XLF vs VONG
Comparison between THE FINANCIAL SELECT SECTOR SPDR FUND (XLF, ETF) and VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES (VONG, ETF).
5-Year PerformanceVONG has outperformed XLF, delivering a return of +14.8% compared to +8.1%
XLF vs VONG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLF
$48B
VONG
$45B
Expense Ratio
XLF
0.08%
Winner
VONG
0.06%
Max Drawdown
XLF
83.75%
Winner
VONG
33.16%
Sharpe Ratio
XLF
0.17
Winner
VONG
1.65
5Y Beta
Winner
XLF
0.81
VONG
1.20
P/E Ratio
Winner
XLF
16.19
VONG
35.73
Forward P/E
Winner
XLF
15.09
VONG
26.98
PEG Ratio
XLF
0.55
VONG
N/A
5Y Dividends CAGR
XLF
5.32%
Winner
VONG
7.86%
5Y EPS CAGR
XLF
11.46%
Winner
VONG
33.17%
Debt to Equity
XLF
71.70%
Winner
VONG
25.76%
P/S Ratio
Winner
XLF
3.36
VONG
5.69
P/B Ratio
Winner
XLF
2.19
VONG
13.16
XLF vs VONG - Holdings Comparison
XLF and VONG have 29 common holdings. Overlap is 5.22%
XLF's top 25 holdings weight is 77.53%. VONG's top 25 holdings weight is 74.85%.
| Rank | XLF | VONG |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 11.75% | NVIDIA CORP (NVDA) - 12.91% |
| #2 | JPMORGAN CHASE & CO (JPM) - 11.24% | APPLE INC (AAPL) - 11.63% |
| #3 | VISA INC CLASS A (V) - 7.59% | MICROSOFT CORP (MSFT) - 8.81% |
| #4 | MASTERCARD INC CLASS A (MA) - 5.77% | BROADCOM INC (AVGO) - 4.79% |
| #5 | BANK OF AMERICA CORP (BAC) - 4.73% | AMAZON.COM INC (AMZN) - 4.65% |
| #6 | THE GOLDMAN SACHS GROUP INC (GS) - 3.66% | TESLA INC (TSLA) - 3.55% |
| #7 | WELLS FARGO & CO (WFC) - 3.40% | ALPHABET INC CLASS A (GOOGL) - 3.53% |
| #8 | MORGAN STANLEY (MS) - 3.03% | META PLATFORMS INC CLASS A (META) - 3.45% |
| #9 | CITIGROUP INC (C) - 3.01% | ALPHABET INC CLASS C (GOOG) - 2.87% |
| #10 | AMERICAN EXPRESS CO (AXP) - 2.28% | ELI LILLY AND CO (LLY) - 2.66% |
| #11 | CHARLES SCHWAB CORP (SCHW) - 2.05% | VISA INC CLASS A (V) - 1.74% |
| #12 | BLACKROCK INC (BLK) - 2.02% | COSTCO WHOLESALE CORP (COST) - 1.59% |
| #13 | S&P GLOBAL INC (SPGI) - 1.79% | NETFLIX INC (NFLX) - 1.47% |
| #14 | CAPITAL ONE FINANCIAL CORP (COF) - 1.61% | MASTERCARD INC CLASS A (MA) - 1.45% |
| #15 | CHUBB LTD (CB) - 1.60% | ABBVIE INC (ABBV) - 1.39% |
| #16 | PROGRESSIVE CORP (PGR) - 1.59% | n/a (PLTR) - 1.15% |
| #17 | CME GROUP INC CLASS A (CME) - 1.40% | GE AEROSPACE (GE) - 1.06% |
| #18 | BANK OF NEW YORK MELLON CORP (BK) - 1.23% | LAM RESEARCH CORP (LRCX) - 0.97% |
| #19 | BLACKSTONE INC (BX) - 1.21% | THE HOME DEPOT INC (HD) - 0.90% |
| #20 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.20% | ORACLE CORP (ORCL) - 0.89% |
| #21 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.19% | GE VERNOVA INC (GEV) - 0.85% |
| #22 | U.S. BANCORP (USB) - 1.18% | KLA CORP (KLAC) - 0.70% |
| #23 | MARSH (MRSH) - 1.12% | ADVANCED MICRO DEVICES INC (AMD) - 0.69% |
| #24 | MOODYS CORP (MCO) - 0.95% | INTUITIVE SURGICAL INC (ISRG) - 0.59% |
| #25 | AON PLC CLASS A (AON) - 0.93% | AMPHENOL CORP CLASS A (APH) - 0.56% |
| Total Holdings | 80 | 393 |
XLF vs VONG - Historical Returns
Returns include dividend reinvestment.
