XHB vs PWV
Comparison between SPDR(R) S&P(R) HOMEBUILDERS ETF (XHB, ETF) and INVESCO LARGE CAP VALUE ETF (PWV, ETF).
5-Year PerformancePWV has outperformed XHB, delivering a return of +12.4% compared to +6.6%
XHB vs PWV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XHB
$1.50B
PWV
$1.50B
Expense Ratio
Winner
XHB
0.35%
PWV
0.55%
Max Drawdown
XHB
82.30%
Winner
PWV
50.70%
Sharpe Ratio
XHB
0.21
Winner
PWV
2.09
5Y Beta
XHB
0.94
Winner
PWV
0.64
P/E Ratio
XHB
19.01
Winner
PWV
16.19
Forward P/E
XHB
17.00
Winner
PWV
13.39
PEG Ratio
XHB
N/A
PWV
0.28
5Y Dividends CAGR
Winner
XHB
8.28%
PWV
7.51%
5Y EPS CAGR
Winner
XHB
11.56%
PWV
10.49%
Debt to Equity
Winner
XHB
-9.62%
PWV
57.25%
P/S Ratio
Winner
XHB
1.27
PWV
1.39
P/B Ratio
Winner
XHB
2.22
PWV
2.27
XHB vs PWV - Holdings Comparison
XHB and PWV have 1 common holdings. Overlap is 0.00%
XHB's top 25 holdings weight is 84.35%. PWV's top 25 holdings weight is 66.47%.
| Rank | XHB | PWV |
|---|---|---|
| #1 | MODINE MANUFACTURING CO (MOD) - 3.86% | UNITEDHEALTH GROUP INC (UNH) - 4.29% |
| #2 | TOPBUILD CORP (BLD) - 3.83% | CISCO SYSTEMS INC (CSCO) - 3.90% |
| #3 | MASCO CORP (MAS) - 3.78% | CITIGROUP INC (C) - 3.78% |
| #4 | OWENS-CORNING INC (OC) - 3.75% | MORGAN STANLEY (MS) - 3.62% |
| #5 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 3.68% | BANK OF AMERICA CORP (BAC) - 3.41% |
| #6 | D.R. HORTON INC (DHI) - 3.53% | JPMORGAN CHASE & CO (JPM) - 3.36% |
| #7 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 3.49% | CHEVRON CORP (CVX) - 3.36% |
| #8 | JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 3.47% | EXXON MOBIL CORP (XOM) - 3.35% |
| #9 | MERITAGE HOMES CORP (MTH) - 3.41% | THE GOLDMAN SACHS GROUP INC (GS) - 3.29% |
| #10 | TAYLOR MORRISON HOME CORP (TMHC) - 3.38% | VERIZON COMMUNICATIONS INC (VZ) - 3.07% |
| #11 | LENNOX INTERNATIONAL INC (LII) - 3.38% | THE WALT DISNEY CO (DIS) - 3.06% |
| #12 | INSTALLED BUILDING PRODUCTS INC (IBP) - 3.36% | WELLS FARGO & CO (WFC) - 3.05% |
| #13 | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 3.30% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.04% |
| #14 | CARLISLE COMPANIES INC (CSL) - 3.26% | JOHNSON & JOHNSON (JNJ) - 2.96% |
| #15 | CAVCO INDUSTRIES INC (CVCO) - 3.25% | PEPSICO INC (PEP) - 2.96% |
| #16 | PULTEGROUP INC (PHM) - 3.25% | MARATHON PETROLEUM CORP (MPC) - 1.85% |
| #17 | WILLIAMS-SONOMA INC (WSM) - 3.24% | VALERO ENERGY CORP (VLO) - 1.76% |
| #18 | TOLL BROTHERS INC (TOL) - 3.23% | EBAY INC (EBAY) - 1.71% |
| #19 | KB HOME (KBH) - 3.17% | PHILLIPS 66 (PSX) - 1.62% |
| #20 | SOMNIGROUP INTERNATIONAL INC (SGI) - 3.16% | BANK OF NEW YORK MELLON CORP (BK) - 1.57% |
| #21 | CHAMPION HOMES INC (SKY) - 3.15% | TARGET CORP (TGT) - 1.54% |
| #22 | LOWE'S COMPANIES INC (LOW) - 3.14% | CVS HEALTH CORP (CVS) - 1.51% |
| #23 | NVR INC (NVR) - 3.12% | ENERGY TRANSFER LP (ET) - 1.50% |
| #24 | ALLEGION PLC (ALLE) - 3.11% | ALTRIA GROUP INC (MO) - 1.46% |
| #25 | THE HOME DEPOT INC (HD) - 3.05% | BAKER HUGHES CO CLASS A (BKR) - 1.45% |
| Total Holdings | 36 | 52 |
XHB vs PWV - Historical Returns
Returns include dividend reinvestment.
