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XLP vs VFH

Comparison between STATE STREET(R) CONSUMER STAPLES SELECT SECTOR SPDR(R) ETF (XLP, ETF) and VANGUARD FINANCIALS INDEX FUND ETF SHARES (VFH, ETF).

XLP is from the Consumer Defensive sector, while VFH is from the Financial Services sector.

5-Year PerformanceVFH has outperformed XLP, delivering a return of +10.8% compared to +6.5%

XLP vs VFH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XLP
$15B
Winner
VFH
$15B
Expense Ratio
Winner
XLP
0.08%
VFH
0.09%
Max Drawdown
Winner
XLP
37.82%
VFH
79.90%
Sharpe Ratio
XLP
0.29
Winner
VFH
0.65
5Y Beta
Winner
XLP
0.17
VFH
0.83
P/E Ratio
XLP
29.68
Winner
VFH
16.15
Forward P/E
XLP
20.46
Winner
VFH
14.45
PEG Ratio
XLP
1.23
VFH
N/A
5Y Dividends CAGR
XLP
4.54%
Winner
VFH
12.03%
5Y EPS CAGR
XLP
9.71%
Winner
VFH
12.17%
Debt to Equity
XLP
111.98%
Winner
VFH
82.80%
P/S Ratio
Winner
XLP
1.35
VFH
3.04
P/B Ratio
XLP
5.10
Winner
VFH
2.19

XLP vs VFH - Holdings Comparison

XLP and VFH have 1 common holdings. Overlap is -0.04%

XLP's top 25 holdings weight is 92.81%. VFH's top 25 holdings weight is 65.05%.

RankXLPVFH
#1
WALMART INC (WMT) - 10.49%
JPMORGAN CHASE & CO (JPM) - 8.83%
#2
COSTCO WHOLESALE CORP (COST) - 8.85%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.77%
#3
PROCTER & GAMBLE CO (PG) - 7.41%
MASTERCARD INC CLASS A (MA) - 4.76%
#4
COCA-COLA CO (KO) - 6.78%
BANK OF AMERICA CORP (BAC) - 4.13%
#5
PHILIP MORRIS INTERNATIONAL INC (PM) - 6.41%
VISA INC CLASS A (V) - 4.10%
#6
COLGATE-PALMOLIVE CO (CL) - 4.62%
MKTLIQ 12/31/2049 (n/a) - 3.44%
#7
ALTRIA GROUP INC (MO) - 4.61%
THE GOLDMAN SACHS GROUP INC (GS) - 3.38%
#8
MONSTER BEVERAGE CORP (MNST) - 4.34%
MORGAN STANLEY (MS) - 2.90%
#9
MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 4.24%
WELLS FARGO & CO (WFC) - 2.80%
#10
PEPSICO INC (PEP) - 4.24%
CITIGROUP INC (C) - 2.39%
#11
TARGET CORP (TGT) - 4.03%
n/a (n/a) - 2.36%
#12
KEURIG DR PEPPER INC (KDP) - 2.64%
AMERICAN EXPRESS CO (AXP) - 1.98%
#13
ARCHER-DANIELS-MIDLAND CO (ADM) - 2.63%
BLACKROCK INC (BLK) - 1.82%
#14
SYSCO CORP (SYY) - 2.46%
CHARLES SCHWAB CORP (SCHW) - 1.70%
#15
KENVUE INC (KVUE) - 2.32%
S&P GLOBAL INC (SPGI) - 1.51%
#16
KIMBERLY-CLARK CORP (KMB) - 2.29%
CAPITAL ONE FINANCIAL CORP (COF) - 1.32%
#17
THE KROGER CO (KR) - 2.11%
PROGRESSIVE CORP (PGR) - 1.31%
#18
CASEY'S GENERAL STORES INC (CASY) - 2.04%
CHUBB LTD (CB) - 1.28%
#19
DOLLAR GENERAL CORP (DG) - 1.75%
CME GROUP INC CLASS A (CME) - 1.17%
#20
THE HERSHEY CO (HSY) - 1.62%
BANK OF NEW YORK MELLON CORP (BNY) - 1.13%
#21
CHURCH & DWIGHT CO INC (CHD) - 1.47%
PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.05%
#22
DOLLAR TREE INC (DLTR) - 1.46%
BLACKSTONE INC (BX) - 1.02%
#23
THE KRAFT HEINZ CO (KHC) - 1.40%
U.S. BANCORP (USB) - 1.00%
#24
THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 1.32%
INTERCONTINENTAL EXCHANGE INC (ICE) - 0.99%
#25
GENERAL MILLS INC (GIS) - 1.28%
MARSH (MRSH) - 0.91%
Total Holdings38441

XLP vs VFH - Historical Returns

Returns include dividend reinvestment.

