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XLP vs HDV

Comparison between STATE STREET(R) CONSUMER STAPLES SELECT SECTOR SPDR(R) ETF (XLP, ETF) and ISHARES CORE HIGH DIVIDEND ETF (HDV, ETF).

5-Year PerformanceHDV has outperformed XLP, delivering a return of +11.8% compared to +6.3%

XLP vs HDV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XLP
$14B
Winner
HDV
$14B
Expense Ratio
XLP
0.08%
HDV
0.08%
Max Drawdown
XLP
37.82%
Winner
HDV
37.04%
Sharpe Ratio
XLP
0.27
Winner
HDV
1.61
5Y Beta
Winner
XLP
0.18
HDV
0.29
P/E Ratio
XLP
29.62
Winner
HDV
20.68
Forward P/E
XLP
20.53
Winner
HDV
15.80
PEG Ratio
XLP
1.11
Winner
HDV
0.66
5Y Dividends CAGR
XLP
4.54%
Winner
HDV
4.92%
5Y EPS CAGR
Winner
XLP
7.04%
HDV
6.45%
Debt to Equity
XLP
222.91%
Winner
HDV
-71.19%
P/S Ratio
Winner
XLP
1.36
HDV
2.83
P/B Ratio
XLP
5.09
Winner
HDV
3.81

XLP vs HDV - Holdings Comparison

XLP and HDV have 12 common holdings. Overlap is 24.34%

XLP's top 25 holdings weight is 92.90%. HDV's top 25 holdings weight is 81.08%.

RankXLPHDV
#1
WALMART INC (WMT) - 10.70%
EXXON MOBIL CORP (XOM) - 7.25%
#2
COSTCO WHOLESALE CORP (COST) - 8.82%
ABBVIE INC (ABBV) - 6.47%
#3
PROCTER & GAMBLE CO (PG) - 7.47%
CHEVRON CORP (CVX) - 5.42%
#4
COCA-COLA CO (KO) - 6.92%
VERIZON COMMUNICATIONS INC (VZ) - 5.19%
#5
PHILIP MORRIS INTERNATIONAL INC (PM) - 6.11%
THE HOME DEPOT INC (HD) - 4.94%
#6
COLGATE-PALMOLIVE CO (CL) - 4.67%
PROCTER & GAMBLE CO (PG) - 4.84%
#7
MONSTER BEVERAGE CORP (MNST) - 4.51%
PHILIP MORRIS INTERNATIONAL INC (PM) - 4.34%
#8
ALTRIA GROUP INC (MO) - 4.43%
PFIZER INC (PFE) - 4.27%
#9
PEPSICO INC (PEP) - 4.31%
MERCK & CO INC (MRK) - 4.03%
#10
MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 4.20%
COCA-COLA CO (KO) - 3.98%
#11
TARGET CORP (TGT) - 4.06%
PEPSICO INC (PEP) - 3.68%
#12
KEURIG DR PEPPER INC (KDP) - 2.66%
ALTRIA GROUP INC (MO) - 3.36%
#13
ARCHER-DANIELS-MIDLAND CO (ADM) - 2.57%
AMGEN INC (AMGN) - 2.66%
#14
SYSCO CORP (SYY) - 2.50%
BRISTOL-MYERS SQUIBB CO (BMY) - 2.42%
#15
KENVUE INC (KVUE) - 2.32%
MCDONALD'S CORP (MCD) - 2.41%
#16
KIMBERLY-CLARK CORP (KMB) - 2.29%
ABBOTT LABORATORIES (ABT) - 2.10%
#17
THE KROGER CO (KR) - 2.08%
BLACKSTONE INC (BX) - 1.71%
#18
CASEY'S GENERAL STORES INC (CASY) - 1.93%
MEDTRONIC PLC (MDT) - 1.68%
#19
DOLLAR GENERAL CORP (DG) - 1.73%
SOUTHERN CO (SO) - 1.68%
#20
THE HERSHEY CO (HSY) - 1.63%
CONOCOPHILLIPS (COP) - 1.67%
#21
CHURCH & DWIGHT CO INC (CHD) - 1.49%
DUKE ENERGY CORP (DUK) - 1.61%
#22
DOLLAR TREE INC (DLTR) - 1.49%
STARBUCKS CORP (SBUX) - 1.44%
#23
THE KRAFT HEINZ CO (KHC) - 1.41%
PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.43%
#24
THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 1.32%
LOCKHEED MARTIN CORP (LMT) - 1.28%
#25
GENERAL MILLS INC (GIS) - 1.28%
WILLIAMS COMPANIES INC (WMB) - 1.22%
Total Holdings3880

XLP vs HDV - Historical Returns

Returns include dividend reinvestment.

