VONG vs XLF
Comparison between VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES (VONG, ETF) and THE FINANCIAL SELECT SECTOR SPDR FUND (XLF, ETF).
5-Year PerformanceVONG has outperformed XLF, delivering a return of +15.9% compared to +8.9%
VONG vs XLF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VONG
$51B
Winner
XLF
$52B
Expense Ratio
Winner
VONG
0.06%
XLF
0.08%
Max Drawdown
Winner
VONG
33.16%
XLF
83.75%
Sharpe Ratio
Winner
VONG
1.60
XLF
0.16
5Y Beta
VONG
1.20
Winner
XLF
0.81
P/E Ratio
VONG
35.73
Winner
XLF
16.19
Forward P/E
VONG
27.04
Winner
XLF
14.87
PEG Ratio
VONG
N/A
XLF
0.55
5Y Dividends CAGR
Winner
VONG
7.85%
XLF
5.32%
5Y EPS CAGR
Winner
VONG
33.17%
XLF
11.41%
Debt to Equity
Winner
VONG
25.76%
XLF
71.14%
P/S Ratio
VONG
5.58
Winner
XLF
3.34
P/B Ratio
VONG
12.58
Winner
XLF
2.21
VONG vs XLF - Holdings Comparison
VONG and XLF have 29 common holdings. Overlap is 5.22%
VONG's top 25 holdings weight is 74.85%. XLF's top 25 holdings weight is 77.18%.
| Rank | VONG | XLF |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.91% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 11.58% |
| #2 | APPLE INC (AAPL) - 11.63% | JPMORGAN CHASE & CO (JPM) - 11.32% |
| #3 | MICROSOFT CORP (MSFT) - 8.81% | VISA INC CLASS A (V) - 7.35% |
| #4 | BROADCOM INC (AVGO) - 4.79% | MASTERCARD INC CLASS A (MA) - 5.49% |
| #5 | AMAZON.COM INC (AMZN) - 4.65% | BANK OF AMERICA CORP (BAC) - 4.78% |
| #6 | TESLA INC (TSLA) - 3.55% | THE GOLDMAN SACHS GROUP INC (GS) - 3.74% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 3.53% | WELLS FARGO & CO (WFC) - 3.35% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.45% | MORGAN STANLEY (MS) - 3.09% |
| #9 | ALPHABET INC CLASS C (GOOG) - 2.87% | CITIGROUP INC (C) - 3.04% |
| #10 | ELI LILLY AND CO (LLY) - 2.66% | AMERICAN EXPRESS CO (AXP) - 2.30% |
| #11 | VISA INC CLASS A (V) - 1.74% | CHARLES SCHWAB CORP (SCHW) - 2.09% |
| #12 | COSTCO WHOLESALE CORP (COST) - 1.59% | BLACKROCK INC (BLK) - 2.05% |
| #13 | NETFLIX INC (NFLX) - 1.47% | S&P GLOBAL INC (SPGI) - 1.76% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.45% | CAPITAL ONE FINANCIAL CORP (COF) - 1.61% |
| #15 | ABBVIE INC (ABBV) - 1.39% | CHUBB LTD (CB) - 1.59% |
| #16 | n/a (PLTR) - 1.15% | PROGRESSIVE CORP (PGR) - 1.57% |
| #17 | GE AEROSPACE (GE) - 1.06% | CME GROUP INC CLASS A (CME) - 1.40% |
| #18 | LAM RESEARCH CORP (LRCX) - 0.97% | BLACKSTONE INC (BX) - 1.25% |
| #19 | THE HOME DEPOT INC (HD) - 0.90% | BANK OF NEW YORK MELLON CORP (BK) - 1.24% |
| #20 | ORACLE CORP (ORCL) - 0.89% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.21% |
| #21 | GE VERNOVA INC (GEV) - 0.85% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.20% |
| #22 | KLA CORP (KLAC) - 0.70% | U.S. BANCORP (USB) - 1.17% |
| #23 | ADVANCED MICRO DEVICES INC (AMD) - 0.69% | MARSH (MRSH) - 1.10% |
| #24 | INTUITIVE SURGICAL INC (ISRG) - 0.59% | KKR & CO INC ORDINARY SHARES (KKR) - 0.95% |
| #25 | AMPHENOL CORP CLASS A (APH) - 0.56% | MOODYS CORP (MCO) - 0.95% |
| Total Holdings | 393 | 80 |
VONG vs XLF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VONG
+9.04%
XLF
-0.15%
3M
Winner
VONG
+10.03%
XLF
+0.30%
6M
Winner
VONG
+2.99%
XLF
-3.07%
1Y
Winner
VONG
+26.83%
XLF
+2.95%
5Y(CAGR)
Winner
VONG
+15.85%
XLF
+8.92%
10Y(CAGR)
Winner
VONG
+18.54%
XLF
+12.70%
Max(CAGR)
Winner
VONG
+16.99%
XLF
+5.59%
VONG vs XLF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VONG | XLF |
|---|---|---|
| 2026 | +4.65% | -5.62% |
| 2025 | +18.63% | +15.17% |
| 2024 | +35.23% | +29.99% |
| 2023 | +43.77% | +11.63% |
| 2022 | -29.70% | -11.69% |
| 2021 | +29.31% | +36.68% |
| 2020 | +36.41% | -2.62% |
| 2019 | +36.29% | +30.78% |
| 2018 | -2.43% | -13.07% |
| 2017 | +29.13% | +20.65% |
| 2016 | +8.90% | +24.85% |
| 2015 | +5.56% | -1.74% |
| 2014 | +13.84% | +15.69% |
| 2013 | +30.09% | +31.71% |
| 2012 | +13.55% | +25.14% |
| 2011 | +1.35% | -18.93% |
| 2010 | +13.43% | +9.70% |
| 2009 | N/A | +16.31% |
| 2008 | N/A | -54.06% |
| 2007 | N/A | -19.59% |
| 2006 | N/A | +17.23% |
| 2005 | N/A | +6.58% |
| 2004 | N/A | +11.02% |
| 2003 | N/A | +25.90% |
| 2002 | N/A | -14.65% |
| 2001 | N/A | -6.80% |
| 2000 | N/A | +30.76% |
| 1999 | N/A | -5.52% |
VONG vs XLF Drawdown Comparison
The maximum drawdown for VONG was -32.72%, occurring on Oct 14, 2022. Recovery took 503 trading sessions.
