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VFH vs XLP

Comparison between VANGUARD FINANCIALS INDEX FUND ETF SHARES (VFH, ETF) and STATE STREET(R) CONSUMER STAPLES SELECT SECTOR SPDR(R) ETF (XLP, ETF).

VFH is from the Financial Services sector, while XLP is from the Consumer Defensive sector.

5-Year PerformanceVFH has outperformed XLP, delivering a return of +10.8% compared to +6.5%

VFH vs XLP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VFH
$15B
XLP
$15B
Expense Ratio
VFH
0.09%
Winner
XLP
0.08%
Max Drawdown
VFH
79.90%
Winner
XLP
37.82%
Sharpe Ratio
Winner
VFH
0.65
XLP
0.29
5Y Beta
VFH
0.83
Winner
XLP
0.17
P/E Ratio
Winner
VFH
16.15
XLP
29.68
Forward P/E
Winner
VFH
14.45
XLP
20.46
PEG Ratio
VFH
N/A
XLP
1.23
5Y Dividends CAGR
Winner
VFH
12.03%
XLP
4.54%
5Y EPS CAGR
Winner
VFH
12.17%
XLP
9.71%
Debt to Equity
Winner
VFH
82.80%
XLP
111.98%
P/S Ratio
VFH
3.04
Winner
XLP
1.35
P/B Ratio
Winner
VFH
2.19
XLP
5.10

VFH vs XLP - Holdings Comparison

VFH and XLP have 1 common holdings. Overlap is -0.04%

VFH's top 25 holdings weight is 65.05%. XLP's top 25 holdings weight is 92.81%.

RankVFHXLP
#1
JPMORGAN CHASE & CO (JPM) - 8.83%
WALMART INC (WMT) - 10.49%
#2
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.77%
COSTCO WHOLESALE CORP (COST) - 8.85%
#3
MASTERCARD INC CLASS A (MA) - 4.76%
PROCTER & GAMBLE CO (PG) - 7.41%
#4
BANK OF AMERICA CORP (BAC) - 4.13%
COCA-COLA CO (KO) - 6.78%
#5
VISA INC CLASS A (V) - 4.10%
PHILIP MORRIS INTERNATIONAL INC (PM) - 6.41%
#6
MKTLIQ 12/31/2049 (n/a) - 3.44%
COLGATE-PALMOLIVE CO (CL) - 4.62%
#7
THE GOLDMAN SACHS GROUP INC (GS) - 3.38%
ALTRIA GROUP INC (MO) - 4.61%
#8
MORGAN STANLEY (MS) - 2.90%
MONSTER BEVERAGE CORP (MNST) - 4.34%
#9
WELLS FARGO & CO (WFC) - 2.80%
MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 4.24%
#10
CITIGROUP INC (C) - 2.39%
PEPSICO INC (PEP) - 4.24%
#11
n/a (n/a) - 2.36%
TARGET CORP (TGT) - 4.03%
#12
AMERICAN EXPRESS CO (AXP) - 1.98%
KEURIG DR PEPPER INC (KDP) - 2.64%
#13
BLACKROCK INC (BLK) - 1.82%
ARCHER-DANIELS-MIDLAND CO (ADM) - 2.63%
#14
CHARLES SCHWAB CORP (SCHW) - 1.70%
SYSCO CORP (SYY) - 2.46%
#15
S&P GLOBAL INC (SPGI) - 1.51%
KENVUE INC (KVUE) - 2.32%
#16
CAPITAL ONE FINANCIAL CORP (COF) - 1.32%
KIMBERLY-CLARK CORP (KMB) - 2.29%
#17
PROGRESSIVE CORP (PGR) - 1.31%
THE KROGER CO (KR) - 2.11%
#18
CHUBB LTD (CB) - 1.28%
CASEY'S GENERAL STORES INC (CASY) - 2.04%
#19
CME GROUP INC CLASS A (CME) - 1.17%
DOLLAR GENERAL CORP (DG) - 1.75%
#20
BANK OF NEW YORK MELLON CORP (BNY) - 1.13%
THE HERSHEY CO (HSY) - 1.62%
#21
PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.05%
CHURCH & DWIGHT CO INC (CHD) - 1.47%
#22
BLACKSTONE INC (BX) - 1.02%
DOLLAR TREE INC (DLTR) - 1.46%
#23
U.S. BANCORP (USB) - 1.00%
THE KRAFT HEINZ CO (KHC) - 1.40%
#24
INTERCONTINENTAL EXCHANGE INC (ICE) - 0.99%
THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 1.32%
#25
MARSH (MRSH) - 0.91%
GENERAL MILLS INC (GIS) - 1.28%
Total Holdings44138

