2021 | 1.09% | 1.63% |
| 2020 | 1.37% | 2.03% |
| 2019 | 1.71% | 1.87% |
| 2018 | 2.06% | 2.08% |
| 2017 | 1.64% | 1.48% |
| 2016 | 1.89% | 21.10% |
| 2015 | 1.95% | 1.95% |
| 2014 | 1.70% | 1.60% |
| 2013 | 1.68% | 1.47% |
| 2012 | 2.05% | 1.76% |
| 2011 | 1.93% | 1.73% |
| 2010 | 1.67% | 0.98% |
| 2009 | 1.94% | 1.71% |
| 2008 | 2.49% | 6.15% |
| 2007 | 1.68% | 3.00% |
| 2006 | 1.57% | 2.52% |
| 2005 | 1.92% | 2.24% |
| 2004 | 1.73% | 2.05% |
| 2003 | 1.42% | 1.84% |
| 2002 | 1.54% | 2.03% |
| 2001 | 1.14% | 1.53% |
| 2000 | 0.64% | 1.23% |
| 1999 | 0.00% | 0.35% |
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