XLG vs SUB
Comparison between INVESCO S&P 500 TOP 50 ETF (XLG, ETF) and ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB, ETF).
5-Year PerformanceXLG has outperformed SUB, delivering a return of +15.1% compared to +1.4%
XLG vs SUB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XLG vs SUB - Historical Returns
Returns include dividend reinvestment.
XLG vs SUB - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XLG | SUB |
|---|---|---|
| 2026 | +3.99% | +0.79% |
| 2025 | +19.86% | +3.55% |
| 2024 | +34.63% | +2.26% |
| 2023 | +38.98% | +2.83% |
| 2022 | -25.22% | -2.02% |
| 2021 | +32.52% | +0.17% |
| 2020 | +22.59% | +2.58% |
| 2019 | +31.49% | +3.00% |
| 2018 | -4.27% | +1.88% |
| 2017 | +22.13% | +0.83% |
| 2016 | +13.05% | +0.01% |
| 2015 | +4.39% | +0.71% |
| 2014 | +12.19% | +0.54% |
| 2013 | +25.40% | +0.77% |
| 2012 | +13.33% | +0.41% |
| 2011 | +3.57% | +3.85% |
| 2010 | +7.41% | +0.55% |
| 2009 | +16.95% | +4.28% |
| 2008 | -32.91% | +1.68% |
| 2007 | +4.53% | N/A |
| 2006 | +15.92% | N/A |
| 2005 | +3.78% | N/A |
XLG vs SUB Drawdown Comparison
The maximum drawdown for XLG was -52.40%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The maximum drawdown for SUB was -9.46%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.
The current XLG drawdown is -5.06%. The current SUB drawdown is -0.08%.
| Rank | XLG | SUB |
|---|---|---|
| #1 | -52.40% Oct 9, 2007 - Aug 16, 2012 | -9.46% Mar 6, 2020 - May 19, 2020 |
| #2 | -30.45% Feb 19, 2020 - Jul 8, 2020 | -6.40% Jan 16, 2009 - Sep 12, 2011 |
| #3 | -28.03% Jan 3, 2022 - Nov 20, 2023 | -4.92% Jan 13, 2009 - Jan 16, 2009 |
| #4 | -20.71% Feb 19, 2025 - Jun 26, 2025 | -4.35% Jul 22, 2021 - Dec 13, 2023 |
| #5 | -19.78% Oct 3, 2018 - Apr 15, 2019 | -2.43% Mar 1, 2013 - Oct 24, 2013 |
| #6 | -13.40% Jul 20, 2015 - Nov 3, 2015 | -1.71% Aug 24, 2016 - May 23, 2017 |
| #7 | -12.42% Oct 29, 2025 - Apr 22, 2026 | -1.46% Jan 17, 2012 - Mar 1, 2013 |
| #8 | -11.32% Jul 10, 2024 - Oct 9, 2024 | -1.25% Sep 7, 2017 - Nov 29, 2018 |
| #9 | -11.15% Sep 2, 2020 - Dec 28, 2020 | -1.23% Apr 4, 2025 - May 29, 2025 |
| #10 | -10.81% Nov 3, 2015 - Apr 13, 2016 | -0.92% Oct 2, 2024 - Jan 27, 2025 |
| #11 | -10.62% Jan 26, 2018 - Jul 25, 2018 | -0.87% Jan 30, 2015 - Oct 2, 2015 |
| #12 | -8.87% Oct 4, 2012 - Feb 1, 2013 | -0.80% Feb 23, 2026 - Mar 24, 2026 |
| #13 | -8.26% Apr 29, 2019 - Jul 2, 2019 | -0.77% Aug 15, 2019 - Nov 27, 2019 |
| #14 | -7.99% Jul 16, 2007 - Sep 19, 2007 | -0.75% Sep 12, 2011 - Dec 2, 2011 |
| #15 | -7.30% Sep 19, 2014 - Oct 31, 2014 | -0.68% Dec 27, 2023 - May 8, 2024 |
Correlation
Correlation between XLG and SUB is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
XLG vs SUB dividend yield comparison.
| Year | XLG | SUB |
|---|---|---|
| 2026 | 0.15% | 1.06% |
| 2025 | 0.64% | 2.42% |
| 2024 | 0.72% | 2.10% |
| 2023 | 0.97% | 1.73% |
| 2022 | 1.34% | 0.86% |
| 2021 | 0.94% | 0.72% |
| 2020 | 1.25% | 1.23% |
| 2019 | 1.58% | 1.58% |
| 2018 | 2.00% | 1.32% |
| 2017 | 1.85% | 0.95% |
| 2016 | 2.00% | 0.75% |
| 2015 | 2.09% | 0.77% |
| 2014 | 1.97% | 0.76% |
| 2013 | 1.97% | 0.84% |
| 2012 | 2.21% | 0.99% |
| 2011 | 2.61% | 1.27% |
| 2010 | 1.93% | 1.28% |
| 2009 | 2.31% | 1.44% |
| 2008 | 3.10% | 0.33% |
| 2007 | 1.98% | 0.00% |
| 2006 | 1.72% | 0.00% |
| 2005 | 1.00% | 0.00% |
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