IWR vs XLF
Comparison between ISHARES RUSSELL MID-CAP ETF (IWR, ETF) and STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF, ETF).
5-Year PerformanceXLF has outperformed IWR, delivering a return of +10.6% compared to +8.5%
IWR vs XLF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWR
$57B
Winner
XLF
$58B
Expense Ratio
IWR
0.18%
Winner
XLF
0.08%
Max Drawdown
Winner
IWR
59.73%
XLF
83.75%
Sharpe Ratio
Winner
IWR
1.30
XLF
0.62
5Y Beta
IWR
0.90
Winner
XLF
0.78
P/E Ratio
IWR
27.07
Winner
XLF
17.43
Forward P/E
IWR
18.19
Winner
XLF
16.40
PEG Ratio
IWR
N/A
XLF
0.59
5Y Dividends CAGR
Winner
IWR
9.85%
XLF
6.07%
5Y EPS CAGR
Winner
IWR
12.23%
XLF
11.67%
Debt to Equity
IWR
117.11%
Winner
XLF
81.40%
P/S Ratio
Winner
IWR
1.79
XLF
3.61
P/B Ratio
IWR
3.22
Winner
XLF
2.45
IWR vs XLF - Holdings Comparison
IWR and XLF have 41 common holdings. Overlap is 9.24%
IWR's top 25 holdings weight is 12.32%. XLF's top 25 holdings weight is 77.29%.
| Rank | IWR | XLF |
|---|---|---|
| #1 | MARATHON PETROLEUM CORP (MPC) - 0.69% | JPMORGAN CHASE & CO (JPM) - 11.46% |
| #2 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.66% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 11.36% |
| #3 | CLOUDFLARE INC (NET) - 0.63% | VISA INC CLASS A (V) - 7.55% |
| #4 | PHILLIPS 66 (PSX) - 0.62% | MASTERCARD INC CLASS A (MA) - 5.57% |
| #5 | DATADOG INC CLASS A (DDOG) - 0.61% | BANK OF AMERICA CORP (BAC) - 4.98% |
| #6 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.60% | THE GOLDMAN SACHS GROUP INC (GS) - 3.93% |
| #7 | ROYAL CARIBBEAN GROUP (RCL) - 0.53% | WELLS FARGO & CO (WFC) - 3.33% |
| #8 | SIMON PROPERTY GROUP INC (SPG) - 0.53% | MORGAN STANLEY (MS) - 3.19% |
| #9 | ALLSTATE CORP (ALL) - 0.47% | CITIGROUP INC (C) - 2.77% |
| #10 | DIGITAL REALTY TRUST INC (DLR) - 0.47% | AMERICAN EXPRESS CO (AXP) - 2.36% |
| #11 | KINDER MORGAN INC CLASS P (KMI) - 0.46% | CHARLES SCHWAB CORP (SCHW) - 2.12% |
| #12 | UNITED RENTALS INC (URI) - 0.46% | BLACKROCK INC (BLK) - 1.92% |
| #13 | COMFORT SYSTEMS USA INC (FIX) - 0.45% | S&P GLOBAL INC (SPGI) - 1.72% |
| #14 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.45% | CAPITAL ONE FINANCIAL CORP (COF) - 1.62% |
| #15 | n/a (WBD) - 0.45% | CHUBB LTD (CB) - 1.60% |
| #16 | REALTY INCOME CORP (O) - 0.44% | PROGRESSIVE CORP (PGR) - 1.56% |
| #17 | W.W. GRAINGER INC (GWW) - 0.43% | BANK OF NEW YORK MELLON CORP (BNY) - 1.36% |
| #18 | TARGA RESOURCES CORP (TRGP) - 0.43% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.27% |
| #19 | CORTEVA INC (CTVA) - 0.43% | U.S. BANCORP (USB) - 1.24% |
| #20 | TERADYNE INC (TER) - 0.43% | BLACKSTONE INC (BX) - 1.16% |
| #21 | LUMENTUM HOLDINGS INC (LITE) - 0.43% | CME GROUP INC CLASS A (CME) - 1.12% |
| #22 | ONEOK INC (OKE) - 0.42% | MARSH (MRSH) - 1.11% |
| #23 | COHERENT CORP (COHR) - 0.41% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.01% |
| #24 | CENCORA INC (COR) - 0.41% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.99% |
| #25 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.41% | THE TRAVELERS COMPANIES INC (TRV) - 0.99% |
| Total Holdings | 808 | 80 |
IWR vs XLF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWR
+2.85%
XLF
+2.77%
3M
IWR
+8.10%
Winner
XLF
+12.13%
6M
Winner
IWR
+11.72%
XLF
+7.07%
1Y
Winner
IWR
+22.97%
XLF
+13.86%
5Y(CAGR)
IWR
+8.54%
Winner
XLF
+10.65%
10Y(CAGR)
IWR
+11.64%
Winner
XLF
+13.50%
Max(CAGR)
Winner
IWR
+10.08%
XLF
+5.99%
IWR vs XLF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IWR | XLF |
|---|---|---|
| 2026 | +16.84% | +5.76% |
| 2025 | +10.50% | +15.17% |
| 2024 | +15.85% | +29.99% |
| 2023 | +17.57% | +11.63% |
| 2022 | -17.15% | -11.69% |
| 2021 | +24.43% | +36.68% |
| 2020 | +16.54% | -2.62% |
| 2019 | +30.71% | +30.78% |
| 2018 | -9.72% | -13.07% |
| 2017 | +17.37% | +20.65% |
| 2016 | +15.08% | +24.85% |
| 2015 | -2.62% | -1.74% |
| 2014 | +14.16% | +15.69% |
| 2013 | +31.20% | +31.71% |
| 2012 | +15.74% | +25.14% |
| 2011 | -2.81% | -18.93% |
| 2010 | +23.51% | +9.70% |
| 2009 | +35.99% | +16.31% |
| 2008 | -40.68% | -54.06% |
| 2007 | +4.90% | -19.59% |
| 2006 | +13.43% | +17.23% |
| 2005 | +14.09% | +6.58% |
| 2004 | +20.21% | +11.02% |
| 2003 | +35.79% | +25.90% |
| 2002 | -15.46% | -14.65% |
| 2001 | +0.35% | -6.80% |
| 2000 | N/A | +30.76% |
| 1999 | N/A | -5.52% |
IWR vs XLF Drawdown Comparison
The maximum drawdown for IWR was -58.78%, occurring on Mar 9, 2009. Recovery took 900 trading sessions.
