XLF vs IXUS
Comparison between STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF, ETF) and ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS, ETF).
5-Year PerformanceXLF has outperformed IXUS, delivering a return of +10.6% compared to +9.2%
XLF vs IXUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLF
$58B
Winner
IXUS
$59B
Expense Ratio
XLF
0.08%
Winner
IXUS
0.07%
Max Drawdown
XLF
83.75%
Winner
IXUS
39.92%
Sharpe Ratio
XLF
0.62
Winner
IXUS
1.35
5Y Beta
Winner
XLF
0.78
IXUS
0.78
P/E Ratio
XLF
17.43
IXUS
N/A
Forward P/E
XLF
16.40
IXUS
N/A
PEG Ratio
XLF
0.59
IXUS
N/A
5Y Dividends CAGR
XLF
6.07%
Winner
IXUS
13.68%
5Y EPS CAGR
XLF
11.67%
IXUS
N/A
Debt to Equity
XLF
81.40%
IXUS
N/A
P/S Ratio
XLF
3.61
IXUS
N/A
P/B Ratio
XLF
2.45
IXUS
N/A
XLF vs IXUS - Holdings Comparison
XLF and IXUS have 0 common holdings. Overlap is 0.00%
XLF's top 25 holdings weight is 77.29%. IXUS's top 25 holdings weight is 5.13%.
| Rank | XLF | IXUS |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 11.46% | ROYAL BANK OF CANADA (RY) - 0.54% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 11.36% | n/a (SHOP) - 0.45% |
| #3 | VISA INC CLASS A (V) - 7.55% | THE TORONTO-DOMINION BANK (TD) - 0.32% |
| #4 | MASTERCARD INC CLASS A (MA) - 5.57% | ENBRIDGE INC (ENB) - 0.30% |
| #5 | BANK OF AMERICA CORP (BAC) - 4.98% | SPOTIFY TECHNOLOGY SA (SPOT) - 0.27% |
| #6 | THE GOLDMAN SACHS GROUP INC (GS) - 3.93% | n/a (BN) - 0.26% |
| #7 | WELLS FARGO & CO (WFC) - 3.33% | PDD HOLDINGS INC ADR (PDD) - 0.24% |
| #8 | MORGAN STANLEY (MS) - 3.19% | CANADIAN PACIFIC KANSAS CITY LTD (CP) - 0.23% |
| #9 | CITIGROUP INC (C) - 2.77% | BANK OF MONTREAL (BMO) - 0.23% |
| #10 | AMERICAN EXPRESS CO (AXP) - 2.36% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.21% |
| #11 | CHARLES SCHWAB CORP (SCHW) - 2.12% | BANK OF NOVA SCOTIA (BNS) - 0.20% |
| #12 | BLACKROCK INC (BLK) - 1.92% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.18% |
| #13 | S&P GLOBAL INC (SPGI) - 1.72% | FERRARI NV (RACE) - 0.18% |
| #14 | CAPITAL ONE FINANCIAL CORP (COF) - 1.62% | MANULIFE FINANCIAL CORP (MFC) - 0.17% |
| #15 | CHUBB LTD (CB) - 1.60% | AGNICO EAGLE MINES LTD (AEM) - 0.16% |
| #16 | PROGRESSIVE CORP (PGR) - 1.56% | TC ENERGY CORP (TRP) - 0.15% |
| #17 | BANK OF NEW YORK MELLON CORP (BNY) - 1.36% | SEA LTD ADR (SE) - 0.15% |
| #18 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.27% | ALCON INC (ALC) - 0.15% |
| #19 | U.S. BANCORP (USB) - 1.24% | SUNCOR ENERGY INC (SU) - 0.15% |
| #20 | BLACKSTONE INC (BX) - 1.16% | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.13% |
| #21 | CME GROUP INC CLASS A (CME) - 1.12% | SUN LIFE FINANCIAL INC (SLF) - 0.11% |
| #22 | MARSH (MRSH) - 1.11% | THOMSON REUTERS CORP (TRI) - 0.09% |
| #23 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.01% | WHEATON PRECIOUS METALS CORP (WPM) - 0.09% |
| #24 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.99% | WOODSIDE ENERGY GROUP LTD (WDS) - 0.09% |
| #25 | THE TRAVELERS COMPANIES INC (TRV) - 0.99% | NUTRIEN LTD (NTR) - 0.08% |
| Total Holdings | 80 | 42 |
XLF vs IXUS - Historical Returns
Returns include dividend reinvestment.
