XLF vs IEF
Comparison between STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF, ETF) and ISHARES 7-10 YEAR TREASURY BOND ETF (IEF, ETF).
5-Year PerformanceXLF has outperformed IEF, delivering a return of +9.1% compared to -1.2%
XLF vs IEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XLF vs IEF - Historical Returns
Returns include dividend reinvestment.
XLF vs IEF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLF | IEF |
|---|---|---|
| 2026 | -2.40% | -0.38% |
| 2025 | +15.17% | +7.97% |
| 2024 | +29.99% | -0.26% |
| 2023 | +11.63% | +2.84% |
| 2022 | -11.69% | -14.36% |
| 2021 | +36.68% | -3.35% |
| 2020 | -2.62% | +9.50% |
| 2019 | +30.78% | +7.80% |
| 2018 | -13.07% | +1.32% |
| 2017 | +20.65% | +2.60% |
| 2016 | +24.85% | +0.58% |
| 2015 | -1.74% | +1.00% |
| 2014 | +15.69% | +8.64% |
| 2013 | +31.71% | -5.66% |
| 2012 | +25.14% | +4.33% |
| 2011 | -18.93% | +16.00% |
| 2010 | +9.70% | +9.10% |
| 2009 | +16.31% | -5.23% |
| 2008 | -54.06% | +17.07% |
| 2007 | -19.59% | +10.05% |
| 2006 | +17.23% | +2.53% |
| 2005 | +6.58% | +2.44% |
| 2004 | +11.02% | +4.97% |
| 2003 | +25.90% | +3.73% |
| 2002 | -14.65% | +6.25% |
| 2001 | -6.80% | N/A |
| 2000 | +30.76% | N/A |
| 1999 | -5.52% | N/A |
XLF vs IEF Drawdown Comparison
The maximum drawdown for XLF was -82.72%, occurring on Mar 6, 2009. Recovery took 2555 trading sessions.
The maximum drawdown for IEF was -23.92%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current XLF drawdown is -4.94%. The current IEF drawdown is -11.18%.
| Rank | XLF | IEF |
|---|---|---|
| #1 | -82.72% Jun 1, 2007 - Jul 25, 2017 | -23.92% Aug 4, 2020 - Oct 19, 2023 |
| #2 | -42.83% Feb 14, 2020 - Jan 6, 2021 | -10.40% Dec 30, 2008 - Jun 28, 2010 |
| #3 | -36.64% Jan 3, 2001 - Jan 15, 2004 | -9.07% May 1, 2013 - Oct 14, 2014 |
| #4 | -25.82% Jan 12, 2022 - Feb 22, 2024 | -8.81% Jul 8, 2016 - May 28, 2019 |
| #5 | -25.34% Nov 16, 1999 - Jun 2, 2000 | -8.53% Jun 13, 2003 - Mar 16, 2004 |
| #6 | -24.66% Jan 26, 2018 - Nov 4, 2019 | -8.01% Oct 11, 2010 - Jul 13, 2011 |
| #7 | -15.55% Feb 19, 2025 - Jun 27, 2025 | -7.21% Mar 16, 2004 - Sep 22, 2004 |
| #8 | -14.80% Jan 6, 2026 - Mar 27, 2026 | -6.18% Mar 20, 2008 - Sep 15, 2008 |
| #9 | -14.09% Sep 11, 2000 - Dec 26, 2000 | -5.37% Sep 17, 2008 - Nov 19, 2008 |
| #10 | -11.52% Jun 2, 2000 - Aug 4, 2000 | -5.35% Jan 30, 2015 - Jan 28, 2016 |
| #11 | -10.19% Mar 5, 2004 - Dec 1, 2004 | -4.91% Jun 1, 2005 - Sep 21, 2006 |
| #12 | -9.13% Feb 15, 2005 - Jul 14, 2005 | -4.68% Mar 9, 2020 - Apr 1, 2020 |
| #13 | -8.42% Jun 4, 2021 - Aug 10, 2021 | -4.40% Sep 22, 2011 - Dec 19, 2011 |
| #14 | -8.32% Feb 20, 2007 - May 9, 2007 | -4.03% Oct 9, 2002 - Feb 13, 2003 |
| #15 | -7.98% Jan 14, 2021 - Feb 12, 2021 | -3.91% Feb 9, 2005 - May 5, 2005 |
Correlation
Correlation between XLF and IEF is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
XLF vs IEF dividend yield comparison.
| Year | XLF | IEF |
|---|---|---|
| 2026 | 0.47% | 1.64% |
| 2025 | 1.31% | 3.77% |
| 2024 | 1.42% | 3.62% |
| 2023 | 1.71% | 2.91% |
| 2022 | 2.04% | 1.96% |
| 2021 | 1.63% | 0.83% |
| 2020 | 2.03% | 1.08% |
| 2019 | 1.87% | 2.08% |
| 2018 | 2.08% | 2.24% |
| 2017 | 1.48% | 1.82% |
| 2016 | 21.10% | 1.81% |
| 2015 | 1.95% | 1.90% |
| 2014 | 1.60% | 2.05% |
| 2013 | 1.47% | 1.77% |
| 2012 | 1.76% | 1.79% |
| 2011 | 1.73% | 2.55% |
| 2010 | 0.98% | 3.24% |
| 2009 | 1.71% | 3.96% |
| 2008 | 6.15% | 3.71% |
| 2007 | 3.00% | 4.29% |
| 2006 | 2.52% | 4.23% |
| 2005 | 2.24% | 3.87% |
| 2004 | 2.05% | 3.74% |
| 2003 | 1.84% | 3.80% |
| 2002 | 2.03% | 2.07% |
| 2001 | 1.53% | 0.00% |
| 2000 | 1.23% | 0.00% |
| 1999 | 0.35% | 0.00% |
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