1M
XHB
-2.17%
Winner
PWV
+1.84%
3M
XHB
-15.63%
Winner
PWV
+3.18%
6M
XHB
-3.98%
Winner
PWV
+10.37%
1Y
XHB
+1.35%
Winner
PWV
+23.89%
5Y(CAGR)
XHB
+6.64%
Winner
PWV
+12.40%
10Y(CAGR)
Winner
XHB
+12.80%
PWV
+11.79%
Max(CAGR)
XHB
+5.09%
Winner
PWV
+10.10%
XHB vs PWV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XHB | PWV |
|---|---|---|
| 2026 | -2.68% | +8.78% |
| 2025 | +0.28% | +19.47% |
| 2024 | +11.24% | +13.95% |
| 2023 | +57.98% | +10.50% |
| 2022 | -27.51% | -1.98% |
| 2021 | +51.99% | +30.66% |
| 2020 | +27.60% | -4.55% |
| 2019 | +40.05% | +29.16% |
| 2018 | -26.04% | -14.36% |
| 2017 | +30.60% | +16.04% |
| 2016 | +1.63% | +20.43% |
| 2015 | +1.58% | -4.84% |
| 2014 | +3.68% | +13.32% |
| 2013 | +22.32% | +29.72% |
| 2012 | +54.88% | +14.97% |
| 2011 | -2.21% | +5.30% |
| 2010 | +15.81% | +12.02% |
| 2009 | +24.66% | +15.26% |
| 2008 | -34.51% | -26.06% |
| 2007 | -46.38% | +5.32% |
| 2006 | -16.47% | +22.45% |
| 2005 | N/A | +8.65% |
XHB vs PWV Drawdown Comparison
The maximum drawdown for XHB was -81.62%, occurring on Mar 9, 2009. Recovery took 2909 trading sessions.
The maximum drawdown for PWV was -49.06%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.
The current XHB drawdown is -18.18%. The current PWV drawdown is -1.47%.
| Rank | XHB | PWV |
|---|---|---|
| #1 | -81.62% Apr 5, 2006 - Oct 24, 2017 | -49.06% Oct 9, 2007 - May 6, 2010 |
| #2 | -49.57% Feb 20, 2020 - Jul 27, 2020 | -45.10% May 6, 2010 - Jul 18, 2013 |
| #3 | -39.45% Dec 10, 2021 - Aug 1, 2023 | -37.64% Feb 12, 2020 - Feb 23, 2021 |
| #4 | -33.52% Jan 22, 2018 - Oct 25, 2019 | -22.24% Jan 26, 2018 - Oct 25, 2019 |
| #5 | -30.53% Oct 18, 2024 - Apr 8, 2025 | -16.38% Jan 11, 2022 - Jul 31, 2023 |
| #6 | -18.22% Aug 1, 2023 - Dec 1, 2023 | -15.12% May 21, 2015 - Jul 8, 2016 |
| #7 | -12.09% Mar 28, 2024 - Jul 16, 2024 | -14.32% Nov 29, 2024 - Jun 23, 2025 |
| #8 | -11.65% May 7, 2021 - Nov 4, 2021 | -10.45% Jun 4, 2007 - Oct 5, 2007 |
| #9 | -10.61% Jul 31, 2024 - Aug 23, 2024 | -9.27% Jul 31, 2023 - Dec 1, 2023 |
| #10 | -9.71% Oct 15, 2020 - Nov 23, 2020 | -8.72% Sep 19, 2014 - Nov 18, 2014 |
| #11 | -8.56% Feb 22, 2006 - Mar 17, 2006 | -6.53% Jan 15, 2014 - Mar 6, 2014 |
| #12 | -6.71% Feb 11, 2021 - Mar 10, 2021 | -6.46% May 5, 2006 - Jul 28, 2006 |
| #13 | -6.02% Aug 24, 2020 - Oct 1, 2020 | -6.25% Jun 4, 2021 - Aug 12, 2021 |
| #14 | -5.96% Aug 23, 2024 - Sep 13, 2024 | -6.24% Feb 15, 2007 - Apr 16, 2007 |
| #15 | -5.13% Jan 22, 2021 - Feb 5, 2021 | -6.21% Jul 17, 2024 - Aug 23, 2024 |
Correlation
Correlation between XHB and PWV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2005 - 2026)
XHB vs PWV dividend yield comparison.
| Year | XHB | PWV |
|---|---|---|
| 2026 | 0.15% | 0.47% |
| 2025 | 0.78% | 2.12% |
| 2024 | 0.59% | 2.08% |
| 2023 | 0.77% | 2.16% |
| 2022 | 1.06% | 2.29% |
| 2021 | 0.51% | 1.89% |
| 2020 | 0.73% | 2.66% |
| 2019 | 0.89% | 2.24% |
| 2018 | 1.25% | 2.34% |
| 2017 | 0.72% | 1.55% |
| 2016 | 0.67% | 2.35% |
| 2015 | 0.50% | 2.42% |
| 2014 | 0.54% | 1.93% |
| 2013 | 0.29% | 1.82% |
| 2012 | 0.97% | 2.41% |
| 2011 | 0.89% | 2.21% |
| 2010 | 1.93% | 2.24% |
| 2009 | 0.98% | 2.19% |
| 2008 | 3.15% | 2.81% |
| 2007 | 1.53% | 2.28% |
| 2006 | 0.56% | 1.35% |
| 2005 | 0.00% | 1.28% |
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