XLV vs VBK
Comparison between THE HEALTH CARE SELECT SECTOR SPDR FUND (XLV, ETF) and VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES (VBK, ETF).
5-Year PerformanceVBK has outperformed XLV, delivering a return of +5.0% compared to +4.6%
XLV vs VBK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLV
$39B
Winner
VBK
$39B
Expense Ratio
XLV
0.08%
Winner
VBK
0.05%
Max Drawdown
Winner
XLV
40.58%
VBK
59.36%
Sharpe Ratio
XLV
0.34
Winner
VBK
1.50
5Y Beta
Winner
XLV
0.48
VBK
1.18
P/E Ratio
Winner
XLV
27.12
VBK
60.66
Forward P/E
Winner
XLV
17.27
VBK
21.76
5Y Dividends CAGR
XLV
8.03%
Winner
VBK
12.10%
5Y EPS CAGR
XLV
13.45%
Winner
VBK
18.83%
Debt to Equity
Winner
XLV
-113.38%
VBK
28.21%
P/S Ratio
Winner
XLV
1.37
VBK
2.85
P/B Ratio
Winner
XLV
4.35
VBK
4.60
XLV vs VBK - Holdings Comparison
XLV and VBK have 3 common holdings. Overlap is 0.34%
XLV's top 25 holdings weight is 85.83%. VBK's top 25 holdings weight is 18.04%.
| Rank | XLV | VBK |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 13.36% | SLCMT1142 (n/a) - 1.68% |
| #2 | JOHNSON & JOHNSON (JNJ) - 10.59% | TECHNIPFMC PLC (FTI) - 0.91% |
| #3 | ABBVIE INC (ABBV) - 6.74% | CIENA CORP (CIEN) - 0.90% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 6.41% | CASEY'S GENERAL STORES INC (CASY) - 0.88% |
| #5 | MERCK & CO INC (MRK) - 5.27% | NATERA INC (NTRA) - 0.87% |
| #6 | AMGEN INC (AMGN) - 3.53% | LUMENTUM HOLDINGS INC (LITE) - 0.82% |
| #7 | THERMO FISHER SCIENTIFIC INC (TMO) - 3.41% | FTAI AVIATION LTD (FTAI) - 0.82% |
| #8 | INTUITIVE SURGICAL INC (ISRG) - 3.20% | CURTISS-WRIGHT CORP (CW) - 0.82% |
| #9 | ABBOTT LABORATORIES (ABT) - 3.15% | COMFORT SYSTEMS USA INC (FIX) - 0.79% |
| #10 | GILEAD SCIENCES INC (GILD) - 3.09% | COHERENT CORP (COHR) - 0.73% |
| #11 | PFIZER INC (PFE) - 2.90% | ROYAL GOLD INC (RGLD) - 0.71% |
| #12 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.29% | n/a (ASTS) - 0.71% |
| #13 | DANAHER CORP (DHR) - 2.17% | WOODWARD INC (WWD) - 0.70% |
| #14 | STRYKER CORP (SYK) - 2.13% | n/a (FWONK) - 0.68% |
| #15 | VERTEX PHARMACEUTICALS INC (VRTX) - 2.11% | MASTEC INC (MTZ) - 0.67% |
| #16 | MEDTRONIC PLC (MDT) - 2.02% | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.66% |
| #17 | CVS HEALTH CORP (CVS) - 1.99% | ATI INC (ATI) - 0.65% |
| #18 | MCKESSON CORP (MCK) - 1.97% | EQT CORP (EQT) - 0.65% |
| #19 | BOSTON SCIENTIFIC CORP (BSX) - 1.67% | NVENT ELECTRIC PLC (NVT) - 0.63% |
| #20 | ELEVANCE HEALTH INC (ELV) - 1.54% | TWILIO INC CLASS A (TWLO) - 0.62% |
| #21 | THE CIGNA GROUP (CI) - 1.45% | HOULIHAN LOKEY INC CLASS A (HLI) - 0.52% |
| #22 | REGENERON PHARMACEUTICALS INC (REGN) - 1.42% | SOMNIGROUP INTERNATIONAL INC (SGI) - 0.41% |
| #23 | HCA HEALTHCARE INC (HCA) - 1.30% | FIVE BELOW INC (FIVE) - 0.41% |
| #24 | CENCORA INC (COR) - 1.17% | PENUMBRA INC (PEN) - 0.40% |
| #25 | ZOETIS INC CLASS A (ZTS) - 0.95% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.40% |
| Total Holdings | 62 | 512 |
XLV vs VBK - Historical Returns
Returns include dividend reinvestment.
