XLV vs MBB

Comparison between THE HEALTH CARE SELECT SECTOR SPDR FUND (XLV, ETF) and ISHARES MBS ETF (MBB, ETF).

5-Year PerformanceXLV has outperformed MBB, delivering a return of +4.6% compared to +0.4%

XLV vs MBB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLV(ETF)	MBB(ETF)
Net Assets	$39B	$39B
Expense Ratio	0.08%	0.04%
Max Drawdown	40.58%	22.85%
Sharpe Ratio	0.34	0.59
5Y Beta	0.48	0.04
P/E Ratio	27.12	N/A
Forward P/E	17.27	N/A
5Y Dividends CAGR	8.03%	14.91%
5Y EPS CAGR	13.45%	N/A
Debt to Equity	-113.38%	N/A
P/S Ratio	1.37	N/A
P/B Ratio	4.35	N/A

Net Assets

XLV

$39B

Winner

MBB

$39B

Expense Ratio

XLV

0.08%

Winner

MBB

0.04%

Max Drawdown

XLV

40.58%

Winner

MBB

22.85%

Sharpe Ratio

XLV

0.34

Winner

MBB

0.59

5Y Beta

XLV

0.48

Winner

MBB

0.04

P/E Ratio

XLV

27.12

MBB

N/A

Forward P/E

XLV

17.27

MBB

N/A

5Y Dividends CAGR

XLV

8.03%

Winner

MBB

14.91%

5Y EPS CAGR

XLV

13.45%

MBB

N/A

Debt to Equity

XLV

-113.38%

MBB

N/A

P/S Ratio

XLV

1.37

MBB

N/A

P/B Ratio

XLV

4.35

MBB

N/A

XLV vs MBB - Historical Returns

Returns include dividend reinvestment.

Period	XLV	MBB
1 month	-4.13%	+0.20%
3 months	-7.83%	+0.37%
6 months	-0.99%	+1.61%
1 year	+8.87%	+7.08%
5 years(CAGR)	+4.62%	+0.40%
10 years(CAGR)	+9.26%	+1.36%
Max(CAGR)	+7.95%	+2.71%

XLV

-4.13%

Winner

MBB

+0.20%

XLV

-7.83%

Winner

MBB

+0.37%

XLV

-0.99%

Winner

MBB

+1.61%

Winner

XLV

+8.87%

MBB

+7.08%

5Y(CAGR)

Winner

XLV

+4.62%

MBB

+0.40%

10Y(CAGR)

Winner

XLV

+9.26%

MBB

+1.36%

Max(CAGR)

Winner

XLV

+7.95%

MBB

+2.71%

XLV vs MBB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	XLV	MBB
2026	-7.35%	+1.16%
2025	+14.46%	+8.48%
2024	+0.70%	+1.91%
2023	+2.36%	+4.52%
2022	-1.07%	-11.39%
2021	+26.58%	-1.44%
2020	+13.04%	+3.95%
2019	+22.30%	+5.99%
2018	+5.10%	+0.89%
2017	+20.20%	+2.43%
2016	-0.98%	+1.25%
2015	+6.45%	+1.13%
2014	+25.84%	+6.22%
2013	+38.67%	-1.98%
2012	+15.87%	+2.07%
2011	+11.38%	+6.01%
2010	+1.54%	+5.49%
2009	+17.13%	+4.73%
2008	-22.50%	+7.13%
2007	+7.12%	+4.99%
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 MBB Drawdown Comparison

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

The maximum drawdown for MBB was -17.64%, occurring on Oct 19, 2023. Recovery took 1185 trading sessions.

The current XLV drawdown is -10.06%. The current MBB drawdown is -1.03%.

Rank	XLV	MBB
#1	-39.17% Dec 10, 2007 - Apr 26, 2011	-17.64% Feb 9, 2021 - Oct 28, 2025
#2	-33.13% Jan 10, 2000 - Jun 16, 2005	-4.81% Sep 25, 2012 - May 1, 2014
#3	-28.39% Jan 22, 2020 - Jul 15, 2020	-4.32% Mar 9, 2020 - Mar 27, 2020
#4	-17.34% May 18, 2011 - Jan 18, 2012	-3.82% Sep 17, 2008 - Nov 25, 2008
#5	-17.11% Sep 16, 2024 - Nov 21, 2025	-3.43% Sep 27, 2016 - Aug 23, 2017
#6	-17.08% Jul 20, 2015 - Mar 1, 2017	-3.00% May 20, 2008 - Sep 2, 2008
#7	-16.06% Apr 8, 2022 - Jan 4, 2024	-2.92% Sep 7, 2017 - Dec 28, 2018
#8	-15.44% Nov 30, 2018 - Oct 29, 2019	-2.65% Nov 4, 2010 - Apr 25, 2011
#9	-12.79% Jan 26, 2018 - Aug 17, 2018	-2.63% Feb 27, 2026 - Mar 26, 2026
#10	-10.56% Dec 30, 2021 - Apr 7, 2022	-2.56% May 8, 2007 - Aug 21, 2007
#11	-10.47% Feb 27, 2026 - Apr 29, 2026	-2.51% Jan 22, 2008 - Mar 17, 2008
#12	-9.85% Mar 22, 2006 - Aug 29, 2006	-2.02% May 20, 2009 - Jul 8, 2009
#13	-8.71% Oct 1, 2018 - Nov 30, 2018	-1.77% Jan 8, 2009 - Mar 18, 2009
#14	-8.21% May 7, 2007 - Nov 30, 2007	-1.74% Apr 15, 2015 - Sep 18, 2015
#15	-8.08% Sep 3, 2021 - Dec 15, 2021	-1.64% Nov 30, 2009 - Feb 4, 2010

Correlation

Correlation between XLV and MBB is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (1999 - 2026)

XLV vs MBB dividend yield comparison.

Year	XLV	MBB
2026	0.41%	1.40%
2025	1.60%	4.21%
2024	1.67%	3.94%
2023	1.59%	3.40%
2022	1.47%	2.31%
2021	1.33%	1.05%
2020	1.49%	2.10%
2019	2.17%	2.77%
2018	1.57%	2.64%
2017	1.47%	2.23%
2016	1.60%	2.58%
2015	1.43%	2.66%
2014	1.35%	1.72%
2013	1.52%	1.27%
2012	2.01%	2.04%
2011	1.96%	3.33%
2010	1.83%	5.92%
2009	1.85%	3.57%
2008	2.19%	4.33%
2007	1.62%	3.89%
2006	1.35%	0.00%
2005	1.25%	0.00%
2004	1.13%	0.00%
2003	1.15%	0.00%
2002	0.74%	0.00%
2001	0.27%	0.00%
2000	0.22%	0.00%
1999	0.57%	0.00%