XLF vs IWR
Comparison between STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF, ETF) and ISHARES RUSSELL MID-CAP ETF (IWR, ETF).
5-Year PerformanceXLF has outperformed IWR, delivering a return of +10.6% compared to +8.5%
XLF vs IWR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLF
$58B
IWR
$57B
Expense Ratio
Winner
XLF
0.08%
IWR
0.18%
Max Drawdown
XLF
83.75%
Winner
IWR
59.73%
Sharpe Ratio
XLF
0.62
Winner
IWR
1.30
5Y Beta
Winner
XLF
0.78
IWR
0.90
P/E Ratio
Winner
XLF
17.43
IWR
27.07
Forward P/E
Winner
XLF
16.40
IWR
18.19
PEG Ratio
XLF
0.59
IWR
N/A
5Y Dividends CAGR
XLF
6.07%
Winner
IWR
9.85%
5Y EPS CAGR
XLF
11.67%
Winner
IWR
12.23%
Debt to Equity
Winner
XLF
81.40%
IWR
117.11%
P/S Ratio
XLF
3.61
Winner
IWR
1.79
P/B Ratio
Winner
XLF
2.45
IWR
3.22
XLF vs IWR - Holdings Comparison
XLF and IWR have 41 common holdings. Overlap is 9.24%
XLF's top 25 holdings weight is 77.29%. IWR's top 25 holdings weight is 12.32%.
| Rank | XLF | IWR |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 11.46% | MARATHON PETROLEUM CORP (MPC) - 0.69% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 11.36% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.66% |
| #3 | VISA INC CLASS A (V) - 7.55% | CLOUDFLARE INC (NET) - 0.63% |
| #4 | MASTERCARD INC CLASS A (MA) - 5.57% | PHILLIPS 66 (PSX) - 0.62% |
| #5 | BANK OF AMERICA CORP (BAC) - 4.98% | DATADOG INC CLASS A (DDOG) - 0.61% |
| #6 | THE GOLDMAN SACHS GROUP INC (GS) - 3.93% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.60% |
| #7 | WELLS FARGO & CO (WFC) - 3.33% | ROYAL CARIBBEAN GROUP (RCL) - 0.53% |
| #8 | MORGAN STANLEY (MS) - 3.19% | SIMON PROPERTY GROUP INC (SPG) - 0.53% |
| #9 | CITIGROUP INC (C) - 2.77% | ALLSTATE CORP (ALL) - 0.47% |
| #10 | AMERICAN EXPRESS CO (AXP) - 2.36% | DIGITAL REALTY TRUST INC (DLR) - 0.47% |
| #11 | CHARLES SCHWAB CORP (SCHW) - 2.12% | KINDER MORGAN INC CLASS P (KMI) - 0.46% |
| #12 | BLACKROCK INC (BLK) - 1.92% | UNITED RENTALS INC (URI) - 0.46% |
| #13 | S&P GLOBAL INC (SPGI) - 1.72% | COMFORT SYSTEMS USA INC (FIX) - 0.45% |
| #14 | CAPITAL ONE FINANCIAL CORP (COF) - 1.62% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.45% |
| #15 | CHUBB LTD (CB) - 1.60% | n/a (WBD) - 0.45% |
| #16 | PROGRESSIVE CORP (PGR) - 1.56% | REALTY INCOME CORP (O) - 0.44% |
| #17 | BANK OF NEW YORK MELLON CORP (BNY) - 1.36% | W.W. GRAINGER INC (GWW) - 0.43% |
| #18 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.27% | TARGA RESOURCES CORP (TRGP) - 0.43% |
| #19 | U.S. BANCORP (USB) - 1.24% | CORTEVA INC (CTVA) - 0.43% |
| #20 | BLACKSTONE INC (BX) - 1.16% | TERADYNE INC (TER) - 0.43% |
| #21 | CME GROUP INC CLASS A (CME) - 1.12% | LUMENTUM HOLDINGS INC (LITE) - 0.43% |
| #22 | MARSH (MRSH) - 1.11% | ONEOK INC (OKE) - 0.42% |
| #23 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.01% | COHERENT CORP (COHR) - 0.41% |
| #24 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.99% | CENCORA INC (COR) - 0.41% |
| #25 | THE TRAVELERS COMPANIES INC (TRV) - 0.99% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.41% |
| Total Holdings | 80 | 808 |
XLF vs IWR - Historical Returns
Returns include dividend reinvestment.
