SPLV vs XLB
Comparison between INVESCO S&P 500 LOW VOLATILITY ETF (SPLV, ETF) and STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) ETF (XLB, ETF).
5-Year PerformanceSPLV has outperformed XLB, delivering a return of +5.8% compared to +4.9%
SPLV vs XLB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPLV
$7.20B
Winner
XLB
$7.30B
Expense Ratio
SPLV
0.25%
Winner
XLB
0.08%
Max Drawdown
Winner
SPLV
36.56%
XLB
60.72%
Sharpe Ratio
SPLV
-0.01
Winner
XLB
0.81
5Y Beta
Winner
SPLV
0.33
XLB
0.80
P/E Ratio
Winner
SPLV
21.08
XLB
33.51
Forward P/E
SPLV
19.81
Winner
XLB
17.87
PEG Ratio
SPLV
0.87
Winner
XLB
0.34
5Y Dividends CAGR
Winner
SPLV
10.28%
XLB
6.53%
5Y EPS CAGR
SPLV
12.62%
Winner
XLB
17.20%
Debt to Equity
SPLV
55.33%
Winner
XLB
40.29%
P/S Ratio
SPLV
3.38
Winner
XLB
2.06
P/B Ratio
Winner
SPLV
2.78
XLB
2.92
SPLV vs XLB - Holdings Comparison
SPLV and XLB have 3 common holdings. Overlap is 2.05%
SPLV's top 25 holdings weight is 29.80%. XLB's top 25 holdings weight is 98.83%.
| Rank | SPLV | XLB |
|---|---|---|
| #1 | LOEWS CORP (L) - 1.32% | LINDE PLC (LIN) - 14.68% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.27% | NEWMONT CORP (NEM) - 7.44% |
| #3 | FIRSTENERGY CORP (FE) - 1.27% | NUCOR CORP (NUE) - 6.12% |
| #4 | DUKE ENERGY CORP (DUK) - 1.24% | FREEPORT-MCMORAN INC (FCX) - 5.65% |
| #5 | ALLIANT ENERGY CORP (LNT) - 1.23% | AIR PRODUCTS AND CHEMICALS INC (APD) - 4.56% |
| #6 | AMEREN CORP (AEE) - 1.23% | CORTEVA INC (CTVA) - 4.40% |
| #7 | WEC ENERGY GROUP INC (WEC) - 1.22% | SHERWIN-WILLIAMS CO (SHW) - 4.38% |
| #8 | CENTERPOINT ENERGY INC (CNP) - 1.21% | VULCAN MATERIALS CO (VMC) - 4.37% |
| #9 | EVERGY INC (EVRG) - 1.20% | CRH PLC (CRH) - 4.30% |
| #10 | COCA-COLA CO (KO) - 1.20% | STEEL DYNAMICS INC (STLD) - 4.22% |
| #11 | DTE ENERGY CO (DTE) - 1.20% | MARTIN MARIETTA MATERIALS INC (MLM) - 4.11% |
| #12 | PINNACLE WEST CAPITAL CORP (PNW) - 1.19% | ECOLAB INC (ECL) - 4.02% |
| #13 | REALTY INCOME CORP (O) - 1.19% | DOW INC (DOW) - 3.11% |
| #14 | ATMOS ENERGY CORP (ATO) - 1.17% | PPG INDUSTRIES INC (PPG) - 3.02% |
| #15 | CMS ENERGY CORP (CMS) - 1.17% | ALBEMARLE CORP (ALB) - 2.53% |
| #16 | LINDE PLC (LIN) - 1.16% | SMURFIT WESTROCK PLC (SW) - 2.52% |
| #17 | SOUTHERN CO (SO) - 1.16% | DUPONT DE NEMOURS INC (DD) - 2.49% |
| #18 | REGENCY CENTERS CORP (REG) - 1.16% | PACKAGING CORP OF AMERICA (PKG) - 2.40% |
| #19 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.16% | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 2.39% |
| #20 | JOHNSON & JOHNSON (JNJ) - 1.15% | CF INDUSTRIES HOLDINGS INC (CF) - 2.28% |
| #21 | MCDONALD'S CORP (MCD) - 1.15% | AMCOR PLC ORDINARY SHARES (AMCR) - 2.21% |
| #22 | REPUBLIC SERVICES INC (RSG) - 1.15% | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 2.18% |
| #23 | COSTCO WHOLESALE CORP (COST) - 1.14% | INTERNATIONAL PAPER CO (IP) - 2.07% |
| #24 | DOMINION ENERGY INC (D) - 1.13% | BALL CORP (BALL) - 1.86% |
| #25 | AFLAC INC (AFL) - 1.13% | AVERY DENNISON CORP (AVY) - 1.52% |
| Total Holdings | 106 | 29 |
SPLV vs XLB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPLV
-0.11%
XLB
-1.75%
3M
SPLV
-3.03%
Winner
XLB
+0.04%
6M
SPLV
+4.16%
Winner
XLB
+15.92%
1Y
SPLV
+3.40%
Winner
XLB
+17.90%
5Y(CAGR)
Winner
SPLV
+5.84%
XLB
+4.93%
10Y(CAGR)
SPLV
+8.29%
Winner
XLB
+9.91%
Max(CAGR)
Winner
SPLV
+9.98%
XLB
+7.98%
SPLV vs XLB - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPLV | XLB |
|---|---|---|
| 2026 | +4.12% | +10.26% |
| 2025 | +4.53% | +11.15% |
| 2024 | +12.93% | +0.32% |
| 2023 | +0.57% | +12.57% |
| 2022 | -3.95% | -11.15% |
| 2021 | +25.59% | +28.67% |
| 2020 | -0.65% | +21.95% |
| 2019 | +29.84% | +23.50% |
| 2018 | +0.54% | -16.06% |
| 2017 | +17.18% | +23.29% |
| 2016 | +11.86% | +18.66% |
| 2015 | +3.90% | -8.81% |
| 2014 | +18.78% | +8.04% |
| 2013 | +20.63% | +22.92% |
| 2012 | +10.55% | +11.60% |
| 2011 | +6.95% | -11.64% |
| 2010 | N/A | +16.90% |
| 2009 | N/A | +42.96% |
| 2008 | N/A | -43.51% |
| 2007 | N/A | +22.87% |
| 2006 | N/A | +16.78% |
| 2005 | N/A | +5.14% |
| 2004 | N/A | +14.04% |
| 2003 | N/A | +33.88% |
| 2002 | N/A | -6.05% |
| 2001 | N/A | +4.21% |
| 2000 | N/A | -13.76% |
| 1999 | N/A | +11.31% |
SPLV vs XLB Drawdown Comparison
The maximum drawdown for SPLV was -36.25%, occurring on Mar 23, 2020. Recovery took 297 trading sessions.
