XLP vs IWS
Comparison between THE CONSUMER STAPLES SELECT SECTOR SPDR FUND (XLP, ETF) and ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF).
5-Year PerformanceIWS has outperformed XLP, delivering a return of +8.4% compared to +6.1%
XLP vs IWS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLP
$15B
Winner
IWS
$15B
Expense Ratio
Winner
XLP
0.08%
IWS
0.23%
Max Drawdown
Winner
XLP
37.82%
IWS
63.92%
Sharpe Ratio
XLP
0.18
Winner
IWS
1.61
5Y Beta
Winner
XLP
0.22
IWS
0.82
P/E Ratio
XLP
29.63
Winner
IWS
25.74
Forward P/E
XLP
19.73
Winner
IWS
17.07
PEG Ratio
XLP
1.88
IWS
N/A
5Y Dividends CAGR
XLP
4.86%
Winner
IWS
7.60%
5Y EPS CAGR
XLP
7.07%
Winner
IWS
12.18%
Debt to Equity
XLP
205.55%
Winner
IWS
0.97%
P/S Ratio
Winner
XLP
1.34
IWS
1.68
P/B Ratio
XLP
4.82
Winner
IWS
2.75
XLP vs IWS - Holdings Comparison
XLP and IWS have 24 common holdings. Overlap is 3.95%
XLP's top 25 holdings weight is 92.27%. IWS's top 25 holdings weight is 18.13%.
| Rank | XLP | IWS |
|---|---|---|
| #1 | WALMART INC (WMT) - 12.10% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.90% |
| #2 | COSTCO WHOLESALE CORP (COST) - 9.52% | WESTERN DIGITAL CORP (WDC) - 1.49% |
| #3 | PROCTER & GAMBLE CO (PG) - 7.11% | CORNING INC (GLW) - 1.19% |
| #4 | COCA-COLA CO (KO) - 6.41% | CUMMINS INC (CMI) - 0.88% |
| #5 | PHILIP MORRIS INTERNATIONAL INC (PM) - 5.57% | BANK OF NEW YORK MELLON CORP (BK) - 0.80% |
| #6 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 4.95% | MARATHON PETROLEUM CORP (MPC) - 0.74% |
| #7 | ALTRIA GROUP INC (MO) - 4.90% | VALERO ENERGY CORP (VLO) - 0.73% |
| #8 | PEPSICO INC (PEP) - 4.47% | CIENA CORP (CIEN) - 0.72% |
| #9 | COLGATE-PALMOLIVE CO (CL) - 4.30% | DIGITAL REALTY TRUST INC (DLR) - 0.64% |
| #10 | TARGET CORP (TGT) - 3.82% | PHILLIPS 66 (PSX) - 0.64% |
| #11 | MONSTER BEVERAGE CORP (MNST) - 3.54% | BAKER HUGHES CO CLASS A (BKR) - 0.63% |
| #12 | KEURIG DR PEPPER INC (KDP) - 2.57% | LUMENTUM HOLDINGS INC (LITE) - 0.61% |
| #13 | THE KROGER CO (KR) - 2.55% | n/a (WBD) - 0.60% |
| #14 | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.49% | KINDER MORGAN INC CLASS P (KMI) - 0.59% |
| #15 | SYSCO CORP (SYY) - 2.29% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.58% |
| #16 | KENVUE INC (KVUE) - 2.18% | UNITED RENTALS INC (URI) - 0.56% |
| #17 | KIMBERLY-CLARK CORP (KMB) - 2.11% | ROSS STORES INC (ROST) - 0.55% |
| #18 | THE HERSHEY CO (HSY) - 1.80% | COHERENT CORP (COHR) - 0.55% |
| #19 | DOLLAR GENERAL CORP (DG) - 1.69% | REALTY INCOME CORP (O) - 0.55% |
| #20 | CHURCH & DWIGHT CO INC (CHD) - 1.45% | ALLSTATE CORP (ALL) - 0.54% |
| #21 | CONSTELLATION BRANDS INC CLASS A (STZ) - 1.38% | CORTEVA INC (CTVA) - 0.54% |
| #22 | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 1.34% | L3HARRIS TECHNOLOGIES INC (LHX) - 0.53% |
| #23 | THE KRAFT HEINZ CO (KHC) - 1.26% | TERADYNE INC (TER) - 0.53% |
| #24 | TYSON FOODS INC CLASS A (TSN) - 1.26% | ONEOK INC (OKE) - 0.53% |
| #25 | GENERAL MILLS INC (GIS) - 1.21% | AMETEK INC (AME) - 0.51% |
| Total Holdings | 39 | 704 |
XLP vs IWS - Historical Returns
Returns include dividend reinvestment.
