VBK vs XLV
Comparison between VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES (VBK, ETF) and THE HEALTH CARE SELECT SECTOR SPDR FUND (XLV, ETF).
5-Year PerformanceVBK has outperformed XLV, delivering a return of +5.0% compared to +4.6%
VBK vs XLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VBK
$39B
XLV
$39B
Expense Ratio
Winner
VBK
0.05%
XLV
0.08%
Max Drawdown
VBK
59.36%
Winner
XLV
40.58%
Sharpe Ratio
Winner
VBK
1.50
XLV
0.34
5Y Beta
VBK
1.18
Winner
XLV
0.48
P/E Ratio
VBK
60.66
Winner
XLV
27.12
Forward P/E
VBK
21.76
Winner
XLV
17.27
5Y Dividends CAGR
Winner
VBK
12.10%
XLV
8.03%
5Y EPS CAGR
Winner
VBK
18.83%
XLV
13.45%
Debt to Equity
VBK
28.21%
Winner
XLV
-113.38%
P/S Ratio
VBK
2.85
Winner
XLV
1.37
P/B Ratio
VBK
4.60
Winner
XLV
4.35
VBK vs XLV - Holdings Comparison
VBK and XLV have 3 common holdings. Overlap is 0.34%
VBK's top 25 holdings weight is 18.04%. XLV's top 25 holdings weight is 85.83%.
| Rank | VBK | XLV |
|---|---|---|
| #1 | SLCMT1142 (n/a) - 1.68% | ELI LILLY AND CO (LLY) - 13.36% |
| #2 | TECHNIPFMC PLC (FTI) - 0.91% | JOHNSON & JOHNSON (JNJ) - 10.59% |
| #3 | CIENA CORP (CIEN) - 0.90% | ABBVIE INC (ABBV) - 6.74% |
| #4 | CASEY'S GENERAL STORES INC (CASY) - 0.88% | UNITEDHEALTH GROUP INC (UNH) - 6.41% |
| #5 | NATERA INC (NTRA) - 0.87% | MERCK & CO INC (MRK) - 5.27% |
| #6 | LUMENTUM HOLDINGS INC (LITE) - 0.82% | AMGEN INC (AMGN) - 3.53% |
| #7 | FTAI AVIATION LTD (FTAI) - 0.82% | THERMO FISHER SCIENTIFIC INC (TMO) - 3.41% |
| #8 | CURTISS-WRIGHT CORP (CW) - 0.82% | INTUITIVE SURGICAL INC (ISRG) - 3.20% |
| #9 | COMFORT SYSTEMS USA INC (FIX) - 0.79% | ABBOTT LABORATORIES (ABT) - 3.15% |
| #10 | COHERENT CORP (COHR) - 0.73% | GILEAD SCIENCES INC (GILD) - 3.09% |
| #11 | ROYAL GOLD INC (RGLD) - 0.71% | PFIZER INC (PFE) - 2.90% |
| #12 | n/a (ASTS) - 0.71% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.29% |
| #13 | WOODWARD INC (WWD) - 0.70% | DANAHER CORP (DHR) - 2.17% |
| #14 | n/a (FWONK) - 0.68% | STRYKER CORP (SYK) - 2.13% |
| #15 | MASTEC INC (MTZ) - 0.67% | VERTEX PHARMACEUTICALS INC (VRTX) - 2.11% |
| #16 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.66% | MEDTRONIC PLC (MDT) - 2.02% |
| #17 | ATI INC (ATI) - 0.65% | CVS HEALTH CORP (CVS) - 1.99% |
| #18 | EQT CORP (EQT) - 0.65% | MCKESSON CORP (MCK) - 1.97% |
| #19 | NVENT ELECTRIC PLC (NVT) - 0.63% | BOSTON SCIENTIFIC CORP (BSX) - 1.67% |
| #20 | TWILIO INC CLASS A (TWLO) - 0.62% | ELEVANCE HEALTH INC (ELV) - 1.54% |
| #21 | HOULIHAN LOKEY INC CLASS A (HLI) - 0.52% | THE CIGNA GROUP (CI) - 1.45% |
| #22 | SOMNIGROUP INTERNATIONAL INC (SGI) - 0.41% | REGENERON PHARMACEUTICALS INC (REGN) - 1.42% |
| #23 | FIVE BELOW INC (FIVE) - 0.41% | HCA HEALTHCARE INC (HCA) - 1.30% |
| #24 | PENUMBRA INC (PEN) - 0.40% | CENCORA INC (COR) - 1.17% |
| #25 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.40% | ZOETIS INC CLASS A (ZTS) - 0.95% |
| Total Holdings | 512 | 62 |
VBK vs XLV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VBK
+8.31%
XLV
-4.13%
3M
Winner
VBK
+7.39%
XLV
-7.83%
6M
Winner
VBK
+15.27%
XLV
-0.99%
1Y
Winner
VBK
+34.17%
XLV
+8.87%
5Y(CAGR)
Winner
VBK
+5.00%
XLV
+4.62%
10Y(CAGR)
Winner
VBK
+11.87%
XLV
+9.26%
Max(CAGR)
Winner
VBK
+9.85%
XLV
+7.95%
VBK vs XLV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VBK | XLV |
|---|---|---|
| 2026 | +12.04% | -7.35% |
| 2025 | +8.29% | +14.46% |
| 2024 | +17.96% | +0.70% |
| 2023 | +22.53% | +2.36% |
| 2022 | -28.70% | -1.07% |
| 2021 | +7.63% | +26.58% |
| 2020 | +34.73% | +13.04% |
| 2019 | +33.46% | +22.30% |
| 2018 | -6.53% | +5.10% |
| 2017 | +21.21% | +20.20% |
| 2016 | +12.95% | -0.98% |
| 2015 | -2.40% | +6.45% |
| 2014 | +5.05% | +25.84% |
| 2013 | +34.65% | +38.67% |
| 2012 | +16.32% | +15.87% |
| 2011 | -3.15% | +11.38% |
| 2010 | +28.14% | +1.54% |
| 2009 | +38.51% | +17.13% |
| 2008 | -39.30% | -22.50% |
| 2007 | +10.06% | +7.12% |
| 2006 | +10.29% | +5.76% |
| 2005 | +10.57% | +7.66% |
| 2004 | +10.26% | +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% |
VBK vs XLV Drawdown Comparison
The maximum drawdown for VBK was -58.69%, occurring on Mar 9, 2009. Recovery took 796 trading sessions.
