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XLV vs IUSB

Comparison between STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV, ETF) and ISHARES CORE UNIVERSAL USD BOND ETF (IUSB, ETF).

5-Year PerformanceXLV has outperformed IUSB, delivering a return of +6.2% compared to +0.2%

XLV vs IUSB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XLV
$42B
Winner
IUSB
$43B
Expense Ratio
XLV
0.08%
Winner
IUSB
0.06%
Max Drawdown
XLV
40.58%
Winner
IUSB
22.73%
Sharpe Ratio
Winner
XLV
1.48
IUSB
-0.30
5Y Beta
XLV
0.43
Winner
IUSB
0.06
P/E Ratio
XLV
30.50
IUSB
N/A
Forward P/E
XLV
19.80
IUSB
N/A
PEG Ratio
XLV
0.30
IUSB
N/A
5Y Dividends CAGR
XLV
7.67%
Winner
IUSB
8.71%
5Y EPS CAGR
XLV
11.84%
IUSB
N/A
Debt to Equity
XLV
150.76%
IUSB
N/A
P/S Ratio
XLV
1.57
IUSB
N/A
P/B Ratio
XLV
5.04
IUSB
N/A

XLV vs IUSB - Holdings Comparison

XLV and IUSB have 0 common holdings. Overlap is 0.00%

XLV's top 25 holdings weight is 85.66%. IUSB's top 25 holdings weight is 3.11%.

RankXLVIUSB
#1
ELI LILLY AND CO (LLY) - 16.04%
BLACKROCK LIQUIDITY TEMPCASH INSTL (TMCXX) - 3.11%
#2
JOHNSON & JOHNSON (JNJ) - 10.41%
N/A
#3
ABBVIE INC (ABBV) - 7.80%
N/A
#4
UNITEDHEALTH GROUP INC (UNH) - 6.84%
N/A
#5
MERCK & CO INC (MRK) - 5.38%
N/A
#6
AMGEN INC (AMGN) - 3.41%
N/A
#7
THERMO FISHER SCIENTIFIC INC (TMO) - 3.36%
N/A
#8
ABBOTT LABORATORIES (ABT) - 2.99%
N/A
#9
GILEAD SCIENCES INC (GILD) - 2.79%
N/A
#10
PFIZER INC (PFE) - 2.45%
N/A
#11
CVS HEALTH CORP (CVS) - 2.43%
N/A
#12
BRISTOL-MYERS SQUIBB CO (BMY) - 2.15%
N/A
#13
INTUITIVE SURGICAL INC (ISRG) - 2.14%
N/A
#14
VERTEX PHARMACEUTICALS INC (VRTX) - 2.11%
N/A
#15
DANAHER CORP (DHR) - 1.94%
N/A
#16
STRYKER CORP (SYK) - 1.87%
N/A
#17
MEDTRONIC PLC (MDT) - 1.82%
N/A
#18
MCKESSON CORP (MCK) - 1.72%
N/A
#19
ELEVANCE HEALTH INC (ELV) - 1.47%
N/A
#20
THE CIGNA GROUP (CI) - 1.33%
N/A
#21
REGENERON PHARMACEUTICALS INC (REGN) - 1.16%
N/A
#22
BOSTON SCIENTIFIC CORP (BSX) - 1.11%
N/A
#23
CENCORA INC (COR) - 1.02%
N/A
#24
HCA HEALTHCARE INC (HCA) - 1.00%
N/A
#25
CARDINAL HEALTH INC (CAH) - 0.92%
N/A
Total Holdings631

XLV vs IUSB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XLV
+0.75%
IUSB
-0.20%
3M
Winner
XLV
+14.98%
IUSB
-0.21%
6M
Winner
XLV
+5.95%
IUSB
-0.35%
1Y
Winner
XLV
+30.66%
IUSB
+2.78%
5Y(CAGR)
Winner
XLV
+6.20%
IUSB
+0.18%
10Y(CAGR)
Winner
XLV
+10.14%
IUSB
+1.77%
Max(CAGR)
Winner
XLV
+8.47%
IUSB
+2.16%

