XLF vs IWB
Comparison between STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF, ETF) and ISHARES RUSSELL 1000 ETF (IWB, ETF).
5-Year PerformanceIWB has outperformed XLF, delivering a return of +12.5% compared to +8.7%
XLF vs IWB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLF
$49B
IWB
$49B
Expense Ratio
Winner
XLF
0.08%
IWB
0.15%
Max Drawdown
XLF
83.75%
Winner
IWB
56.43%
Sharpe Ratio
XLF
0.10
Winner
IWB
1.60
5Y Beta
Winner
XLF
0.80
IWB
0.98
P/E Ratio
Winner
XLF
16.07
IWB
29.25
Forward P/E
Winner
XLF
15.28
IWB
21.41
PEG Ratio
XLF
0.53
IWB
N/A
5Y Dividends CAGR
XLF
5.32%
Winner
IWB
9.65%
5Y EPS CAGR
XLF
11.24%
Winner
IWB
27.88%
Debt to Equity
XLF
71.69%
Winner
IWB
43.22%
P/S Ratio
Winner
XLF
3.32
IWB
3.39
P/B Ratio
Winner
XLF
2.21
IWB
5.31
XLF vs IWB - Holdings Comparison
XLF and IWB have 68 common holdings. Overlap is 8.21%
XLF's top 25 holdings weight is 77.37%. IWB's top 25 holdings weight is 46.81%.
| Rank | XLF | IWB |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 11.78% | NVIDIA CORP (NVDA) - 7.39% |
| #2 | JPMORGAN CHASE & CO (JPM) - 11.06% | APPLE INC (AAPL) - 6.52% |
| #3 | VISA INC CLASS A (V) - 7.27% | MICROSOFT CORP (MSFT) - 4.55% |
| #4 | MASTERCARD INC CLASS A (MA) - 5.30% | AMAZON.COM INC (AMZN) - 3.75% |
| #5 | BANK OF AMERICA CORP (BAC) - 4.75% | ALPHABET INC CLASS A (GOOGL) - 3.26% |
| #6 | THE GOLDMAN SACHS GROUP INC (GS) - 4.35% | BROADCOM INC (AVGO) - 2.80% |
| #7 | MORGAN STANLEY (MS) - 3.52% | ALPHABET INC CLASS C (GOOG) - 2.63% |
| #8 | WELLS FARGO & CO (WFC) - 3.35% | META PLATFORMS INC CLASS A (META) - 1.95% |
| #9 | CITIGROUP INC (C) - 3.13% | TESLA INC (TSLA) - 1.76% |
| #10 | AMERICAN EXPRESS CO (AXP) - 2.27% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% |
| #11 | BLACKROCK INC (BLK) - 2.00% | ELI LILLY AND CO (LLY) - 1.25% |
| #12 | CHARLES SCHWAB CORP (SCHW) - 1.99% | MICRON TECHNOLOGY INC (MU) - 1.23% |
| #13 | S&P GLOBAL INC (SPGI) - 1.74% | JPMORGAN CHASE & CO (JPM) - 1.22% |
| #14 | PROGRESSIVE CORP (PGR) - 1.57% | ADVANCED MICRO DEVICES INC (AMD) - 1.10% |
| #15 | CAPITAL ONE FINANCIAL CORP (COF) - 1.57% | EXXON MOBIL CORP (XOM) - 0.96% |
| #16 | CHUBB LTD (CB) - 1.55% | JOHNSON & JOHNSON (JNJ) - 0.83% |
| #17 | BANK OF NEW YORK MELLON CORP (BNY) - 1.33% | VISA INC CLASS A (V) - 0.81% |
| #18 | CME GROUP INC CLASS A (CME) - 1.23% | INTEL CORP (INTC) - 0.78% |
| #19 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.22% | WALMART INC (WMT) - 0.77% |
| #20 | BLACKSTONE INC (BX) - 1.17% | CISCO SYSTEMS INC (CSCO) - 0.70% |
| #21 | U.S. BANCORP (USB) - 1.16% | GILEAD SCIENCES INC (GILD) - 0.25% |
| #22 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.10% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.25% |
| #23 | MARSH (MRSH) - 1.06% | AMERICAN EXPRESS CO (AXP) - 0.25% |
| #24 | MOODYS CORP (MCO) - 0.95% | AMPHENOL CORP CLASS A (APH) - 0.24% |
| #25 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.95% | MARVELL TECHNOLOGY INC (MRVL) - 0.24% |
| Total Holdings | 80 | 939 |
XLF vs IWB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLF
+2.38%
IWB
+0.19%
3M
XLF
+4.76%
Winner
IWB
+8.72%
6M
XLF
-0.70%
Winner
IWB
+8.31%
1Y
XLF
+4.44%
Winner
IWB
+23.58%
5Y(CAGR)
XLF
+8.67%
Winner
IWB
+12.54%
10Y(CAGR)
XLF
+12.75%
Winner
IWB
+14.84%
Max(CAGR)
XLF
+5.65%
Winner
IWB
+8.50%
XLF vs IWB - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLF | IWB |
|---|---|---|
| 2026 | -4.01% | +7.94% |
| 2025 | +15.17% | +17.40% |
| 2024 | +29.99% | +25.08% |
| 2023 | +11.63% | +27.04% |
| 2022 | -11.69% | -19.70% |
| 2021 | +36.68% | +28.10% |
| 2020 | -2.62% | +19.74% |
| 2019 | +30.78% | +31.11% |
| 2018 | -13.07% | -5.57% |
| 2017 | +20.65% | +20.58% |
| 2016 | +24.85% | +13.69% |
| 2015 | -1.74% | +0.86% |
| 2014 | +15.69% | +14.05% |
| 2013 | +31.71% | +29.59% |
| 2012 | +25.14% | +14.77% |
| 2011 | -18.93% | +0.22% |
| 2010 | +9.70% | +14.18% |
| 2009 | +16.31% | +24.67% |
| 2008 | -54.06% | -36.70% |
| 2007 | -19.59% | +5.37% |
| 2006 | +17.23% | +13.49% |
| 2005 | +6.58% | +7.04% |
| 2004 | +11.02% | +10.98% |
| 2003 | +25.90% | +25.31% |
| 2002 | -14.65% | -22.03% |
| 2001 | -6.80% | -8.93% |
| 2000 | +30.76% | -4.97% |
| 1999 | -5.52% | N/A |
XLF vs IWB Drawdown Comparison
The maximum drawdown for XLF was -82.72%, occurring on Mar 6, 2009. Recovery took 2555 trading sessions.