1M
XLP
+0.31%
Winner
VFH
+2.73%
3M
XLP
+2.07%
Winner
VFH
+11.80%
6M
XLP
-1.98%
Winner
VFH
+6.94%
1Y
XLP
+6.39%
Winner
VFH
+14.26%
5Y(CAGR)
XLP
+6.48%
Winner
VFH
+10.83%
10Y(CAGR)
XLP
+7.40%
Winner
VFH
+13.29%
Max(CAGR)
Winner
XLP
+7.22%
VFH
+6.95%

XLP vs VFH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXLPVFH
2026+10.95%+6.20%
2025+1.83%+15.14%
2024+10.94%+30.38%
2023-0.45%+13.79%
2022-0.82%-13.30%
2021+18.48%+37.15%
2020+11.03%-2.83%
2019+28.18%+30.58%
2018-7.50%-13.45%
2017+12.57%+19.08%
2016+6.33%+27.20%
2015+7.20%-0.60%
2014+17.17%+14.63%
2013+23.13%+29.33%
2012+10.84%+23.46%
2011+13.92%-16.14%
2010+12.93%+12.75%
2009+12.35%+13.97%
2008-13.79%-47.75%
2007+11.96%-17.62%
2006+14.03%+17.71%
2005+2.84%+6.85%
2004+8.95%+10.21%
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 VFH Drawdown Comparison

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

The maximum drawdown for VFH was -78.61%, occurring on Mar 6, 2009. Recovery took 2380 trading sessions.

The current XLP drawdown is -4.24%. The current VFH drawdown is -0.79%.

RankXLPVFH
#1-35.89%
Dec 28, 2000 - Oct 26, 2006		-78.61%
Jun 4, 2007 - Nov 11, 2016
#2-32.39%
Sep 12, 2008 - Mar 17, 2010		-44.44%
Feb 14, 2020 - Jan 7, 2021
#3-26.38%
Nov 24, 1999 - Jul 5, 2000		-25.67%
Jan 12, 2022 - Feb 22, 2024
#4-24.50%
Feb 14, 2020 - Aug 12, 2020		-24.30%
Jan 26, 2018 - Nov 1, 2019
#5-16.32%
Apr 20, 2022 - Mar 28, 2024		-17.30%
Feb 18, 2025 - Jun 30, 2025
#6-16.11%
Jan 26, 2018 - Apr 17, 2019		-14.75%
Jan 6, 2026 - Jul 6, 2026
#7-11.94%
May 19, 2011 - Dec 6, 2011		-10.78%
Mar 5, 2004 - Nov 4, 2004
#8-10.07%
Aug 5, 2015 - Oct 22, 2015		-9.41%
Dec 30, 2004 - Jul 11, 2005
#9-9.69%
Feb 27, 2026 - Mar 20, 2026		-8.64%
Mar 1, 2017 - Jul 25, 2017
#10-9.24%
Jul 13, 2016 - Feb 22, 2017		-8.33%
Feb 20, 2007 - Jun 1, 2007
#11-9.01%
Dec 10, 2007 - Sep 8, 2008		-8.27%
Jun 4, 2021 - Aug 10, 2021
#12-8.88%
Mar 23, 2010 - Sep 20, 2010		-7.98%
Nov 29, 2024 - Jan 27, 2025
#13-8.53%
Aug 20, 2025 - Jan 14, 2026		-7.84%
Jan 14, 2021 - Feb 9, 2021
#14-8.36%
Sep 16, 2024 - Feb 25, 2025		-7.67%
Nov 3, 2021 - Jan 7, 2022
#15-8.19%
Feb 25, 2025 - Aug 12, 2025		-7.40%
May 5, 2006 - Sep 12, 2006

Correlation

Correlation between XLP and VFH 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 VFH dividend yield comparison.

YearXLPVFH
20261.21%0.87%
20252.75%1.55%
20242.77%1.75%
20232.63%2.08%
20222.47%2.31%
20212.27%1.87%
20202.50%2.21%
20192.57%2.17%
20183.04%2.30%
20172.62%1.53%
20162.53%1.63%
20152.53%2.00%
20142.40%1.85%
20132.39%1.82%
20123.06%2.13%
20112.73%2.02%
20102.60%1.32%
20092.45%1.72%
20082.74%5.14%
20072.08%2.83%
20061.97%1.96%
20051.90%1.81%
20041.54%2.13%
20031.65%0.00%
20021.93%0.00%
20011.26%0.00%
20001.04%0.00%
19990.29%0.00%

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