TLT vs XLV
Comparison between ISHARES 20+ YEAR TREASURY BOND ETF (TLT, ETF) and STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV, ETF).
5-Year PerformanceXLV has outperformed TLT, delivering a return of +6.1% compared to -7.7%
TLT vs XLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TLT
$41B
XLV
$41B
Expense Ratio
TLT
0.15%
Winner
XLV
0.08%
Max Drawdown
TLT
51.76%
Winner
XLV
40.58%
Sharpe Ratio
TLT
-0.08
Winner
XLV
1.18
5Y Beta
Winner
TLT
0.06
XLV
0.44
P/E Ratio
TLT
N/A
XLV
29.93
Forward P/E
TLT
N/A
XLV
19.60
5Y Dividends CAGR
Winner
TLT
12.46%
XLV
7.67%
5Y EPS CAGR
TLT
N/A
XLV
12.02%
Debt to Equity
TLT
N/A
XLV
52.40%
P/S Ratio
TLT
N/A
XLV
1.59
P/B Ratio
TLT
N/A
XLV
4.95
TLT vs XLV - Historical Returns
Returns include dividend reinvestment.
1M
TLT
-2.46%
Winner
XLV
+6.79%
3M
TLT
-2.26%
Winner
XLV
+10.30%
6M
TLT
-2.00%
Winner
XLV
+2.12%
1Y
TLT
+1.72%
Winner
XLV
+24.37%
5Y(CAGR)
TLT
-7.69%
Winner
XLV
+6.13%
10Y(CAGR)
TLT
-2.21%
Winner
XLV
+9.73%
Max(CAGR)
TLT
+3.56%
Winner
XLV
+8.35%
TLT vs XLV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | TLT | XLV |
|---|---|---|
| 2026 | -1.69% | +3.92% |
| 2025 | +3.96% | +14.46% |
| 2024 | -7.53% | +0.70% |
| 2023 | +0.84% | +2.36% |
| 2022 | -29.39% | -1.07% |
| 2021 | -4.49% | +26.58% |
| 2020 | +16.83% | +13.04% |
| 2019 | +13.52% | +22.30% |
| 2018 | -0.53% | +5.10% |
| 2017 | +8.72% | +20.20% |
| 2016 | +0.45% | -0.98% |
| 2015 | -2.87% | +6.45% |
| 2014 | +26.91% | +25.84% |
| 2013 | -12.20% | +38.67% |
| 2012 | +4.20% | +15.87% |
| 2011 | +34.98% | +11.38% |
| 2010 | +9.14% | +1.54% |
| 2009 | -19.78% | +17.13% |
| 2008 | +32.03% | -22.50% |
| 2007 | +9.50% | +7.12% |
| 2006 | +0.84% | +5.76% |
| 2005 | +8.37% | +7.66% |
| 2004 | +10.01% | +1.05% |
| 2003 | +4.32% | +11.89% |
| 2002 | +9.75% | -1.59% |
| 2001 | N/A | +3.39% |
| 2000 | N/A | -9.87% |
| 1999 | N/A | +10.22% |
TLT vs XLV Drawdown Comparison
The maximum drawdown for TLT was -48.35%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The maximum drawdown for XLV was -39.17%, occurring on Mar 9, 2009. Recovery took 850 trading sessions.
The current TLT drawdown is -41.38%. The current XLV drawdown is -2.55%.