1M
XLF
+2.77%
Winner
IWR
+2.85%
3M
Winner
XLF
+12.13%
IWR
+8.10%
6M
XLF
+7.07%
Winner
IWR
+11.72%
1Y
XLF
+13.86%
Winner
IWR
+22.97%
5Y(CAGR)
Winner
XLF
+10.65%
IWR
+8.54%
10Y(CAGR)
Winner
XLF
+13.50%
IWR
+11.64%
Max(CAGR)
XLF
+5.99%
Winner
IWR
+10.08%
XLF vs IWR - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLF | IWR |
|---|---|---|
| 2026 | +5.76% | +16.84% |
| 2025 | +15.17% | +10.50% |
| 2024 | +29.99% | +15.85% |
| 2023 | +11.63% | +17.57% |
| 2022 | -11.69% | -17.15% |
| 2021 | +36.68% | +24.43% |
| 2020 | -2.62% | +16.54% |
| 2019 | +30.78% | +30.71% |
| 2018 | -13.07% | -9.72% |
| 2017 | +20.65% | +17.37% |
| 2016 | +24.85% | +15.08% |
| 2015 | -1.74% | -2.62% |
| 2014 | +15.69% | +14.16% |
| 2013 | +31.71% | +31.20% |
| 2012 | +25.14% | +15.74% |
| 2011 | -18.93% | -2.81% |
| 2010 | +9.70% | +23.51% |
| 2009 | +16.31% | +35.99% |
| 2008 | -54.06% | -40.68% |
| 2007 | -19.59% | +4.90% |
| 2006 | +17.23% | +13.43% |
| 2005 | +6.58% | +14.09% |
| 2004 | +11.02% | +20.21% |
| 2003 | +25.90% | +35.79% |
| 2002 | -14.65% | -15.46% |
| 2001 | -6.80% | +0.35% |
| 2000 | +30.76% | N/A |
| 1999 | -5.52% | N/A |
XLF vs IWR Drawdown Comparison
The maximum drawdown for XLF was -82.72%, occurring on Mar 6, 2009. Recovery took 2555 trading sessions.
The maximum drawdown for IWR was -58.78%, occurring on Mar 9, 2009. Recovery took 900 trading sessions.
The current XLF drawdown is -0.69%.
| Rank | XLF | IWR |
|---|---|---|
| #1 | -82.72% Jun 1, 2007 - Jul 25, 2017 | -58.78% Jul 13, 2007 - Feb 7, 2011 |
| #2 | -42.83% Feb 14, 2020 - Jan 6, 2021 | -40.59% Feb 20, 2020 - Oct 12, 2020 |
| #3 | -36.64% Jan 3, 2001 - Jan 15, 2004 | -32.26% Mar 19, 2002 - Sep 2, 2003 |
| #4 | -25.82% Jan 12, 2022 - Feb 22, 2024 | -26.17% Nov 16, 2021 - Mar 20, 2024 |
| #5 | -25.34% Nov 16, 1999 - Jun 2, 2000 | -24.17% Jul 7, 2011 - Mar 15, 2012 |
| #6 | -24.66% Jan 26, 2018 - Nov 4, 2019 | -21.21% Aug 29, 2018 - Apr 8, 2019 |
| #7 | -15.55% Feb 19, 2025 - Jun 27, 2025 | -21.09% Nov 25, 2024 - Jul 23, 2025 |
| #8 | -14.80% Jan 6, 2026 - Jul 6, 2026 | -20.33% Aug 2, 2001 - Jan 4, 2002 |
| #9 | -14.09% Sep 11, 2000 - Dec 26, 2000 | -19.42% Apr 23, 2015 - Jul 12, 2016 |
| #10 | -11.52% Jun 2, 2000 - Aug 4, 2000 | -10.82% Apr 2, 2012 - Sep 6, 2012 |
| #11 | -10.19% Mar 5, 2004 - Dec 1, 2004 | -10.11% May 5, 2006 - Oct 16, 2006 |
| #12 | -9.13% Feb 15, 2005 - Jul 14, 2005 | -9.68% Jan 26, 2018 - Jul 26, 2018 |
| #13 | -8.42% Jun 4, 2021 - Aug 10, 2021 | -9.33% Sep 5, 2014 - Nov 7, 2014 |
| #14 | -8.32% Feb 20, 2007 - May 9, 2007 | -8.91% Apr 5, 2004 - Oct 1, 2004 |
| #15 | -7.98% Jan 14, 2021 - Feb 12, 2021 | -8.17% Feb 26, 2026 - Apr 17, 2026 |
Correlation
Correlation between XLF and IWR is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (1999 - 2026)
XLF vs IWR dividend yield comparison.
| Year | XLF | IWR |
|---|---|---|
| 2026 | 0.76% | 0.49% |
| 2025 | 1.31% | 1.29% |
| 2024 | 1.42% | 1.27% |
| 2023 | 1.71% | 1.43% |
| 2022 | 2.04% | 1.59% |
| 2021 | 1.63% | 1.05% |
| 2020 | 2.03% | 1.28% |
| 2019 | 1.87% | 1.43% |
| 2018 | 2.08% | 1.98% |
| 2017 | 1.48% | 1.52% |
| 2016 | 21.10% | 1.72% |
| 2015 | 1.95% | 1.59% |
| 2014 | 1.60% | 1.45% |
| 2013 | 1.47% | 1.31% |
| 2012 | 1.76% | 1.81% |
| 2011 | 1.73% | 1.58% |
| 2010 | 0.98% | 1.45% |
| 2009 | 1.71% | 1.50% |
| 2008 | 6.15% | 2.09% |
| 2007 | 3.00% | 1.37% |
| 2006 | 2.52% | 1.31% |
| 2005 | 2.24% | 1.40% |
| 2004 | 2.05% | 1.11% |
| 2003 | 1.84% | 1.08% |
| 2002 | 2.03% | 1.08% |
| 2001 | 1.53% | 0.59% |
| 2000 | 1.23% | 0.00% |
| 1999 | 0.35% | 0.00% |
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