XLI vs MGK
Comparison between THE INDUSTRIAL SELECT SECTOR SPDR FUND (XLI, ETF) and VANGUARD MEGA CAP GROWTH INDEX FUND ETF SHARES (MGK, ETF).
5-Year PerformanceMGK has outperformed XLI, delivering a return of +15.5% compared to +12.1%
XLI vs MGK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLI
$28B
MGK
$28B
Expense Ratio
XLI
0.08%
Winner
MGK
0.05%
Max Drawdown
XLI
63.34%
Winner
MGK
48.54%
Sharpe Ratio
XLI
1.57
Winner
MGK
1.77
5Y Beta
Winner
XLI
0.89
MGK
1.24
P/E Ratio
Winner
XLI
32.67
MGK
37.26
Forward P/E
Winner
XLI
26.30
MGK
29.13
PEG Ratio
XLI
0.70
Winner
MGK
0.66
5Y Dividends CAGR
Winner
XLI
7.99%
MGK
6.67%
5Y EPS CAGR
XLI
10.48%
Winner
MGK
35.99%
Debt to Equity
XLI
65.95%
Winner
MGK
18.89%
P/S Ratio
Winner
XLI
3.19
MGK
10.08
P/B Ratio
Winner
XLI
7.10
MGK
13.18
XLI vs MGK - Holdings Comparison
XLI and MGK have 5 common holdings. Overlap is 2.98%
XLI's top 25 holdings weight is 66.13%. MGK's top 25 holdings weight is 83.37%.
| Rank | XLI | MGK |
|---|---|---|
| #1 | CATERPILLAR INC (CAT) - 7.14% | NVIDIA CORP (NVDA) - 13.73% |
| #2 | GE AEROSPACE (GE) - 5.69% | APPLE INC (AAPL) - 12.58% |
| #3 | GE VERNOVA INC (GEV) - 5.50% | MICROSOFT CORP (MSFT) - 9.00% |
| #4 | RTX CORP (RTX) - 4.42% | ALPHABET INC CLASS A (GOOGL) - 5.50% |
| #5 | BOEING CO (BA) - 3.40% | AMAZON.COM INC (AMZN) - 4.59% |
| #6 | EATON CORP PLC (ETN) - 3.01% | BROADCOM INC (AVGO) - 4.40% |
| #7 | UNION PACIFIC CORP (UNP) - 2.98% | ALPHABET INC CLASS C (GOOG) - 4.36% |
| #8 | UBER TECHNOLOGIES INC (UBER) - 2.86% | TESLA INC (TSLA) - 4.18% |
| #9 | DEERE & CO (DE) - 2.67% | META PLATFORMS INC CLASS A (META) - 4.17% |
| #10 | HONEYWELL INTERNATIONAL INC (HON) - 2.54% | ELI LILLY AND CO (LLY) - 3.17% |
| #11 | PARKER HANNIFIN CORP (PH) - 2.28% | VISA INC CLASS A (V) - 1.96% |
| #12 | VERTIV HOLDINGS CO CLASS A (VRT) - 2.19% | NETFLIX INC (NFLX) - 1.76% |
| #13 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 2.00% | MASTERCARD INC CLASS A (MA) - 1.72% |
| #14 | LOCKHEED MARTIN CORP (LMT) - 1.95% | ADVANCED MICRO DEVICES INC (AMD) - 1.49% |
| #15 | HOWMET AEROSPACE INC (HWM) - 1.81% | n/a (PLTR) - 1.41% |
| #16 | QUANTA SERVICES INC (PWR) - 1.76% | LAM RESEARCH CORP (LRCX) - 1.25% |
| #17 | CUMMINS INC (CMI) - 1.66% | ORACLE CORP (ORCL) - 1.18% |
| #18 | n/a (JCI) - 1.63% | GE VERNOVA INC (GEV) - 1.14% |
| #19 | WASTE MANAGEMENT INC (WM) - 1.58% | KLA CORP (KLAC) - 0.97% |
| #20 | CSX CORP (CSX) - 1.58% | TJX COMPANIES INC (TJX) - 0.89% |
| #21 | FEDEX CORP (FDX) - 1.58% | INTUITIVE SURGICAL INC (ISRG) - 0.83% |
| #22 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.50% | AMPHENOL CORP CLASS A (APH) - 0.80% |
| #23 | GENERAL DYNAMICS CORP (GD) - 1.49% | BOEING CO (BA) - 0.78% |
| #24 | EMERSON ELECTRIC CO (EMR) - 1.46% | UBER TECHNOLOGIES INC (UBER) - 0.77% |
| #25 | NORTHROP GRUMMAN CORP (NOC) - 1.45% | WELLTOWER INC (WELL) - 0.74% |
| Total Holdings | 82 | 64 |
XLI vs MGK - Historical Returns
Returns include dividend reinvestment.
