SPYG vs XLF
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG, ETF) and STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF, ETF).
5-Year PerformanceSPYG has outperformed XLF, delivering a return of +14.0% compared to +10.7%
SPYG vs XLF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPYG
$53B
XLF
$51B
Expense Ratio
Winner
SPYG
0.04%
XLF
0.08%
Max Drawdown
Winner
SPYG
69.53%
XLF
83.75%
Sharpe Ratio
Winner
SPYG
1.13
XLF
0.68
5Y Beta
SPYG
1.22
Winner
XLF
0.78
P/E Ratio
SPYG
27.43
Winner
XLF
17.43
Forward P/E
SPYG
23.74
Winner
XLF
16.40
PEG Ratio
Winner
SPYG
0.36
XLF
0.59
5Y Dividends CAGR
SPYG
4.17%
Winner
XLF
6.07%
5Y EPS CAGR
Winner
SPYG
34.78%
XLF
11.67%
Debt to Equity
Winner
SPYG
80.35%
XLF
81.40%
P/S Ratio
SPYG
6.05
Winner
XLF
3.61
P/B Ratio
SPYG
8.47
Winner
XLF
2.45
SPYG vs XLF - Holdings Comparison
SPYG and XLF have 36 common holdings. Overlap is 10.62%
SPYG's top 25 holdings weight is 72.71%. XLF's top 25 holdings weight is 77.29%.
| Rank | SPYG | XLF |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.47% | JPMORGAN CHASE & CO (JPM) - 11.46% |
| #2 | APPLE INC (AAPL) - 5.99% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 11.36% |
| #3 | MICROSOFT CORP (MSFT) - 5.94% | VISA INC CLASS A (V) - 7.55% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.57% | MASTERCARD INC CLASS A (MA) - 5.57% |
| #5 | BROADCOM INC (AVGO) - 4.95% | BANK OF AMERICA CORP (BAC) - 4.98% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.55% | THE GOLDMAN SACHS GROUP INC (GS) - 3.93% |
| #7 | ALPHABET INC CLASS C (GOOG) - 4.50% | WELLS FARGO & CO (WFC) - 3.33% |
| #8 | TESLA INC (TSLA) - 4.23% | MORGAN STANLEY (MS) - 3.19% |
| #9 | AMAZON.COM INC (AMZN) - 4.02% | CITIGROUP INC (C) - 2.77% |
| #10 | ELI LILLY AND CO (LLY) - 2.68% | AMERICAN EXPRESS CO (AXP) - 2.36% |
| #11 | VISA INC CLASS A (V) - 1.89% | CHARLES SCHWAB CORP (SCHW) - 2.12% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.59% | BLACKROCK INC (BLK) - 1.92% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.51% | S&P GLOBAL INC (SPGI) - 1.72% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% | CAPITAL ONE FINANCIAL CORP (COF) - 1.62% |
| #15 | NETFLIX INC (NFLX) - 1.30% | CHUBB LTD (CB) - 1.60% |
| #16 | n/a (PLTR) - 1.30% | PROGRESSIVE CORP (PGR) - 1.56% |
| #17 | COSTCO WHOLESALE CORP (COST) - 1.24% | BANK OF NEW YORK MELLON CORP (BNY) - 1.36% |
| #18 | WALMART INC (WMT) - 1.10% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.27% |
| #19 | ORACLE CORP (ORCL) - 0.96% | U.S. BANCORP (USB) - 1.24% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.91% | BLACKSTONE INC (BX) - 1.16% |
| #21 | CATERPILLAR INC (CAT) - 0.85% | CME GROUP INC CLASS A (CME) - 1.12% |
| #22 | SALESFORCE INC (CRM) - 0.80% | MARSH (MRSH) - 1.11% |
| #23 | AMERICAN EXPRESS CO (AXP) - 0.66% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.01% |
| #24 | INTUITIVE SURGICAL INC (ISRG) - 0.64% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.99% |
| #25 | INTUIT INC (INTU) - 0.60% | THE TRAVELERS COMPANIES INC (TRV) - 0.99% |
| Total Holdings | 217 | 80 |
SPYG vs XLF - Historical Returns
Returns include dividend reinvestment.