The maximum drawdown for XLF was -82.72%, occurring on Mar 6, 2009. Recovery took 2555 trading sessions.
The current XLF drawdown is -0.69%.
| Rank | IWR | XLF |
|---|---|---|
| #1 | -58.78% Jul 13, 2007 - Feb 7, 2011 | -82.72% Jun 1, 2007 - Jul 25, 2017 |
| #2 | -40.59% Feb 20, 2020 - Oct 12, 2020 | -42.83% Feb 14, 2020 - Jan 6, 2021 |
| #3 | -32.26% Mar 19, 2002 - Sep 2, 2003 | -36.64% Jan 3, 2001 - Jan 15, 2004 |
| #4 | -26.17% Nov 16, 2021 - Mar 20, 2024 | -25.82% Jan 12, 2022 - Feb 22, 2024 |
| #5 | -24.17% Jul 7, 2011 - Mar 15, 2012 | -25.34% Nov 16, 1999 - Jun 2, 2000 |
| #6 | -21.21% Aug 29, 2018 - Apr 8, 2019 | -24.66% Jan 26, 2018 - Nov 4, 2019 |
| #7 | -21.09% Nov 25, 2024 - Jul 23, 2025 | -15.55% Feb 19, 2025 - Jun 27, 2025 |
| #8 | -20.33% Aug 2, 2001 - Jan 4, 2002 | -14.80% Jan 6, 2026 - Jul 6, 2026 |
| #9 | -19.42% Apr 23, 2015 - Jul 12, 2016 | -14.09% Sep 11, 2000 - Dec 26, 2000 |
| #10 | -10.82% Apr 2, 2012 - Sep 6, 2012 | -11.52% Jun 2, 2000 - Aug 4, 2000 |
| #11 | -10.11% May 5, 2006 - Oct 16, 2006 | -10.19% Mar 5, 2004 - Dec 1, 2004 |
| #12 | -9.68% Jan 26, 2018 - Jul 26, 2018 | -9.13% Feb 15, 2005 - Jul 14, 2005 |
| #13 | -9.33% Sep 5, 2014 - Nov 7, 2014 | -8.42% Jun 4, 2021 - Aug 10, 2021 |
| #14 | -8.91% Apr 5, 2004 - Oct 1, 2004 | -8.32% Feb 20, 2007 - May 9, 2007 |
| #15 | -8.17% Feb 26, 2026 - Apr 17, 2026 | -7.98% Jan 14, 2021 - Feb 12, 2021 |
Correlation
Correlation between IWR and XLF is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (1999 - 2026)
IWR vs XLF dividend yield comparison.
| Year | IWR | XLF |
|---|---|---|
| 2026 | 0.49% | 0.76% |
| 2025 | 1.29% | 1.31% |
| 2024 | 1.27% | 1.42% |
| 2023 | 1.43% | 1.71% |
| 2022 | 1.59% | 2.04% |
| 2021 | 1.05% | 1.63% |
| 2020 | 1.28% | 2.03% |
| 2019 | 1.43% | 1.87% |
| 2018 | 1.98% | 2.08% |
| 2017 | 1.52% | 1.48% |
| 2016 | 1.72% | 21.10% |
| 2015 | 1.59% | 1.95% |
| 2014 | 1.45% | 1.60% |
| 2013 | 1.31% | 1.47% |
| 2012 | 1.81% | 1.76% |
| 2011 | 1.58% | 1.73% |
| 2010 | 1.45% | 0.98% |
| 2009 | 1.50% | 1.71% |
| 2008 | 2.09% | 6.15% |
| 2007 | 1.37% | 3.00% |
| 2006 | 1.31% | 2.52% |
| 2005 | 1.40% | 2.24% |
| 2004 | 1.11% | 2.05% |
| 2003 | 1.08% | 1.84% |
| 2002 | 1.08% | 2.03% |
| 2001 | 0.59% | 1.53% |
| 2000 | 0.00% | 1.23% |
| 1999 | 0.00% | 0.35% |
Select Stocks to Compare
Popular: IWR vs SPYXLF vs SPY
More Comparisons
Compare with similar stocks