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XLF vs VGIT

Comparison between STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF, ETF) and VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND ETF SHARES (VGIT, ETF).

5-Year PerformanceXLF has outperformed VGIT, delivering a return of +8.3% compared to -0.0%

XLF vs VGIT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XLF
$49B
Winner
VGIT
$50B
Expense Ratio
XLF
0.08%
Winner
VGIT
0.03%
Max Drawdown
XLF
83.75%
Winner
VGIT
20.75%
Sharpe Ratio
Winner
XLF
0.10
VGIT
-0.22
5Y Beta
XLF
0.80
Winner
VGIT
-0.01
P/E Ratio
XLF
16.07
VGIT
N/A
Forward P/E
XLF
15.28
VGIT
N/A
PEG Ratio
XLF
0.53
VGIT
N/A
5Y Dividends CAGR
XLF
5.32%
Winner
VGIT
11.28%
5Y EPS CAGR
XLF
11.24%
VGIT
N/A
Debt to Equity
XLF
71.69%
VGIT
N/A
P/S Ratio
XLF
3.32
VGIT
N/A
P/B Ratio
XLF
2.21
VGIT
N/A

XLF vs VGIT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XLF
+1.42%
VGIT
-0.87%
3M
Winner
XLF
+3.79%
VGIT
-1.66%
6M
XLF
-1.99%
Winner
VGIT
-0.42%
1Y
Winner
XLF
+3.46%
VGIT
+3.41%
5Y(CAGR)
Winner
XLF
+8.26%
VGIT
-0.04%
10Y(CAGR)
Winner
XLF
+12.56%
VGIT
+1.19%
Max(CAGR)
Winner
XLF
+5.61%
VGIT
+2.14%

XLF vs VGIT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXLFVGIT
2026-4.91%-0.74%
2025+15.17%+7.32%
2024+29.99%+1.71%
2023+11.63%+3.87%
2022-11.69%-10.07%
2021+36.68%-2.68%
2020-2.62%+7.48%
2019+30.78%+6.16%
2018-13.07%+1.56%
2017+20.65%+1.63%
2016+24.85%+0.79%
2015-1.74%+1.33%
2014+15.69%+4.30%
2013+31.71%-2.84%
2012+25.14%+2.77%
2011-18.93%+10.10%
2010+9.70%+7.14%
2009+16.31%-1.97%
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 VGIT Drawdown Comparison

The maximum drawdown for XLF was -82.72%, occurring on Mar 6, 2009. Recovery took 2555 trading sessions.

The maximum drawdown for VGIT was -16.05%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current XLF drawdown is -7.38%. The current VGIT drawdown is -2.71%.

RankXLFVGIT
#1-82.72%
Jun 1, 2007 - Jul 25, 2017
-16.05%
Aug 4, 2020 - Oct 20, 2022
#2-42.83%
Feb 14, 2020 - Jan 6, 2021
-5.49%
Nov 4, 2010 - Jun 16, 2011
#3-36.64%
Jan 3, 2001 - Jan 15, 2004
-5.38%
Jul 5, 2016 - Mar 22, 2019
#4-25.82%
Jan 12, 2022 - Feb 22, 2024
-5.09%
May 1, 2013 - Oct 13, 2014
#5-25.34%
Nov 16, 1999 - Jun 2, 2000
-2.92%
Nov 27, 2009 - May 4, 2010
#6-24.66%
Jan 26, 2018 - Nov 4, 2019
-2.70%
Jan 30, 2015 - Sep 29, 2015
#7-15.55%
Feb 19, 2025 - Jun 27, 2025
-2.50%
Jan 31, 2012 - May 4, 2012
#8-14.80%
Jan 6, 2026 - Mar 27, 2026
-2.47%
Sep 22, 2011 - Dec 16, 2011
#9-14.09%
Sep 11, 2000 - Dec 26, 2000
-2.31%
Mar 9, 2020 - Mar 23, 2020
#10-11.52%
Jun 2, 2000 - Aug 4, 2000
-2.24%
Oct 14, 2015 - Jan 28, 2016
#11-10.19%
Mar 5, 2004 - Dec 1, 2004
-2.23%
Sep 4, 2019 - Jan 27, 2020
#12-9.13%
Feb 15, 2005 - Jul 14, 2005
-1.86%
Jun 24, 2011 - Jul 29, 2011
#13-8.42%
Jun 4, 2021 - Aug 10, 2021
-1.80%
Feb 11, 2016 - Apr 7, 2016
#14-8.32%
Feb 20, 2007 - May 9, 2007
-1.58%
May 6, 2010 - May 20, 2010
#15-7.98%
Jan 14, 2021 - Feb 12, 2021
-1.58%
Jul 25, 2012 - Dec 5, 2012

Correlation

Correlation between XLF and VGIT is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (1999 - 2026)

XLF vs VGIT dividend yield comparison.

YearXLFVGIT
20260.48%1.61%
20251.31%3.79%
20241.42%3.67%
20231.71%2.73%
20222.04%1.74%
20211.63%1.69%
20202.03%2.23%
20191.87%2.24%
20182.08%2.05%
20171.48%1.67%
201621.10%1.69%
20151.95%1.69%
20141.60%1.54%
20131.47%1.38%
20121.76%2.57%
20111.73%2.12%
20100.98%3.03%
20091.71%0.27%
20086.15%0.00%
20073.00%0.00%
20062.52%0.00%
20052.24%0.00%
20042.05%0.00%
20031.84%0.00%
20022.03%0.00%
20011.53%0.00%
20001.23%0.00%
19990.35%0.00%

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