MBB vs XLV

Comparison between ISHARES MBS ETF (MBB, ETF) and THE HEALTH CARE SELECT SECTOR SPDR FUND (XLV, ETF).

5-Year PerformanceXLV has outperformed MBB, delivering a return of +4.6% compared to +0.4%

MBB vs XLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MBB(ETF)	XLV(ETF)
Net Assets	$39B	$39B
Expense Ratio	0.04%	0.08%
Max Drawdown	22.85%	40.58%
Sharpe Ratio	0.59	0.34
5Y Beta	0.04	0.48
P/E Ratio	N/A	27.12
Forward P/E	N/A	17.27
5Y Dividends CAGR	14.91%	8.03%
5Y EPS CAGR	N/A	13.45%
Debt to Equity	N/A	-113.38%
P/S Ratio	N/A	1.37
P/B Ratio	N/A	4.35

Net Assets

Winner

MBB

$39B

XLV

$39B

Expense Ratio

Winner

MBB

0.04%

XLV

0.08%

Max Drawdown

Winner

MBB

22.85%

XLV

40.58%

Sharpe Ratio

Winner

MBB

0.59

XLV

0.34

5Y Beta

Winner

MBB

0.04

XLV

0.48

P/E Ratio

MBB

N/A

XLV

27.12

Forward P/E

MBB

N/A

XLV

17.27

5Y Dividends CAGR

Winner

MBB

14.91%

XLV

8.03%

5Y EPS CAGR

MBB

N/A

XLV

13.45%

Debt to Equity

MBB

N/A

XLV

-113.38%

P/S Ratio

MBB

N/A

XLV

1.37

P/B Ratio

MBB

N/A

XLV

4.35

MBB vs XLV - Historical Returns

Returns include dividend reinvestment.

Period	MBB	XLV
1 month	+0.20%	-4.13%
3 months	+0.37%	-7.83%
6 months	+1.61%	-0.99%
1 year	+7.08%	+8.87%
5 years(CAGR)	+0.40%	+4.62%
10 years(CAGR)	+1.36%	+9.26%
Max(CAGR)	+2.71%	+7.95%

Winner

MBB

+0.20%

XLV

-4.13%

Winner

MBB

+0.37%

XLV

-7.83%

Winner

MBB

+1.61%

XLV

-0.99%

MBB

+7.08%

Winner

XLV

+8.87%

5Y(CAGR)

MBB

+0.40%

Winner

XLV

+4.62%

10Y(CAGR)

MBB

+1.36%

Winner

XLV

+9.26%

Max(CAGR)

MBB

+2.71%

Winner

XLV

+7.95%

MBB vs XLV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MBB	XLV
2026	+1.16%	-7.35%
2025	+8.48%	+14.46%
2024	+1.91%	+0.70%
2023	+4.52%	+2.36%
2022	-11.39%	-1.07%
2021	-1.44%	+26.58%
2020	+3.95%	+13.04%
2019	+5.99%	+22.30%
2018	+0.89%	+5.10%
2017	+2.43%	+20.20%
2016	+1.25%	-0.98%
2015	+1.13%	+6.45%
2014	+6.22%	+25.84%
2013	-1.98%	+38.67%
2012	+2.07%	+15.87%
2011	+6.01%	+11.38%
2010	+5.49%	+1.54%
2009	+4.73%	+17.13%
2008	+7.13%	-22.50%
2007	+4.99%	+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%

MBB vs XLV Drawdown Comparison

The maximum drawdown for MBB was -17.64%, occurring on Oct 19, 2023. Recovery took 1185 trading sessions.

The maximum drawdown for XLV was -39.17%, occurring on Mar 9, 2009. Recovery took 850 trading sessions.

The current MBB drawdown is -1.03%. The current XLV drawdown is -10.06%.

Rank	MBB	XLV
#1	-17.64% Feb 9, 2021 - Oct 28, 2025	-39.17% Dec 10, 2007 - Apr 26, 2011
#2	-4.81% Sep 25, 2012 - May 1, 2014	-33.13% Jan 10, 2000 - Jun 16, 2005
#3	-4.32% Mar 9, 2020 - Mar 27, 2020	-28.39% Jan 22, 2020 - Jul 15, 2020
#4	-3.82% Sep 17, 2008 - Nov 25, 2008	-17.34% May 18, 2011 - Jan 18, 2012
#5	-3.43% Sep 27, 2016 - Aug 23, 2017	-17.11% Sep 16, 2024 - Nov 21, 2025
#6	-3.00% May 20, 2008 - Sep 2, 2008	-17.08% Jul 20, 2015 - Mar 1, 2017
#7	-2.92% Sep 7, 2017 - Dec 28, 2018	-16.06% Apr 8, 2022 - Jan 4, 2024
#8	-2.65% Nov 4, 2010 - Apr 25, 2011	-15.44% Nov 30, 2018 - Oct 29, 2019
#9	-2.63% Feb 27, 2026 - Mar 26, 2026	-12.79% Jan 26, 2018 - Aug 17, 2018
#10	-2.56% May 8, 2007 - Aug 21, 2007	-10.56% Dec 30, 2021 - Apr 7, 2022
#11	-2.51% Jan 22, 2008 - Mar 17, 2008	-10.47% Feb 27, 2026 - Apr 29, 2026
#12	-2.02% May 20, 2009 - Jul 8, 2009	-9.85% Mar 22, 2006 - Aug 29, 2006
#13	-1.77% Jan 8, 2009 - Mar 18, 2009	-8.71% Oct 1, 2018 - Nov 30, 2018
#14	-1.74% Apr 15, 2015 - Sep 18, 2015	-8.21% May 7, 2007 - Nov 30, 2007
#15	-1.64% Nov 30, 2009 - Feb 4, 2010	-8.08% Sep 3, 2021 - Dec 15, 2021

Correlation

Correlation between MBB and XLV is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (1999 - 2026)

MBB vs XLV dividend yield comparison.

Year	MBB	XLV
2026	1.40%	0.41%
2025	4.21%	1.60%
2024	3.94%	1.67%
2023	3.40%	1.59%
2022	2.31%	1.47%
2021	1.05%	1.33%
2020	2.10%	1.49%
2019	2.77%	2.17%
2018	2.64%	1.57%
2017	2.23%	1.47%
2016	2.58%	1.60%
2015	2.66%	1.43%
2014	1.72%	1.35%
2013	1.27%	1.52%
2012	2.04%	2.01%
2011	3.33%	1.96%
2010	5.92%	1.83%
2009	3.57%	1.85%
2008	4.33%	2.19%
2007	3.89%	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%