1M
XLP
+2.29%
Winner
HDV
+4.55%
3M
XLP
+3.43%
Winner
HDV
+7.28%
6M
XLP
+3.25%
Winner
HDV
+12.00%
1Y
XLP
+6.83%
Winner
HDV
+22.61%
5Y(CAGR)
XLP
+6.29%
Winner
HDV
+11.82%
10Y(CAGR)
XLP
+7.12%
Winner
HDV
+9.26%
Max(CAGR)
XLP
+7.18%
Winner
HDV
+10.72%

XLP vs HDV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXLPHDV
2026+9.57%+17.06%
2025+1.83%+11.89%
2024+10.94%+12.43%
2023-0.45%+2.36%
2022-0.82%+6.85%
2021+18.48%+20.28%
2020+11.03%-6.68%
2019+28.18%+20.39%
2018-7.50%-3.16%
2017+12.57%+12.68%
2016+6.33%+16.96%
2015+7.20%-0.39%
2014+17.17%+13.75%
2013+23.13%+20.59%
2012+10.84%+9.73%
2011+13.92%+11.41%
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 HDV Drawdown Comparison

The maximum drawdown for XLP was -35.89%, occurring on Mar 10, 2003. Recovery took 1464 trading sessions.

The maximum drawdown for HDV was -37.04%, occurring on Mar 23, 2020. Recovery took 302 trading sessions.

The current XLP drawdown is -5.43%. The current HDV drawdown is -0.67%.

RankXLPHDV
#1-35.89%
Dec 28, 2000 - Oct 26, 2006		-37.04%
Dec 23, 2019 - Mar 8, 2021
#2-32.39%
Sep 12, 2008 - Mar 17, 2010		-15.39%
Apr 20, 2022 - Nov 30, 2022
#3-26.38%
Nov 24, 1999 - Jul 5, 2000		-12.86%
Dec 3, 2018 - Feb 22, 2019
#4-24.50%
Feb 14, 2020 - Aug 12, 2020		-12.51%
Apr 23, 2015 - Mar 2, 2016
#5-16.32%
Apr 20, 2022 - Mar 28, 2024		-12.02%
May 19, 2011 - Oct 27, 2011
#6-16.11%
Jan 26, 2018 - Apr 17, 2019		-11.86%
Jan 26, 2018 - Sep 21, 2018
#7-11.94%
May 19, 2011 - Dec 6, 2011		-10.49%
Mar 31, 2025 - Jul 10, 2025
#8-10.07%
Aug 5, 2015 - Oct 22, 2015		-9.78%
Nov 30, 2022 - Jan 2, 2024
#9-9.69%
Feb 27, 2026 - Mar 20, 2026		-7.72%
Nov 29, 2024 - Feb 24, 2025
#10-9.24%
Jul 13, 2016 - Feb 22, 2017		-7.27%
Oct 18, 2012 - Jan 25, 2013
#11-9.01%
Dec 10, 2007 - Sep 8, 2008		-6.41%
Jul 22, 2016 - Dec 13, 2016
#12-8.88%
Mar 23, 2010 - Sep 20, 2010		-6.17%
Apr 30, 2019 - Jun 20, 2019
#13-8.53%
Aug 20, 2025 - Jan 14, 2026		-6.04%
Nov 15, 2013 - Mar 17, 2014
#14-8.36%
Sep 16, 2024 - Feb 25, 2025		-5.71%
Sep 19, 2014 - Oct 31, 2014
#15-8.19%
Feb 25, 2025 - Aug 12, 2025		-5.54%
Nov 11, 2011 - Nov 30, 2011

Correlation

Correlation between XLP and HDV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

XLP vs HDV dividend yield comparison.

YearXLPHDV
20261.22%1.57%
20252.75%3.22%
20242.77%3.67%
20232.63%3.82%
20222.47%3.56%
20212.27%3.47%
20202.50%4.07%
20192.57%3.27%
20183.04%3.67%
20172.62%3.27%
20162.53%3.28%
20152.53%3.92%
20142.40%3.20%
20132.39%3.18%
20123.06%3.56%
20112.73%1.65%
20102.60%0.00%
20092.45%0.00%
20082.74%0.00%
20072.08%0.00%
20061.97%0.00%
20051.90%0.00%
20041.54%0.00%
20031.65%0.00%
20021.93%0.00%
20011.26%0.00%
20001.04%0.00%
19990.29%0.00%

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