VFH vs XLP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VFH
+2.73%
XLP
+0.31%
3M
Winner
VFH
+11.80%
XLP
+2.07%
6M
Winner
VFH
+6.94%
XLP
-1.98%
1Y
Winner
VFH
+14.26%
XLP
+6.39%
5Y(CAGR)
Winner
VFH
+10.83%
XLP
+6.48%
10Y(CAGR)
Winner
VFH
+13.29%
XLP
+7.40%
Max(CAGR)
VFH
+6.95%
Winner
XLP
+7.22%

VFH vs XLP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVFHXLP
2026+6.20%+10.95%
2025+15.14%+1.83%
2024+30.38%+10.94%
2023+13.79%-0.45%
2022-13.30%-0.82%
2021+37.15%+18.48%
2020-2.83%+11.03%
2019+30.58%+28.18%
2018-13.45%-7.50%
2017+19.08%+12.57%
2016+27.20%+6.33%
2015-0.60%+7.20%
2014+14.63%+17.17%
2013+29.33%+23.13%
2012+23.46%+10.84%
2011-16.14%+13.92%
2010+12.75%+12.93%
2009+13.97%+12.35%
2008-47.75%-13.79%
2007-17.62%+11.96%
2006+17.71%+14.03%
2005+6.85%+2.84%
2004+10.21%+8.95%
2003N/A+9.08%
2002N/A-19.81%
2001N/A-8.72%
2000N/A+27.10%
1999N/A-7.17%

VFH vs XLP Drawdown Comparison

The maximum drawdown for VFH was -78.61%, occurring on Mar 6, 2009. Recovery took 2380 trading sessions.

The maximum drawdown for XLP was -35.89%, occurring on Mar 10, 2003. Recovery took 1464 trading sessions.

The current VFH drawdown is -0.79%. The current XLP drawdown is -4.24%.

RankVFHXLP
#1-78.61%
Jun 4, 2007 - Nov 11, 2016		-35.89%
Dec 28, 2000 - Oct 26, 2006
#2-44.44%
Feb 14, 2020 - Jan 7, 2021		-32.39%
Sep 12, 2008 - Mar 17, 2010
#3-25.67%
Jan 12, 2022 - Feb 22, 2024		-26.38%
Nov 24, 1999 - Jul 5, 2000
#4-24.30%
Jan 26, 2018 - Nov 1, 2019		-24.50%
Feb 14, 2020 - Aug 12, 2020
#5-17.30%
Feb 18, 2025 - Jun 30, 2025		-16.32%
Apr 20, 2022 - Mar 28, 2024
#6-14.75%
Jan 6, 2026 - Jul 6, 2026		-16.11%
Jan 26, 2018 - Apr 17, 2019
#7-10.78%
Mar 5, 2004 - Nov 4, 2004		-11.94%
May 19, 2011 - Dec 6, 2011
#8-9.41%
Dec 30, 2004 - Jul 11, 2005		-10.07%
Aug 5, 2015 - Oct 22, 2015
#9-8.64%
Mar 1, 2017 - Jul 25, 2017		-9.69%
Feb 27, 2026 - Mar 20, 2026
#10-8.33%
Feb 20, 2007 - Jun 1, 2007		-9.24%
Jul 13, 2016 - Feb 22, 2017
#11-8.27%
Jun 4, 2021 - Aug 10, 2021		-9.01%
Dec 10, 2007 - Sep 8, 2008
#12-7.98%
Nov 29, 2024 - Jan 27, 2025		-8.88%
Mar 23, 2010 - Sep 20, 2010
#13-7.84%
Jan 14, 2021 - Feb 9, 2021		-8.53%
Aug 20, 2025 - Jan 14, 2026
#14-7.67%
Nov 3, 2021 - Jan 7, 2022		-8.36%
Sep 16, 2024 - Feb 25, 2025
#15-7.40%
May 5, 2006 - Sep 12, 2006		-8.19%
Feb 25, 2025 - Aug 12, 2025

Correlation

Correlation between VFH and XLP is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

VFH vs XLP dividend yield comparison.

YearVFHXLP
20260.87%1.21%
20251.55%2.75%
20241.75%2.77%
20232.08%2.63%
20222.31%2.47%
20211.87%2.27%
20202.21%2.50%
20192.17%2.57%
20182.30%3.04%
20171.53%2.62%
20161.63%2.53%
20152.00%2.53%
20141.85%2.40%
20131.82%2.39%
20122.13%3.06%
20112.02%2.73%
20101.32%2.60%
20091.72%2.45%
20085.14%2.74%
20072.83%2.08%
20061.96%1.97%
20051.81%1.90%
20042.13%1.54%
20030.00%1.65%
20020.00%1.93%
20010.00%1.26%
20000.00%1.04%
19990.00%0.29%

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