XLP vs DFUV
Comparison between THE CONSUMER STAPLES SELECT SECTOR SPDR FUND (XLP, ETF) and DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV, ETF).
XLP vs DFUV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLP
$15B
DFUV
$14B
Expense Ratio
Winner
XLP
0.08%
DFUV
0.21%
Max Drawdown
XLP
37.82%
Winner
DFUV
18.26%
Sharpe Ratio
XLP
0.18
Winner
DFUV
2.10
5Y Beta
Winner
XLP
0.22
DFUV
0.79
P/E Ratio
XLP
29.63
Winner
DFUV
20.61
Forward P/E
XLP
19.73
Winner
DFUV
14.35
PEG Ratio
XLP
1.88
DFUV
N/A
5Y Dividends CAGR
XLP
4.86%
DFUV
N/A
5Y EPS CAGR
XLP
7.07%
Winner
DFUV
12.20%
Debt to Equity
XLP
205.55%
Winner
DFUV
38.83%
P/S Ratio
Winner
XLP
1.34
DFUV
1.78
P/B Ratio
XLP
4.82
Winner
DFUV
2.42
XLP vs DFUV - Holdings Comparison
XLP and DFUV have 22 common holdings. Overlap is 2.26%
XLP's top 25 holdings weight is 92.27%. DFUV's top 25 holdings weight is 37.16%.
| Rank | XLP | DFUV |
|---|---|---|
| #1 | WALMART INC (WMT) - 12.10% | JPMORGAN CHASE & CO (JPM) - 4.33% |
| #2 | COSTCO WHOLESALE CORP (COST) - 9.52% | EXXON MOBIL CORP (XOM) - 3.58% |
| #3 | PROCTER & GAMBLE CO (PG) - 7.11% | MICRON TECHNOLOGY INC (MU) - 3.06% |
| #4 | COCA-COLA CO (KO) - 6.41% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.69% |
| #5 | PHILIP MORRIS INTERNATIONAL INC (PM) - 5.57% | JOHNSON & JOHNSON (JNJ) - 2.59% |
| #6 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 4.95% | AMAZON.COM INC (AMZN) - 2.35% |
| #7 | ALTRIA GROUP INC (MO) - 4.90% | CHEVRON CORP (CVX) - 2.10% |
| #8 | PEPSICO INC (PEP) - 4.47% | CISCO SYSTEMS INC (CSCO) - 1.81% |
| #9 | COLGATE-PALMOLIVE CO (CL) - 4.30% | UNITEDHEALTH GROUP INC (UNH) - 1.48% |
| #10 | TARGET CORP (TGT) - 3.82% | LINDE PLC (LIN) - 1.26% |
| #11 | MONSTER BEVERAGE CORP (MNST) - 3.54% | INTEL CORP (INTC) - 1.17% |
| #12 | KEURIG DR PEPPER INC (KDP) - 2.57% | VERIZON COMMUNICATIONS INC (VZ) - 1.14% |
| #13 | THE KROGER CO (KR) - 2.55% | ADVANCED MICRO DEVICES INC (AMD) - 1.12% |
| #14 | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.49% | AT&T INC (T) - 1.12% |
| #15 | SYSCO CORP (SYY) - 2.29% | BANK OF AMERICA CORP (BAC) - 1.08% |
| #16 | KENVUE INC (KVUE) - 2.18% | THE GOLDMAN SACHS GROUP INC (GS) - 1.05% |
| #17 | KIMBERLY-CLARK CORP (KMB) - 2.11% | WELLS FARGO & CO (WFC) - 0.95% |
| #18 | THE HERSHEY CO (HSY) - 1.80% | CONOCOPHILLIPS (COP) - 0.92% |
| #19 | DOLLAR GENERAL CORP (DG) - 1.69% | RTX CORP (RTX) - 0.84% |
| #20 | CHURCH & DWIGHT CO INC (CHD) - 1.45% | PFIZER INC (PFE) - 0.81% |
| #21 | CONSTELLATION BRANDS INC CLASS A (STZ) - 1.38% | CAPITAL ONE FINANCIAL CORP (COF) - 0.35% |
| #22 | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 1.34% | DANAHER CORP (DHR) - 0.35% |
| #23 | THE KRAFT HEINZ CO (KHC) - 1.26% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 0.34% |
| #24 | TYSON FOODS INC CLASS A (TSN) - 1.26% | AIR PRODUCTS AND CHEMICALS INC (APD) - 0.34% |
| #25 | GENERAL MILLS INC (GIS) - 1.21% | OCCIDENTAL PETROLEUM CORP (OXY) - 0.33% |
| Total Holdings | 39 | 1259 |
XLP vs DFUV - Historical Returns
Returns include dividend reinvestment.