The maximum drawdown for XLB was -59.83%, occurring on Mar 2, 2009. Recovery took 1250 trading sessions.
The current SPLV drawdown is -4.61%. The current XLB drawdown is -5.16%.
| Rank | SPLV | XLB |
|---|---|---|
| #1 | -36.25% Feb 14, 2020 - Apr 21, 2021 | -59.83% May 20, 2008 - May 8, 2013 |
| #2 | -17.26% Apr 20, 2022 - Jun 24, 2024 | -37.25% Jan 26, 2018 - Jul 17, 2020 |
| #3 | -12.49% Jul 7, 2011 - Oct 27, 2011 | -36.56% Jan 6, 2000 - Dec 1, 2003 |
| #4 | -11.51% Dec 3, 2018 - Feb 8, 2019 | -26.87% Feb 24, 2015 - Dec 5, 2016 |
| #5 | -11.30% Aug 18, 2015 - Oct 28, 2015 | -24.73% Apr 20, 2022 - Feb 29, 2024 |
| #6 | -9.10% Mar 3, 2025 - Aug 20, 2025 | -23.17% Oct 18, 2024 - Jan 9, 2026 |
| #7 | -9.02% Dec 31, 2021 - Apr 6, 2022 | -16.84% Mar 4, 2005 - Jan 6, 2006 |
| #8 | -8.91% Jan 26, 2018 - Jul 26, 2018 | -15.78% Jul 19, 2007 - Oct 9, 2007 |
| #9 | -8.59% Nov 29, 2024 - Mar 3, 2025 | -15.48% May 10, 2006 - Nov 20, 2006 |
| #10 | -7.72% Jul 22, 2016 - Feb 16, 2017 | -15.02% Oct 31, 2007 - Apr 16, 2008 |
| #11 | -7.52% Dec 29, 2015 - Mar 11, 2016 | -12.38% Feb 11, 2026 - Mar 20, 2026 |
| #12 | -7.41% Mar 2, 2026 - Jun 1, 2026 | -12.19% Mar 1, 2004 - Sep 2, 2004 |
| #13 | -7.13% May 17, 2013 - Jul 18, 2013 | -11.96% Dec 31, 2021 - Apr 20, 2022 |
| #14 | -6.02% Sep 13, 2018 - Nov 30, 2018 | -10.99% Sep 24, 2014 - Feb 12, 2015 |
| #15 | -6.02% Oct 27, 2011 - Dec 20, 2011 | -10.14% May 17, 2021 - Nov 8, 2021 |
Correlation
Correlation between SPLV and XLB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
SPLV vs XLB dividend yield comparison.
| Year | SPLV | XLB |
|---|---|---|
| 2026 | 0.92% | 0.41% |
| 2025 | 2.04% | 1.92% |
| 2024 | 1.88% | 1.92% |
| 2023 | 2.45% | 2.00% |
| 2022 | 2.11% | 2.26% |
| 2021 | 1.51% | 1.62% |
| 2020 | 2.12% | 1.72% |
| 2019 | 2.08% | 1.98% |
| 2018 | 2.18% | 2.20% |
| 2017 | 2.03% | 1.66% |
| 2016 | 2.03% | 1.95% |
| 2015 | 2.28% | 2.24% |
| 2014 | 2.20% | 1.97% |
| 2013 | 2.60% | 2.08% |
| 2012 | 3.01% | 2.27% |
| 2011 | 2.11% | 2.20% |
| 2010 | 0.00% | 3.07% |
| 2009 | 0.00% | 1.76% |
| 2008 | 0.00% | 3.60% |
| 2007 | 0.00% | 1.95% |
| 2006 | 0.00% | 3.25% |
| 2005 | 0.00% | 2.10% |
| 2004 | 0.00% | 1.70% |
| 2003 | 0.00% | 1.79% |
| 2002 | 0.00% | 2.29% |
| 2001 | 0.00% | 2.03% |
| 2000 | 0.00% | 4.22% |
| 1999 | 0.00% | 0.62% |
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