The maximum drawdown for IWB was -55.38%, occurring on Mar 9, 2009. Recovery took 1119 trading sessions.
The current XLF drawdown is -6.51%. The current IWB drawdown is -2.81%.
| Rank | XLF | IWB |
|---|---|---|
| #1 | -82.72% Jun 1, 2007 - Jul 25, 2017 | -55.38% Oct 9, 2007 - Mar 19, 2012 |
| #2 | -42.83% Feb 14, 2020 - Jan 6, 2021 | -48.25% Sep 1, 2000 - Oct 13, 2006 |
| #3 | -36.64% Jan 3, 2001 - Jan 15, 2004 | -34.60% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -25.82% Jan 12, 2022 - Feb 22, 2024 | -25.20% Jan 3, 2022 - Dec 14, 2023 |
| #5 | -25.34% Nov 16, 1999 - Jun 2, 2000 | -19.72% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -24.66% Jan 26, 2018 - Nov 4, 2019 | -19.09% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.55% Feb 19, 2025 - Jun 27, 2025 | -14.25% May 21, 2015 - Jun 2, 2016 |
| #8 | -14.80% Jan 6, 2026 - Mar 27, 2026 | -9.97% Jan 26, 2018 - Jul 25, 2018 |
| #9 | -14.09% Sep 11, 2000 - Dec 26, 2000 | -9.86% Apr 2, 2012 - Aug 16, 2012 |
| #10 | -11.52% Jun 2, 2000 - Aug 4, 2000 | -9.45% Jul 19, 2007 - Oct 5, 2007 |
| #11 | -10.19% Mar 5, 2004 - Dec 1, 2004 | -9.33% Sep 2, 2020 - Nov 11, 2020 |
| #12 | -9.13% Feb 15, 2005 - Jul 14, 2005 | -8.86% Jan 27, 2026 - Apr 15, 2026 |
| #13 | -8.42% Jun 4, 2021 - Aug 10, 2021 | -8.43% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.32% Feb 20, 2007 - May 9, 2007 | -7.58% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -7.98% Jan 14, 2021 - Feb 12, 2021 | -7.30% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between XLF and IWB is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
XLF vs IWB dividend yield comparison.
| Year | XLF | IWB |
|---|---|---|
| 2026 | 0.48% | 0.21% |
| 2025 | 1.31% | 1.00% |
| 2024 | 1.42% | 1.14% |
| 2023 | 1.71% | 1.31% |
| 2022 | 2.04% | 1.56% |
| 2021 | 1.63% | 1.09% |
| 2020 | 2.03% | 1.37% |
| 2019 | 1.87% | 1.71% |
| 2018 | 2.08% | 2.06% |
| 2017 | 1.48% | 1.64% |
| 2016 | 21.10% | 1.89% |
| 2015 | 1.95% | 1.95% |
| 2014 | 1.60% | 1.70% |
| 2013 | 1.47% | 1.68% |
| 2012 | 1.76% | 2.05% |
| 2011 | 1.73% | 1.93% |
| 2010 | 0.98% | 1.67% |
| 2009 | 1.71% | 1.94% |
| 2008 | 6.15% | 2.49% |
| 2007 | 3.00% | 1.68% |
| 2006 | 2.52% | 1.57% |
| 2005 | 2.24% | 1.92% |
| 2004 | 2.05% | 1.73% |
| 2003 | 1.84% | 1.42% |
| 2002 | 2.03% | 1.54% |
| 2001 | 1.53% | 1.14% |
| 2000 | 1.23% | 0.64% |
| 1999 | 0.35% | 0.00% |
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