1M
SPYG
+2.92%
Winner
XLF
+2.97%
3M
SPYG
+5.20%
Winner
XLF
+11.90%
6M
Winner
SPYG
+16.69%
XLF
+7.46%
1Y
Winner
SPYG
+24.05%
XLF
+13.00%
5Y(CAGR)
Winner
SPYG
+14.02%
XLF
+10.73%
10Y(CAGR)
Winner
SPYG
+17.76%
XLF
+13.55%
Max(CAGR)
Winner
SPYG
+7.62%
XLF
+6.01%
SPYG vs XLF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPYG | XLF |
|---|---|---|
| 2026 | +14.74% | +6.15% |
| 2025 | +22.14% | +15.17% |
| 2024 | +38.20% | +29.99% |
| 2023 | +31.60% | +11.63% |
| 2022 | -29.96% | -11.69% |
| 2021 | +33.93% | +36.68% |
| 2020 | +31.62% | -2.62% |
| 2019 | +31.17% | +30.78% |
| 2018 | -0.94% | -13.07% |
| 2017 | +26.39% | +20.65% |
| 2016 | +9.02% | +24.85% |
| 2015 | +5.36% | -1.74% |
| 2014 | +16.12% | +15.69% |
| 2013 | +29.29% | +31.71% |
| 2012 | +12.92% | +25.14% |
| 2011 | +3.55% | -18.93% |
| 2010 | +14.41% | +9.70% |
| 2009 | +32.10% | +16.31% |
| 2008 | -36.63% | -54.06% |
| 2007 | +11.12% | -19.59% |
| 2006 | +7.47% | +17.23% |
| 2005 | +3.63% | +6.58% |
| 2004 | +5.84% | +11.02% |
| 2003 | +25.42% | +25.90% |
| 2002 | -31.07% | -14.65% |
| 2001 | -19.84% | -6.80% |
| 2000 | -24.10% | +30.76% |
| 1999 | N/A | -5.52% |
SPYG vs XLF Drawdown Comparison
The maximum drawdown for SPYG was -67.63%, occurring on Mar 9, 2009. Recovery took 3326 trading sessions.
The maximum drawdown for XLF was -82.72%, occurring on Mar 6, 2009. Recovery took 2555 trading sessions.
The current SPYG drawdown is -0.28%. The current XLF drawdown is -0.33%.
| Rank | SPYG | XLF |
|---|---|---|
| #1 | -67.63% Oct 2, 2000 - Dec 23, 2013 | -82.72% Jun 1, 2007 - Jul 25, 2017 |
| #2 | -32.67% Dec 27, 2021 - Mar 1, 2024 | -42.83% Feb 14, 2020 - Jan 6, 2021 |
| #3 | -31.26% Feb 19, 2020 - Jun 10, 2020 | -36.64% Jan 3, 2001 - Jan 15, 2004 |
| #4 | -22.15% Feb 19, 2025 - Jun 24, 2025 | -25.82% Jan 12, 2022 - Feb 22, 2024 |
| #5 | -20.60% Oct 1, 2018 - Apr 23, 2019 | -25.34% Nov 16, 1999 - Jun 2, 2000 |
| #6 | -13.76% Oct 29, 2025 - Apr 15, 2026 | -24.66% Jan 26, 2018 - Nov 4, 2019 |
| #7 | -13.33% Nov 3, 2015 - Jul 8, 2016 | -15.55% Feb 19, 2025 - Jun 27, 2025 |
| #8 | -12.75% Jul 10, 2024 - Oct 14, 2024 | -14.80% Jan 6, 2026 - Jul 6, 2026 |
| #9 | -11.79% Jul 20, 2015 - Oct 29, 2015 | -14.09% Sep 11, 2000 - Dec 26, 2000 |
| #10 | -11.02% Sep 2, 2020 - Dec 1, 2020 | -11.52% Jun 2, 2000 - Aug 4, 2000 |
| #11 | -9.87% Jan 26, 2018 - Jun 4, 2018 | -10.19% Mar 5, 2004 - Dec 1, 2004 |
| #12 | -8.70% Feb 12, 2021 - Apr 5, 2021 | -9.13% Feb 15, 2005 - Jul 14, 2005 |
| #13 | -8.61% Jun 1, 2026 - Aug 4, 2026 | -8.42% Jun 4, 2021 - Aug 10, 2021 |
| #14 | -7.39% Sep 19, 2014 - Oct 31, 2014 | -8.32% Feb 20, 2007 - May 9, 2007 |
| #15 | -7.24% Sep 3, 2021 - Oct 26, 2021 | -7.98% Jan 14, 2021 - Feb 12, 2021 |
Correlation
Correlation between SPYG 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)
SPYG vs XLF dividend yield comparison.
| Year | SPYG | XLF |
|---|---|---|
| 2026 | 0.23% | 0.76% |
| 2025 | 0.52% | 1.31% |
| 2024 | 0.60% | 1.42% |
| 2023 | 1.15% | 1.71% |
| 2022 | 1.03% | 2.04% |
| 2021 | 0.62% | 1.63% |
| 2020 | 0.90% | 2.03% |
| 2019 | 1.37% | 1.87% |
| 2018 | 1.51% | 2.08% |
| 2017 | 1.41% | 1.48% |
| 2016 | 1.55% | 21.10% |
| 2015 | 1.57% | 1.95% |
| 2014 | 1.37% | 1.60% |
| 2013 | 1.42% | 1.47% |
| 2012 | 1.81% | 1.76% |
| 2011 | 1.64% | 1.73% |
| 2010 | 0.71% | 0.98% |
| 2009 | 0.90% | 1.71% |
| 2008 | 1.35% | 6.15% |
| 2007 | 0.82% | 3.00% |
| 2006 | 0.74% | 2.52% |
| 2005 | 0.73% | 2.24% |
| 2004 | 1.33% | 2.05% |
| 2003 | 0.50% | 1.84% |
| 2002 | 0.47% | 2.03% |
| 2001 | 0.22% | 1.53% |
| 2000 | 0.03% | 1.23% |
| 1999 | 0.00% | 0.35% |
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