XLV vs SCHB
Comparison between THE HEALTH CARE SELECT SECTOR SPDR FUND (XLV, ETF) and SCHWAB U.S. BROAD MARKET ETF (SCHB, ETF).
5-Year PerformanceSCHB has outperformed XLV, delivering a return of +12.3% compared to +4.6%
XLV vs SCHB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLV
$39B
SCHB
$37B
Expense Ratio
XLV
0.08%
Winner
SCHB
0.03%
Max Drawdown
XLV
40.58%
Winner
SCHB
35.27%
Sharpe Ratio
XLV
0.34
Winner
SCHB
2.04
5Y Beta
Winner
XLV
0.48
SCHB
0.98
P/E Ratio
Winner
XLV
27.12
SCHB
27.26
Forward P/E
Winner
XLV
17.27
SCHB
20.38
5Y Dividends CAGR
Winner
XLV
8.03%
SCHB
4.16%
5Y EPS CAGR
XLV
13.45%
Winner
SCHB
24.17%
Debt to Equity
XLV
-113.38%
SCHB
N/A
P/S Ratio
Winner
XLV
1.37
SCHB
3.06
P/B Ratio
Winner
XLV
4.35
SCHB
4.59
XLV vs SCHB - Holdings Comparison
XLV and SCHB have 57 common holdings. Overlap is 8.42%
XLV's top 25 holdings weight is 85.83%. SCHB's top 25 holdings weight is 45.65%.
| Rank | XLV | SCHB |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 13.36% | NVIDIA CORP (NVDA) - 6.89% |
| #2 | JOHNSON & JOHNSON (JNJ) - 10.59% | APPLE INC (AAPL) - 6.03% |
| #3 | ABBVIE INC (ABBV) - 6.74% | MICROSOFT CORP (MSFT) - 5.42% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 6.41% | AMAZON.COM INC (AMZN) - 3.38% |
| #5 | MERCK & CO INC (MRK) - 5.27% | ALPHABET INC CLASS A (GOOGL) - 2.74% |
| #6 | AMGEN INC (AMGN) - 3.53% | BROADCOM INC (AVGO) - 2.47% |
| #7 | THERMO FISHER SCIENTIFIC INC (TMO) - 3.41% | ALPHABET INC CLASS C (GOOG) - 2.20% |
| #8 | INTUITIVE SURGICAL INC (ISRG) - 3.20% | META PLATFORMS INC CLASS A (META) - 2.17% |
| #9 | ABBOTT LABORATORIES (ABT) - 3.15% | TESLA INC (TSLA) - 2.04% |
| #10 | GILEAD SCIENCES INC (GILD) - 3.09% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #11 | PFIZER INC (PFE) - 2.90% | JPMORGAN CHASE & CO (JPM) - 1.33% |
| #12 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.29% | ELI LILLY AND CO (LLY) - 1.27% |
| #13 | DANAHER CORP (DHR) - 2.17% | VISA INC CLASS A (V) - 0.89% |
| #14 | STRYKER CORP (SYK) - 2.13% | EXXON MOBIL CORP (XOM) - 0.75% |
| #15 | VERTEX PHARMACEUTICALS INC (VRTX) - 2.11% | JOHNSON & JOHNSON (JNJ) - 0.74% |
| #16 | MEDTRONIC PLC (MDT) - 2.02% | WALMART INC (WMT) - 0.73% |
| #17 | CVS HEALTH CORP (CVS) - 1.99% | MASTERCARD INC CLASS A (MA) - 0.71% |
| #18 | MCKESSON CORP (MCK) - 1.97% | n/a (PLTR) - 0.66% |
| #19 | BOSTON SCIENTIFIC CORP (BSX) - 1.67% | ABBVIE INC (ABBV) - 0.61% |
| #20 | ELEVANCE HEALTH INC (ELV) - 1.54% | NETFLIX INC (NFLX) - 0.59% |
| #21 | THE CIGNA GROUP (CI) - 1.45% | COSTCO WHOLESALE CORP (COST) - 0.57% |
| #22 | REGENERON PHARMACEUTICALS INC (REGN) - 1.42% | BANK OF AMERICA CORP (BAC) - 0.56% |
| #23 | HCA HEALTHCARE INC (HCA) - 1.30% | ADVANCED MICRO DEVICES INC (AMD) - 0.52% |
| #24 | CENCORA INC (COR) - 1.17% | THE HOME DEPOT INC (HD) - 0.51% |
| #25 | ZOETIS INC CLASS A (ZTS) - 0.95% | PROCTER & GAMBLE CO (PG) - 0.50% |
| Total Holdings | 62 | 2100 |
XLV vs SCHB - Historical Returns
Returns include dividend reinvestment.