| Rank | TLT | XLV |
|---|---|---|
| #1 | -48.35% Aug 4, 2020 - Oct 19, 2023 | -39.17% Dec 10, 2007 - Apr 26, 2011 |
| #2 | -26.58% Dec 30, 2008 - Aug 18, 2011 | -33.13% Jan 10, 2000 - Jun 16, 2005 |
| #3 | -20.48% Jul 25, 2012 - Dec 10, 2014 | -28.39% Jan 22, 2020 - Jul 15, 2020 |
| #4 | -17.88% Jul 8, 2016 - Jul 2, 2019 | -17.34% May 18, 2011 - Jan 18, 2012 |
| #5 | -15.80% Jan 30, 2015 - Jun 9, 2016 | -17.11% Sep 16, 2024 - Nov 21, 2025 |
| #6 | -15.73% Mar 9, 2020 - Apr 21, 2020 | -17.08% Jul 20, 2015 - Mar 1, 2017 |
| #7 | -15.69% Jun 13, 2003 - Dec 15, 2004 | -16.06% Apr 8, 2022 - Jan 4, 2024 |
| #8 | -10.91% Oct 3, 2011 - Dec 19, 2011 | -15.44% Nov 30, 2018 - Oct 29, 2019 |
| #9 | -10.82% Jun 30, 2005 - Nov 24, 2006 | -12.79% Jan 26, 2018 - Aug 17, 2018 |
| #10 | -10.41% Dec 19, 2011 - May 17, 2012 | -10.56% Dec 30, 2021 - Apr 7, 2022 |
| #11 | -8.63% Apr 21, 2020 - Jul 30, 2020 | -10.47% Feb 27, 2026 - Jun 26, 2026 |
| #12 | -8.24% Aug 28, 2019 - Feb 20, 2020 | -9.85% Mar 22, 2006 - Aug 29, 2006 |
| #13 | -8.03% Dec 4, 2006 - Aug 31, 2007 | -8.71% Oct 1, 2018 - Nov 30, 2018 |
| #14 | -7.49% Mar 20, 2008 - Sep 4, 2008 | -8.21% May 7, 2007 - Nov 30, 2007 |
| #15 | -6.68% Sep 24, 2002 - Feb 20, 2003 | -8.08% Sep 3, 2021 - Dec 15, 2021 |
Correlation
Correlation between TLT and XLV is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (1999 - 2026)
TLT vs XLV dividend yield comparison.
| Year | TLT | XLV |
|---|---|---|
| 2026 | 2.33% | 0.78% |
| 2025 | 4.43% | 1.60% |
| 2024 | 4.30% | 1.67% |
| 2023 | 3.38% | 1.59% |
| 2022 | 2.67% | 1.47% |
| 2021 | 1.50% | 1.33% |
| 2020 | 1.50% | 1.49% |
| 2019 | 2.27% | 2.17% |
| 2018 | 2.63% | 1.57% |
| 2017 | 2.43% | 1.47% |
| 2016 | 2.60% | 1.60% |
| 2015 | 2.61% | 1.43% |
| 2014 | 2.67% | 1.35% |
| 2013 | 3.26% | 1.52% |
| 2012 | 2.68% | 2.01% |
| 2011 | 3.30% | 1.96% |
| 2010 | 4.16% | 1.83% |
| 2009 | 4.05% | 1.85% |
| 2008 | 3.49% | 2.19% |
| 2007 | 4.50% | 1.62% |
| 2006 | 4.52% | 1.35% |
| 2005 | 4.55% | 1.25% |
| 2004 | 4.68% | 1.13% |
| 2003 | 5.30% | 1.15% |
| 2002 | 2.19% | 0.74% |
| 2001 | 0.00% | 0.27% |
| 2000 | 0.00% | 0.22% |
| 1999 | 0.00% | 0.57% |
Select Stocks to Compare
Popular: TLT vs SPYXLV vs SPY
More Comparisons
Compare with similar stocks
Compare TLT with:
Compare XLV with:
Popular suggestions:
TLT vs TBT
ISHARES 20+ YEAR TREASURY BOND ETF vs PROSHARES ULTRASHORT 20+ YEAR TREASURY
TLT vs BND
ISHARES 20+ YEAR TREASURY BOND ETF vs VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES
GSK vs XLV
GSK Plc vs STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF
BOND vs TLT
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND vs ISHARES 20+ YEAR TREASURY BOND ETF
THQ vs XLV
abrdn Healthcare Opportunities Fund vs STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF
TLT vs VGLT
ISHARES 20+ YEAR TREASURY BOND ETF vs VANGUARD LONG-TERM TREASURY INDEX FUND ETF SHARES
LABD vs XLV
DIREXION DAILY S&P BIOTECH BEAR 3X SHARES DIREXION DAILY S&P BIOTECH BEAR 3X SHARES vs STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF
BBBL vs TLT
BondBloxx BBB Rated 10+ Year Corporate Bond ETF vs ISHARES 20+ YEAR TREASURY BOND ETF