1M
XLP
+1.21%
Winner
IWS
+4.64%
3M
XLP
-5.16%
Winner
IWS
+4.23%
6M
XLP
+9.15%
Winner
IWS
+14.07%
1Y
XLP
+5.73%
Winner
IWS
+24.66%
5Y(CAGR)
XLP
+6.14%
Winner
IWS
+8.37%
10Y(CAGR)
XLP
+7.34%
Winner
IWS
+10.27%
Max(CAGR)
XLP
+7.17%
Winner
IWS
+9.81%
XLP vs IWS - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLP | IWS |
|---|---|---|
| 2026 | +7.91% | +11.50% |
| 2025 | +1.83% | +11.21% |
| 2024 | +10.94% | +13.15% |
| 2023 | -0.45% | +12.89% |
| 2022 | -0.82% | -12.25% |
| 2021 | +18.48% | +30.37% |
| 2020 | +11.03% | +5.02% |
| 2019 | +28.18% | +27.04% |
| 2018 | -7.50% | -12.90% |
| 2017 | +12.57% | +12.25% |
| 2016 | +6.33% | +20.88% |
| 2015 | +7.20% | -5.09% |
| 2014 | +17.17% | +15.69% |
| 2013 | +23.13% | +30.20% |
| 2012 | +10.84% | +17.01% |
| 2011 | +13.92% | -2.83% |
| 2010 | +12.93% | +22.53% |
| 2009 | +12.35% | +30.81% |
| 2008 | -13.79% | -37.02% |
| 2007 | +11.96% | -1.77% |
| 2006 | +14.03% | +18.55% |
| 2005 | +2.84% | +14.38% |
| 2004 | +8.95% | +23.59% |
| 2003 | +9.08% | +34.22% |
| 2002 | -19.81% | -10.03% |
| 2001 | -8.72% | +2.75% |
| 2000 | +27.10% | N/A |
| 1999 | -7.17% | N/A |
XLP vs IWS Drawdown Comparison
The maximum drawdown for XLP was -35.89%, occurring on Mar 10, 2003. Recovery took 1464 trading sessions.
The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.
The current XLP drawdown is -6.86%. The current IWS drawdown is -0.41%.
| Rank | XLP | IWS |
|---|---|---|
| #1 | -35.89% Dec 28, 2000 - Oct 26, 2006 | -62.39% Jun 4, 2007 - Sep 6, 2012 |
| #2 | -32.39% Sep 12, 2008 - Mar 17, 2010 | -43.83% Feb 20, 2020 - Nov 24, 2020 |
| #3 | -26.38% Nov 24, 1999 - Jul 5, 2000 | -30.36% Apr 10, 2002 - Sep 2, 2003 |
| #4 | -24.50% Feb 14, 2020 - Aug 12, 2020 | -21.22% Jan 4, 2022 - Feb 29, 2024 |
| #5 | -16.32% Apr 20, 2022 - Mar 28, 2024 | -20.75% Sep 21, 2018 - Jul 5, 2019 |
| #6 | -16.11% Jan 26, 2018 - Apr 17, 2019 | -20.57% Nov 25, 2024 - Aug 22, 2025 |
| #7 | -11.94% May 19, 2011 - Dec 6, 2011 | -19.03% Mar 20, 2015 - Jun 7, 2016 |
| #8 | -10.07% Aug 5, 2015 - Oct 22, 2015 | -17.20% Aug 3, 2001 - Jan 4, 2002 |
| #9 | -9.69% Feb 27, 2026 - Mar 20, 2026 | -9.60% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -9.24% Jul 13, 2016 - Feb 22, 2017 | -8.91% Mar 5, 2004 - Sep 7, 2004 |
| #11 | -9.01% Dec 10, 2007 - Sep 8, 2008 | -8.62% Sep 5, 2014 - Nov 10, 2014 |
| #12 | -8.88% Mar 23, 2010 - Sep 20, 2010 | -7.80% May 10, 2006 - Sep 26, 2006 |
| #13 | -8.53% Aug 20, 2025 - Jan 14, 2026 | -7.54% Mar 2, 2026 - Apr 16, 2026 |
| #14 | -8.36% Sep 16, 2024 - Feb 25, 2025 | -7.25% Mar 7, 2005 - Jun 13, 2005 |
| #15 | -8.19% Feb 25, 2025 - Aug 12, 2025 | -7.19% May 20, 2013 - Jul 12, 2013 |
Correlation
Correlation between XLP and IWS is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
XLP vs IWS dividend yield comparison.
| Year | XLP | IWS |
|---|---|---|
| 2026 | 0.55% | 0.28% |
| 2025 | 2.75% | 1.53% |
| 2024 | 2.77% | 1.50% |
| 2023 | 2.63% | 1.76% |
| 2022 | 2.47% | 1.93% |
| 2021 | 2.27% | 1.39% |
| 2020 | 2.50% | 1.87% |
| 2019 | 2.57% | 1.97% |
| 2018 | 3.04% | 2.53% |
| 2017 | 2.62% | 1.96% |
| 2016 | 2.53% | 2.10% |
| 2015 | 2.53% | 2.14% |
| 2014 | 2.40% | 1.84% |
| 2013 | 2.39% | 1.71% |
| 2012 | 3.06% | 2.09% |
| 2011 | 2.73% | 2.12% |
| 2010 | 2.60% | 1.95% |
| 2009 | 2.45% | 2.09% |
| 2008 | 2.74% | 3.09% |
| 2007 | 2.08% | 2.29% |
| 2006 | 1.97% | 1.83% |
| 2005 | 1.90% | 1.95% |
| 2004 | 1.54% | 1.54% |
| 2003 | 1.65% | 1.70% |
| 2002 | 1.93% | 1.91% |
| 2001 | 1.26% | 0.86% |
| 2000 | 1.04% | 0.00% |
| 1999 | 0.29% | 0.00% |
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