1M
XLF
+2.77%
Winner
IXUS
+2.95%
3M
Winner
XLF
+12.13%
IXUS
+4.02%
6M
XLF
+7.07%
Winner
IXUS
+8.42%
1Y
XLF
+13.86%
Winner
IXUS
+27.86%
5Y(CAGR)
Winner
XLF
+10.65%
IXUS
+9.24%
10Y(CAGR)
Winner
XLF
+13.50%
IXUS
+9.71%
Max(CAGR)
XLF
+5.99%
Winner
IXUS
+8.12%
XLF vs IXUS - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLF | IXUS |
|---|---|---|
| 2026 | +5.76% | +14.83% |
| 2025 | +15.17% | +32.76% |
| 2024 | +29.99% | +6.49% |
| 2023 | +11.63% | +15.03% |
| 2022 | -11.69% | -16.88% |
| 2021 | +36.68% | +8.25% |
| 2020 | -2.62% | +9.56% |
| 2019 | +30.78% | +22.04% |
| 2018 | -13.07% | -15.35% |
| 2017 | +20.65% | +27.38% |
| 2016 | +24.85% | +6.75% |
| 2015 | -1.74% | -4.19% |
| 2014 | +15.69% | -3.17% |
| 2013 | +31.71% | +12.75% |
| 2012 | +25.14% | +7.61% |
| 2011 | -18.93% | N/A |
| 2010 | +9.70% | N/A |
| 2009 | +16.31% | N/A |
| 2008 | -54.06% | N/A |
| 2007 | -19.59% | N/A |
| 2006 | +17.23% | N/A |
| 2005 | +6.58% | N/A |
| 2004 | +11.02% | N/A |
| 2003 | +25.90% | N/A |
| 2002 | -14.65% | N/A |
| 2001 | -6.80% | N/A |
| 2000 | +30.76% | N/A |
| 1999 | -5.52% | N/A |
XLF vs IXUS Drawdown Comparison
The maximum drawdown for XLF was -82.72%, occurring on Mar 6, 2009. Recovery took 2555 trading sessions.
The maximum drawdown for IXUS was -36.23%, occurring on Mar 23, 2020. Recovery took 707 trading sessions.
The current XLF drawdown is -0.69%.
| Rank | XLF | IXUS |
|---|---|---|
| #1 | -82.72% Jun 1, 2007 - Jul 25, 2017 | -36.23% Jan 26, 2018 - Nov 16, 2020 |
| #2 | -42.83% Feb 14, 2020 - Jan 6, 2021 | -30.00% Jun 14, 2021 - May 15, 2024 |
| #3 | -36.64% Jan 3, 2001 - Jan 15, 2004 | -25.06% Jul 3, 2014 - May 5, 2017 |
| #4 | -25.82% Jan 12, 2022 - Feb 22, 2024 | -13.75% Mar 19, 2025 - May 2, 2025 |
| #5 | -25.34% Nov 16, 1999 - Jun 2, 2000 | -11.36% Feb 25, 2026 - May 6, 2026 |
| #6 | -24.66% Jan 26, 2018 - Nov 4, 2019 | -11.23% May 8, 2013 - Sep 11, 2013 |
| #7 | -15.55% Feb 19, 2025 - Jun 27, 2025 | -9.75% Sep 26, 2024 - Mar 17, 2025 |
| #8 | -14.80% Jan 6, 2026 - Jul 6, 2026 | -7.81% Jul 12, 2024 - Aug 23, 2024 |
| #9 | -14.09% Sep 11, 2000 - Dec 26, 2000 | -7.09% Dec 31, 2013 - Mar 6, 2014 |
| #10 | -11.52% Jun 2, 2000 - Aug 4, 2000 | -5.34% Jun 22, 2026 - Aug 7, 2026 |
| #11 | -10.19% Mar 5, 2004 - Dec 1, 2004 | -5.20% Jun 2, 2026 - Jun 18, 2026 |
| #12 | -9.13% Feb 15, 2005 - Jul 14, 2005 | -4.95% Feb 16, 2021 - Apr 15, 2021 |
| #13 | -8.42% Jun 4, 2021 - Aug 10, 2021 | -4.89% Nov 12, 2025 - Dec 10, 2025 |
| #14 | -8.32% Feb 20, 2007 - May 9, 2007 | -4.69% Jan 21, 2021 - Feb 8, 2021 |
| #15 | -7.98% Jan 14, 2021 - Feb 12, 2021 | -4.34% Oct 22, 2013 - Dec 31, 2013 |
Correlation
Correlation between XLF and IXUS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
XLF vs IXUS dividend yield comparison.
| Year | XLF | IXUS |
|---|---|---|
| 2026 | 0.76% | 1.27% |
| 2025 | 1.31% | 3.24% |
| 2024 | 1.42% | 3.33% |
| 2023 | 1.71% | 3.13% |
| 2022 | 2.04% | 2.48% |
| 2021 | 1.63% | 3.12% |
| 2020 | 2.03% | 1.85% |
| 2019 | 1.87% | 3.09% |
| 2018 | 2.08% | 3.00% |
| 2017 | 1.48% | 2.41% |
| 2016 | 21.10% | 2.58% |
| 2015 | 1.95% | 2.81% |
| 2014 | 1.60% | 2.95% |
| 2013 | 1.47% | 2.08% |
| 2012 | 1.76% | 0.33% |
| 2011 | 1.73% | 0.00% |
| 2010 | 0.98% | 0.00% |
| 2009 | 1.71% | 0.00% |
| 2008 | 6.15% | 0.00% |
| 2007 | 3.00% | 0.00% |
| 2006 | 2.52% | 0.00% |
| 2005 | 2.24% | 0.00% |
| 2004 | 2.05% | 0.00% |
| 2003 | 1.84% | 0.00% |
| 2002 | 2.03% | 0.00% |
| 2001 | 1.53% | 0.00% |
| 2000 | 1.23% | 0.00% |
| 1999 | 0.35% | 0.00% |
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