1M
XLP
+1.21%
Winner
DFUV
+5.35%
3M
XLP
-5.16%
Winner
DFUV
+4.08%
6M
XLP
+9.15%
Winner
DFUV
+16.82%
1Y
XLP
+5.73%
Winner
DFUV
+29.78%
5Y(CAGR)
XLP
+6.14%
Winner
DFUV
+13.85%
10Y(CAGR)
XLP
+7.34%
DFUV
N/A
Max(CAGR)
XLP
+7.17%
Winner
DFUV
+13.85%
XLP vs DFUV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLP | DFUV |
|---|---|---|
| 2026 | +7.91% | +12.06% |
| 2025 | +1.83% | +15.99% |
| 2024 | +10.94% | +11.55% |
| 2023 | -0.45% | +13.68% |
| 2022 | -0.82% | +1.23% |
| 2021 | +18.48% | N/A |
| 2020 | +11.03% | N/A |
| 2019 | +28.18% | N/A |
| 2018 | -7.50% | N/A |
| 2017 | +12.57% | N/A |
| 2016 | +6.33% | N/A |
| 2015 | +7.20% | N/A |
| 2014 | +17.17% | N/A |
| 2013 | +23.13% | N/A |
| 2012 | +10.84% | N/A |
| 2011 | +13.92% | N/A |
| 2010 | +12.93% | N/A |
| 2009 | +12.35% | N/A |
| 2008 | -13.79% | N/A |
| 2007 | +11.96% | N/A |
| 2006 | +14.03% | N/A |
| 2005 | +2.84% | N/A |
| 2004 | +8.95% | N/A |
| 2003 | +9.08% | N/A |
| 2002 | -19.81% | N/A |
| 2001 | -8.72% | N/A |
| 2000 | +27.10% | N/A |
| 1999 | -7.17% | N/A |
XLP vs DFUV Drawdown Comparison
The maximum drawdown for XLP was -35.89%, occurring on Mar 10, 2003. Recovery took 1464 trading sessions.
The maximum drawdown for DFUV was -17.59%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The current XLP drawdown is -6.86%.
| Rank | XLP | DFUV |
|---|---|---|
| #1 | -35.89% Dec 28, 2000 - Oct 26, 2006 | -17.59% Nov 25, 2024 - Aug 22, 2025 |
| #2 | -32.39% Sep 12, 2008 - Mar 17, 2010 | -15.33% Jun 7, 2022 - Nov 23, 2022 |
| #3 | -26.38% Nov 24, 1999 - Jul 5, 2000 | -11.55% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -24.50% Feb 14, 2020 - Aug 12, 2020 | -10.97% Feb 2, 2023 - Jul 19, 2023 |
| #5 | -16.32% Apr 20, 2022 - Mar 28, 2024 | -6.78% Jul 31, 2024 - Aug 30, 2024 |
| #6 | -16.11% Jan 26, 2018 - Apr 17, 2019 | -6.67% Nov 30, 2022 - Jan 26, 2023 |
| #7 | -11.94% May 19, 2011 - Dec 6, 2011 | -6.01% Feb 11, 2026 - Apr 17, 2026 |
| #8 | -10.07% Aug 5, 2015 - Oct 22, 2015 | -5.79% Mar 28, 2024 - Jul 16, 2024 |
| #9 | -9.69% Feb 27, 2026 - Mar 20, 2026 | -4.44% Nov 12, 2025 - Nov 28, 2025 |
| #10 | -9.24% Jul 13, 2016 - Feb 22, 2017 | -4.18% May 17, 2022 - May 26, 2022 |
| #11 | -9.01% Dec 10, 2007 - Sep 8, 2008 | -4.06% Aug 30, 2024 - Sep 19, 2024 |
| #12 | -8.88% Mar 23, 2010 - Sep 20, 2010 | -3.33% Oct 6, 2025 - Oct 24, 2025 |
| #13 | -8.53% Aug 20, 2025 - Jan 14, 2026 | -3.13% Dec 27, 2023 - Jan 29, 2024 |
| #14 | -8.36% Sep 16, 2024 - Feb 25, 2025 | -3.07% Oct 17, 2024 - Nov 6, 2024 |
| #15 | -8.19% Feb 25, 2025 - Aug 12, 2025 | -2.57% Jul 16, 2024 - Jul 31, 2024 |
Correlation
Correlation between XLP and DFUV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (1999 - 2026)
XLP vs DFUV dividend yield comparison.
| Year | XLP | DFUV |
|---|---|---|
| 2026 | 0.55% | 0.33% |
| 2025 | 2.75% | 1.55% |
| 2024 | 2.77% | 1.64% |
| 2023 | 2.63% | 1.72% |
| 2022 | 2.47% | 1.34% |
| 2021 | 2.27% | 0.00% |
| 2020 | 2.50% | 0.00% |
| 2019 | 2.57% | 0.00% |
| 2018 | 3.04% | 0.00% |
| 2017 | 2.62% | 0.00% |
| 2016 | 2.53% | 0.00% |
| 2015 | 2.53% | 0.00% |
| 2014 | 2.40% | 0.00% |
| 2013 | 2.39% | 0.00% |
| 2012 | 3.06% | 0.00% |
| 2011 | 2.73% | 0.00% |
| 2010 | 2.60% | 0.00% |
| 2009 | 2.45% | 0.00% |
| 2008 | 2.74% | 0.00% |
| 2007 | 2.08% | 0.00% |
| 2006 | 1.97% | 0.00% |
| 2005 | 1.90% | 0.00% |
| 2004 | 1.54% | 0.00% |
| 2003 | 1.65% | 0.00% |
| 2002 | 1.93% | 0.00% |
| 2001 | 1.26% | 0.00% |
| 2000 | 1.04% | 0.00% |
| 1999 | 0.29% | 0.00% |
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