XLV vs IUSB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXLVIUSB
2026+7.45%+0.30%
2025+14.46%+7.38%
2024+0.70%+2.60%
2023+2.36%+5.66%
2022-1.07%-12.47%
2021+26.58%-1.17%
2020+13.04%+7.38%
2019+22.30%+8.95%
2018+5.10%-0.27%
2017+20.20%+3.93%
2016-0.98%+3.83%
2015+6.45%+0.06%
2014+25.84%+1.90%
2013+38.67%N/A
2012+15.87%N/A
2011+11.38%N/A
2010+1.54%N/A
2009+17.13%N/A
2008-22.50%N/A
2007+7.12%N/A
2006+5.76%N/A
2005+7.66%N/A
2004+1.05%N/A
2003+11.89%N/A
2002-1.59%N/A
2001+3.39%N/A
2000-9.87%N/A
1999+10.22%N/A

XLV vs IUSB Drawdown Comparison

The maximum drawdown for XLV was -39.17%, occurring on Mar 9, 2009. Recovery took 850 trading sessions.

The maximum drawdown for IUSB was -17.90%, occurring on Oct 20, 2022. Recovery took 1205 trading sessions.

The current XLV drawdown is -0.94%. The current IUSB drawdown is -1.47%.

RankXLVIUSB
#1-39.17%
Dec 10, 2007 - Apr 26, 2011		-17.90%
Dec 31, 2020 - Oct 20, 2025
#2-33.13%
Jan 10, 2000 - Jun 16, 2005		-9.90%
Mar 6, 2020 - Jun 10, 2020
#3-28.39%
Jan 22, 2020 - Jul 15, 2020		-4.01%
Sep 7, 2016 - Jul 21, 2017
#4-17.34%
May 18, 2011 - Jan 18, 2012		-3.26%
Sep 7, 2017 - Jan 30, 2019
#5-17.11%
Sep 16, 2024 - Nov 21, 2025		-2.58%
Apr 24, 2015 - Mar 16, 2016
#6-17.08%
Jul 20, 2015 - Mar 1, 2017		-2.53%
Feb 27, 2026 - May 19, 2026
#7-16.06%
Apr 8, 2022 - Jan 4, 2024		-1.78%
Sep 4, 2019 - Oct 4, 2019
#8-15.44%
Nov 30, 2018 - Oct 29, 2019		-1.69%
Jan 30, 2015 - Mar 24, 2015
#9-12.79%
Jan 26, 2018 - Aug 17, 2018		-1.54%
Aug 4, 2020 - Dec 30, 2020
#10-10.56%
Dec 30, 2021 - Apr 7, 2022		-1.31%
Oct 4, 2019 - Jan 3, 2020
#11-10.47%
Feb 27, 2026 - Jun 26, 2026		-0.99%
Oct 28, 2025 - Nov 26, 2025
#12-9.85%
Mar 22, 2006 - Aug 29, 2006		-0.85%
Aug 15, 2014 - Oct 7, 2014
#13-8.71%
Oct 1, 2018 - Nov 30, 2018		-0.76%
Jul 8, 2016 - Jul 29, 2016
#14-8.21%
May 7, 2007 - Nov 30, 2007		-0.75%
Nov 26, 2025 - Jan 14, 2026
#15-8.08%
Sep 3, 2021 - Dec 15, 2021		-0.72%
Oct 20, 2014 - Nov 26, 2014

Correlation

Correlation between XLV and IUSB is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (1999 - 2026)

XLV vs IUSB dividend yield comparison.

YearXLVIUSB
20260.76%2.49%
20251.60%4.17%
20241.67%4.04%
20231.59%3.46%
20221.47%2.53%
20211.33%1.74%
20201.49%2.68%
20192.17%3.04%
20181.57%2.98%
20171.47%2.56%
20161.60%2.60%
20151.43%1.95%
20141.35%1.39%
20131.52%0.00%
20122.01%0.00%
20111.96%0.00%
20101.83%0.00%
20091.85%0.00%
20082.19%0.00%
20071.62%0.00%
20061.35%0.00%
20051.25%0.00%
20041.13%0.00%
20031.15%0.00%
20020.74%0.00%
20010.27%0.00%
20000.22%0.00%
19990.57%0.00%

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Compare XLV with:

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Compare IUSB with:

IBIT
ETF
Net Assets
$43B
iShares Bitcoin Trust
DGRO
ETF
Net Assets
$41B
ISHARES CORE DIVIDEND GROWTH ETF
TLT
ETF
Net Assets
$41B
ISHARES 20+ YEAR TREASURY BOND ETF