1M
XLV
-4.13%
Winner
SCHB
+8.81%
3M
XLV
-7.83%
Winner
SCHB
+6.33%
6M
XLV
-0.99%
Winner
SCHB
+10.63%
1Y
XLV
+8.87%
Winner
SCHB
+31.97%
5Y(CAGR)
XLV
+4.62%
Winner
SCHB
+12.28%
10Y(CAGR)
XLV
+9.26%
Winner
SCHB
+15.05%
Max(CAGR)
XLV
+7.95%
Winner
SCHB
+14.38%
XLV vs SCHB - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLV | SCHB |
|---|---|---|
| 2026 | -7.35% | +8.31% |
| 2025 | +14.46% | +17.15% |
| 2024 | +0.70% | +24.73% |
| 2023 | +2.36% | +26.77% |
| 2022 | -1.07% | -19.93% |
| 2021 | +26.58% | +27.54% |
| 2020 | +13.04% | +19.76% |
| 2019 | +22.30% | +30.74% |
| 2018 | +5.10% | -6.12% |
| 2017 | +20.20% | +20.37% |
| 2016 | -0.98% | +14.36% |
| 2015 | +6.45% | +0.51% |
| 2014 | +25.84% | +13.72% |
| 2013 | +38.67% | +30.06% |
| 2012 | +15.87% | +14.75% |
| 2011 | +11.38% | +0.25% |
| 2010 | +1.54% | +15.16% |
| 2009 | +17.13% | +7.53% |
| 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 SCHB Drawdown Comparison
The maximum drawdown for XLV was -39.17%, occurring on Mar 9, 2009. Recovery took 850 trading sessions.
The maximum drawdown for SCHB was -35.27%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The current XLV drawdown is -10.06%.
| Rank | XLV | SCHB |
|---|---|---|
| #1 | -39.17% Dec 10, 2007 - Apr 26, 2011 | -35.27% Feb 19, 2020 - Aug 12, 2020 |
| #2 | -33.13% Jan 10, 2000 - Jun 16, 2005 | -25.40% Dec 27, 2021 - Dec 18, 2023 |
| #3 | -28.39% Jan 22, 2020 - Jul 15, 2020 | -20.19% Sep 20, 2018 - Apr 23, 2019 |
| #4 | -17.34% May 18, 2011 - Jan 18, 2012 | -20.09% Apr 29, 2011 - Feb 8, 2012 |
| #5 | -17.11% Sep 16, 2024 - Nov 21, 2025 | -19.34% Feb 19, 2025 - Jun 27, 2025 |
| #6 | -17.08% Jul 20, 2015 - Mar 1, 2017 | -15.90% Apr 23, 2010 - Nov 4, 2010 |
| #7 | -16.06% Apr 8, 2022 - Jan 4, 2024 | -15.06% Jun 23, 2015 - Jun 7, 2016 |
| #8 | -15.44% Nov 30, 2018 - Oct 29, 2019 | -10.01% Apr 2, 2012 - Aug 16, 2012 |
| #9 | -12.79% Jan 26, 2018 - Aug 17, 2018 | -9.85% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -10.56% Dec 30, 2021 - Apr 7, 2022 | -9.26% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -10.47% Feb 27, 2026 - Apr 29, 2026 | -8.91% Jan 27, 2026 - Apr 14, 2026 |
| #12 | -9.85% Mar 22, 2006 - Aug 29, 2006 | -8.53% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -8.71% Oct 1, 2018 - Nov 30, 2018 | -7.90% Jan 19, 2010 - Mar 9, 2010 |
| #14 | -8.21% May 7, 2007 - Nov 30, 2007 | -7.58% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.08% Sep 3, 2021 - Dec 15, 2021 | -7.53% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between XLV and SCHB is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
XLV vs SCHB dividend yield comparison.
| Year | XLV | SCHB |
|---|---|---|
| 2026 | 0.41% | 0.24% |
| 2025 | 1.60% | 1.11% |
| 2024 | 1.67% | 1.24% |
| 2023 | 1.59% | 1.40% |
| 2022 | 1.47% | 1.61% |
| 2021 | 1.33% | 1.21% |
| 2020 | 1.49% | 1.63% |
| 2019 | 2.17% | 1.80% |
| 2018 | 1.57% | 2.00% |
| 2017 | 1.47% | 1.65% |
| 2016 | 1.60% | 1.86% |
| 2015 | 1.43% | 2.00% |
| 2014 | 1.35% | 1.72% |
| 2013 | 1.52% | 1.63% |
| 2012 | 2.01% | 2.13% |
| 2011 | 1.96% | 1.88% |
| 2010 | 1.83% | 1.46% |
| 2009 | 1.85% | 0.23% |
| 2008 | 2.19% | 0.00% |
| 2007 | 1.62% | 0.00% |
| 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% |
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