The maximum drawdown for XLV was -39.17%, occurring on Mar 9, 2009. Recovery took 850 trading sessions.
The current VBK drawdown is -1.06%. The current XLV drawdown is -10.06%.
| Rank | VBK | XLV |
|---|---|---|
| #1 | -58.69% Oct 10, 2007 - Dec 7, 2010 | -39.17% Dec 10, 2007 - Apr 26, 2011 |
| #2 | -38.71% Feb 20, 2020 - Jul 29, 2020 | -33.13% Jan 10, 2000 - Jun 16, 2005 |
| #3 | -38.39% Nov 8, 2021 - Nov 25, 2024 | -28.39% Jan 22, 2020 - Jul 15, 2020 |
| #4 | -28.93% Jul 7, 2011 - Sep 7, 2012 | -17.34% May 18, 2011 - Jan 18, 2012 |
| #5 | -27.54% Dec 4, 2024 - Sep 18, 2025 | -17.11% Sep 16, 2024 - Nov 21, 2025 |
| #6 | -26.61% Jun 23, 2015 - Dec 8, 2016 | -17.08% Jul 20, 2015 - Mar 1, 2017 |
| #7 | -25.96% Sep 4, 2018 - Jul 3, 2019 | -16.06% Apr 8, 2022 - Jan 4, 2024 |
| #8 | -18.24% Apr 5, 2004 - Nov 12, 2004 | -15.44% Nov 30, 2018 - Oct 29, 2019 |
| #9 | -16.98% May 8, 2006 - Feb 1, 2007 | -12.79% Jan 26, 2018 - Aug 17, 2018 |
| #10 | -13.64% Feb 12, 2021 - Nov 1, 2021 | -10.56% Dec 30, 2021 - Apr 7, 2022 |
| #11 | -13.23% Mar 4, 2014 - Feb 5, 2015 | -10.47% Feb 27, 2026 - Apr 29, 2026 |
| #12 | -11.44% Jan 22, 2026 - Apr 15, 2026 | -9.85% Mar 22, 2006 - Aug 29, 2006 |
| #13 | -10.96% Jul 19, 2007 - Oct 5, 2007 | -8.71% Oct 1, 2018 - Nov 30, 2018 |
| #14 | -10.15% Apr 29, 2011 - Jul 7, 2011 | -8.21% May 7, 2007 - Nov 30, 2007 |
| #15 | -9.88% Sep 14, 2012 - Jan 2, 2013 | -8.08% Sep 3, 2021 - Dec 15, 2021 |
Correlation
Correlation between VBK and XLV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
VBK vs XLV dividend yield comparison.
| Year | VBK | XLV |
|---|---|---|
| 2026 | 0.10% | 0.41% |
| 2025 | 0.54% | 1.60% |
| 2024 | 0.54% | 1.67% |
| 2023 | 0.68% | 1.59% |
| 2022 | 0.55% | 1.47% |
| 2021 | 0.36% | 1.33% |
| 2020 | 0.44% | 1.49% |
| 2019 | 0.57% | 2.17% |
| 2018 | 0.79% | 1.57% |
| 2017 | 0.82% | 1.47% |
| 2016 | 1.08% | 1.60% |
| 2015 | 0.98% | 1.43% |
| 2014 | 1.01% | 1.35% |
| 2013 | 0.65% | 1.52% |
| 2012 | 1.04% | 2.01% |
| 2011 | 0.55% | 1.96% |
| 2010 | 0.46% | 1.83% |
| 2009 | 0.40% | 1.85% |
| 2008 | 1.04% | 2.19% |
| 2007 | 0.58% | 1.62% |
| 2006 | 0.41% | 1.35% |
| 2005 | 0.37% | 1.25% |
| 2004 | 0.16% | 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% |
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