The maximum drawdown for XLF was -82.72%, occurring on Mar 6, 2009. Recovery took 2555 trading sessions.
The current VONG drawdown is -0.20%. The current XLF drawdown is -8.08%.
| Rank | VONG | XLF |
|---|---|---|
| #1 | -32.72% Dec 27, 2021 - Dec 27, 2023 | -82.72% Jun 1, 2007 - Jul 25, 2017 |
| #2 | -31.71% Feb 19, 2020 - Jun 8, 2020 | -42.83% Feb 14, 2020 - Jan 6, 2021 |
| #3 | -23.27% Dec 16, 2024 - Jun 26, 2025 | -36.64% Jan 3, 2001 - Jan 15, 2004 |
| #4 | -22.01% Oct 1, 2018 - Apr 12, 2019 | -25.82% Jan 12, 2022 - Feb 22, 2024 |
| #5 | -18.00% Jul 7, 2011 - Feb 3, 2012 | -25.34% Nov 16, 1999 - Jun 2, 2000 |
| #6 | -16.23% Oct 29, 2025 - May 7, 2026 | -24.66% Jan 26, 2018 - Nov 4, 2019 |
| #7 | -13.80% Jul 20, 2015 - Jul 8, 2016 | -15.55% Feb 19, 2025 - Jun 27, 2025 |
| #8 | -13.12% Jul 10, 2024 - Oct 14, 2024 | -14.80% Jan 6, 2026 - Mar 27, 2026 |
| #9 | -11.34% Sep 2, 2020 - Dec 1, 2020 | -14.09% Sep 11, 2000 - Dec 26, 2000 |
| #10 | -10.21% Apr 2, 2012 - Sep 6, 2012 | -11.52% Jun 2, 2000 - Aug 4, 2000 |
| #11 | -9.80% Jan 26, 2018 - Jun 5, 2018 | -10.19% Mar 5, 2004 - Dec 1, 2004 |
| #12 | -9.74% Feb 12, 2021 - Apr 8, 2021 | -9.13% Feb 15, 2005 - Jul 14, 2005 |
| #13 | -7.97% Sep 19, 2012 - Jan 11, 2013 | -8.42% Jun 4, 2021 - Aug 10, 2021 |
| #14 | -7.93% Apr 29, 2019 - Jun 20, 2019 | -8.32% Feb 20, 2007 - May 9, 2007 |
| #15 | -7.36% Sep 19, 2014 - Oct 31, 2014 | -7.98% Jan 14, 2021 - Feb 12, 2021 |
Correlation
Correlation between VONG and XLF is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
VONG vs XLF dividend yield comparison.
| Year | VONG | XLF |
|---|---|---|
| 2026 | 0.11% | 0.49% |
| 2025 | 0.45% | 1.31% |
| 2024 | 0.55% | 1.42% |
| 2023 | 0.71% | 1.71% |
| 2022 | 0.98% | 2.04% |
| 2021 | 0.58% | 1.63% |
| 2020 | 0.77% | 2.03% |
| 2019 | 1.03% | 1.87% |
| 2018 | 1.18% | 2.08% |
| 2017 | 1.19% | 1.48% |
| 2016 | 1.48% | 21.10% |
| 2015 | 1.47% | 1.95% |
| 2014 | 1.44% | 1.60% |
| 2013 | 1.28% | 1.47% |
| 2012 | 1.69% | 1.76% |
| 2011 | 1.27% | 1.73% |
| 2010 | 0.15% | 0.98% |
| 2009 | 0.00% | 1.71% |
| 2008 | 0.00% | 6.15% |
| 2007 | 0.00% | 3.00% |
| 2006 | 0.00% | 2.52% |
| 2005 | 0.00% | 2.24% |
| 2004 | 0.00% | 2.05% |
| 2003 | 0.00% | 1.84% |
| 2002 | 0.00% | 2.03% |
| 2001 | 0.00% | 1.53% |
| 2000 | 0.00% | 1.23% |
| 1999 | 0.00% | 0.35% |
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