1M
XLF
+0.08%
Winner
VONG
+11.53%
3M
XLF
-4.52%
Winner
VONG
+7.34%
6M
XLF
-2.09%
Winner
VONG
+5.08%
1Y
XLF
+4.34%
Winner
VONG
+32.38%
5Y(CAGR)
XLF
+8.14%
Winner
VONG
+14.78%
10Y(CAGR)
XLF
+12.67%
Winner
VONG
+18.55%
Max(CAGR)
XLF
+5.57%
Winner
VONG
+17.01%
XLF vs VONG - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLF | VONG |
|---|---|---|
| 2026 | -6.24% | +4.86% |
| 2025 | +15.17% | +18.63% |
| 2024 | +29.99% | +35.23% |
| 2023 | +11.63% | +43.77% |
| 2022 | -11.69% | -29.70% |
| 2021 | +36.68% | +29.31% |
| 2020 | -2.62% | +36.41% |
| 2019 | +30.78% | +36.29% |
| 2018 | -13.07% | -2.43% |
| 2017 | +20.65% | +29.13% |
| 2016 | +24.85% | +8.90% |
| 2015 | -1.74% | +5.56% |
| 2014 | +15.69% | +13.84% |
| 2013 | +31.71% | +30.09% |
| 2012 | +25.14% | +13.55% |
| 2011 | -18.93% | +1.35% |
| 2010 | +9.70% | +13.43% |
| 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 VONG Drawdown Comparison
The maximum drawdown for XLF was -82.72%, occurring on Mar 6, 2009. Recovery took 2555 trading sessions.
The maximum drawdown for VONG was -32.72%, occurring on Oct 14, 2022. Recovery took 503 trading sessions.
The current XLF drawdown is -8.69%.
| Rank | XLF | VONG |
|---|---|---|
| #1 | -82.72% Jun 1, 2007 - Jul 25, 2017 | -32.72% Dec 27, 2021 - Dec 27, 2023 |
| #2 | -42.83% Feb 14, 2020 - Jan 6, 2021 | -31.71% Feb 19, 2020 - Jun 8, 2020 |
| #3 | -36.64% Jan 3, 2001 - Jan 15, 2004 | -23.27% Dec 16, 2024 - Jun 26, 2025 |
| #4 | -25.82% Jan 12, 2022 - Feb 22, 2024 | -22.01% Oct 1, 2018 - Apr 12, 2019 |
| #5 | -25.34% Nov 16, 1999 - Jun 2, 2000 | -18.00% Jul 7, 2011 - Feb 3, 2012 |
| #6 | -24.66% Jan 26, 2018 - Nov 4, 2019 | -16.23% Oct 29, 2025 - May 7, 2026 |
| #7 | -15.55% Feb 19, 2025 - Jun 27, 2025 | -13.80% Jul 20, 2015 - Jul 8, 2016 |
| #8 | -14.80% Jan 6, 2026 - Mar 27, 2026 | -13.12% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -14.09% Sep 11, 2000 - Dec 26, 2000 | -11.34% Sep 2, 2020 - Dec 1, 2020 |
| #10 | -11.52% Jun 2, 2000 - Aug 4, 2000 | -10.21% Apr 2, 2012 - Sep 6, 2012 |
| #11 | -10.19% Mar 5, 2004 - Dec 1, 2004 | -9.80% Jan 26, 2018 - Jun 5, 2018 |
| #12 | -9.13% Feb 15, 2005 - Jul 14, 2005 | -9.74% Feb 12, 2021 - Apr 8, 2021 |
| #13 | -8.42% Jun 4, 2021 - Aug 10, 2021 | -7.97% Sep 19, 2012 - Jan 11, 2013 |
| #14 | -8.32% Feb 20, 2007 - May 9, 2007 | -7.93% Apr 29, 2019 - Jun 20, 2019 |
| #15 | -7.98% Jan 14, 2021 - Feb 12, 2021 | -7.36% Sep 19, 2014 - Oct 31, 2014 |
Correlation
Correlation between XLF and VONG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
XLF vs VONG dividend yield comparison.
| Year | XLF | VONG |
|---|---|---|
| 2026 | 0.49% | 0.11% |
| 2025 | 1.31% | 0.45% |
| 2024 | 1.42% | 0.55% |
| 2023 | 1.71% | 0.71% |
| 2022 | 2.04% | 0.98% |
| 2021 | 1.63% | 0.58% |
| 2020 | 2.03% | 0.77% |
| 2019 | 1.87% | 1.03% |
| 2018 | 2.08% | 1.18% |
| 2017 | 1.48% | 1.19% |
| 2016 | 21.10% | 1.48% |
| 2015 | 1.95% | 1.47% |
| 2014 | 1.60% | 1.44% |
| 2013 | 1.47% | 1.28% |
| 2012 | 1.76% | 1.69% |
| 2011 | 1.73% | 1.27% |
| 2010 | 0.98% | 0.15% |
| 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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