1M
XLI
+1.62%
Winner
MGK
+14.81%
3M
XLI
-0.01%
Winner
MGK
+10.95%
6M
Winner
XLI
+13.66%
MGK
+8.22%
1Y
XLI
+29.05%
Winner
MGK
+36.64%
5Y(CAGR)
XLI
+12.14%
Winner
MGK
+15.53%
10Y(CAGR)
XLI
+14.06%
Winner
MGK
+19.14%
Max(CAGR)
XLI
+9.17%
Winner
MGK
+13.71%
XLI vs MGK - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLI | MGK |
|---|---|---|
| 2026 | +9.94% | +7.34% |
| 2025 | +19.75% | +20.97% |
| 2024 | +18.50% | +35.31% |
| 2023 | +17.87% | +52.67% |
| 2022 | -4.80% | -34.27% |
| 2021 | +24.08% | +30.44% |
| 2020 | +8.90% | +38.95% |
| 2019 | +28.43% | +37.26% |
| 2018 | -13.75% | -4.06% |
| 2017 | +23.23% | +28.53% |
| 2016 | +21.64% | +8.42% |
| 2015 | -4.19% | +3.90% |
| 2014 | +11.92% | +14.60% |
| 2013 | +37.25% | +29.31% |
| 2012 | +12.46% | +15.48% |
| 2011 | -1.82% | +2.05% |
| 2010 | +25.43% | +12.89% |
| 2009 | +17.74% | +30.97% |
| 2008 | -37.71% | -35.46% |
| 2007 | +12.77% | -1.13% |
| 2006 | +13.25% | N/A |
| 2005 | +3.64% | N/A |
| 2004 | +17.84% | N/A |
| 2003 | +28.54% | N/A |
| 2002 | -24.58% | N/A |
| 2001 | -6.01% | N/A |
| 2000 | +9.58% | N/A |
| 1999 | +8.76% | N/A |
XLI vs MGK Drawdown Comparison
The maximum drawdown for XLI was -62.27%, occurring on Mar 9, 2009. Recovery took 896 trading sessions.
The maximum drawdown for MGK was -47.97%, occurring on Mar 9, 2009. Recovery took 769 trading sessions.
The current XLI drawdown is -2.92%.
| Rank | XLI | MGK |
|---|---|---|
| #1 | -62.27% Oct 9, 2007 - Apr 29, 2011 | -47.97% Dec 27, 2007 - Jan 14, 2011 |
| #2 | -43.29% Dec 11, 2000 - Dec 1, 2004 | -36.02% Dec 27, 2021 - Jan 12, 2024 |
| #3 | -42.31% Feb 12, 2020 - Nov 9, 2020 | -31.23% Feb 19, 2020 - Jun 8, 2020 |
| #4 | -25.84% Apr 29, 2011 - Mar 15, 2012 | -23.36% Feb 19, 2025 - Jun 24, 2025 |
| #5 | -24.10% Sep 21, 2018 - Jul 24, 2019 | -22.59% Oct 1, 2018 - Apr 22, 2019 |
| #6 | -21.66% Jan 4, 2022 - Jun 15, 2023 | -16.92% Jul 22, 2011 - Jan 25, 2012 |
| #7 | -18.50% Nov 29, 2024 - May 16, 2025 | -16.85% Oct 29, 2025 - May 5, 2026 |
| #8 | -15.69% Feb 20, 2015 - Apr 27, 2016 | -14.91% Nov 3, 2015 - Jul 12, 2016 |
| #9 | -14.93% Dec 31, 1999 - Apr 7, 2000 | -13.55% Jul 10, 2024 - Oct 22, 2024 |
| #10 | -12.57% Aug 1, 2023 - Dec 12, 2023 | -12.73% Jul 20, 2015 - Nov 3, 2015 |
| #11 | -12.44% May 5, 2006 - Nov 16, 2006 | -11.79% Sep 2, 2020 - Dec 17, 2020 |
| #12 | -12.22% Mar 2, 2026 - Mar 30, 2026 | -9.90% Jan 26, 2018 - Jun 6, 2018 |
| #13 | -12.16% Mar 16, 2012 - Dec 10, 2012 | -9.65% Apr 2, 2012 - Aug 16, 2012 |
| #14 | -11.41% May 16, 2000 - Aug 11, 2000 | -9.35% Feb 12, 2021 - Apr 7, 2021 |
| #15 | -11.30% Jan 26, 2018 - Sep 21, 2018 | -8.65% Apr 29, 2019 - Jun 20, 2019 |
Correlation
Correlation between XLI and MGK is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
XLI vs MGK dividend yield comparison.
| Year | XLI | MGK |
|---|---|---|
| 2026 | 0.26% | 0.07% |
| 2025 | 1.29% | 0.35% |
| 2024 | 1.44% | 0.43% |
| 2023 | 1.63% | 0.50% |
| 2022 | 1.63% | 0.70% |
| 2021 | 1.25% | 0.41% |
| 2020 | 1.55% | 0.65% |
| 2019 | 1.94% | 0.85% |
| 2018 | 2.15% | 1.12% |
| 2017 | 1.77% | 1.23% |
| 2016 | 2.07% | 1.53% |
| 2015 | 2.15% | 1.43% |
| 2014 | 1.85% | 1.25% |
| 2013 | 1.67% | 1.29% |
| 2012 | 2.27% | 1.66% |
| 2011 | 2.16% | 1.36% |
| 2010 | 1.68% | 1.23% |
| 2009 | 2.32% | 1.38% |
| 2008 | 3.10% | 1.35% |
| 2007 | 1.45% | 0.00% |
| 2006 | 2.22% | 0.00% |
| 2005 | 1.56% | 0.00% |
| 2004 | 1.30% | 0.00% |
| 2003 | 1.28% | 0.00% |
| 2002 | 1.60% | 0.00% |
| 2001 | 1.23% | 0.00% |
| 2000 | 1.06% | 0.00% |
| 1999 | 0.66% | 0.00% |
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