1M
XLV
-4.13%
Winner
VBK
+8.31%
3M
XLV
-7.83%
Winner
VBK
+7.39%
6M
XLV
-0.99%
Winner
VBK
+15.27%
1Y
XLV
+8.87%
Winner
VBK
+34.17%
5Y(CAGR)
XLV
+4.62%
Winner
VBK
+5.00%
10Y(CAGR)
XLV
+9.26%
Winner
VBK
+11.87%
Max(CAGR)
XLV
+7.95%
Winner
VBK
+9.85%
XLV vs VBK - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLV | VBK |
|---|---|---|
| 2026 | -7.35% | +12.04% |
| 2025 | +14.46% | +8.29% |
| 2024 | +0.70% | +17.96% |
| 2023 | +2.36% | +22.53% |
| 2022 | -1.07% | -28.70% |
| 2021 | +26.58% | +7.63% |
| 2020 | +13.04% | +34.73% |
| 2019 | +22.30% | +33.46% |
| 2018 | +5.10% | -6.53% |
| 2017 | +20.20% | +21.21% |
| 2016 | -0.98% | +12.95% |
| 2015 | +6.45% | -2.40% |
| 2014 | +25.84% | +5.05% |
| 2013 | +38.67% | +34.65% |
| 2012 | +15.87% | +16.32% |
| 2011 | +11.38% | -3.15% |
| 2010 | +1.54% | +28.14% |
| 2009 | +17.13% | +38.51% |
| 2008 | -22.50% | -39.30% |
| 2007 | +7.12% | +10.06% |
| 2006 | +5.76% | +10.29% |
| 2005 | +7.66% | +10.57% |
| 2004 | +1.05% | +10.26% |
| 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 VBK Drawdown Comparison
The maximum drawdown for XLV was -39.17%, occurring on Mar 9, 2009. Recovery took 850 trading sessions.
The maximum drawdown for VBK was -58.69%, occurring on Mar 9, 2009. Recovery took 796 trading sessions.
The current XLV drawdown is -10.06%. The current VBK drawdown is -1.06%.
| Rank | XLV | VBK |
|---|---|---|
| #1 | -39.17% Dec 10, 2007 - Apr 26, 2011 | -58.69% Oct 10, 2007 - Dec 7, 2010 |
| #2 | -33.13% Jan 10, 2000 - Jun 16, 2005 | -38.71% Feb 20, 2020 - Jul 29, 2020 |
| #3 | -28.39% Jan 22, 2020 - Jul 15, 2020 | -38.39% Nov 8, 2021 - Nov 25, 2024 |
| #4 | -17.34% May 18, 2011 - Jan 18, 2012 | -28.93% Jul 7, 2011 - Sep 7, 2012 |
| #5 | -17.11% Sep 16, 2024 - Nov 21, 2025 | -27.54% Dec 4, 2024 - Sep 18, 2025 |
| #6 | -17.08% Jul 20, 2015 - Mar 1, 2017 | -26.61% Jun 23, 2015 - Dec 8, 2016 |
| #7 | -16.06% Apr 8, 2022 - Jan 4, 2024 | -25.96% Sep 4, 2018 - Jul 3, 2019 |
| #8 | -15.44% Nov 30, 2018 - Oct 29, 2019 | -18.24% Apr 5, 2004 - Nov 12, 2004 |
| #9 | -12.79% Jan 26, 2018 - Aug 17, 2018 | -16.98% May 8, 2006 - Feb 1, 2007 |
| #10 | -10.56% Dec 30, 2021 - Apr 7, 2022 | -13.64% Feb 12, 2021 - Nov 1, 2021 |
| #11 | -10.47% Feb 27, 2026 - Apr 29, 2026 | -13.23% Mar 4, 2014 - Feb 5, 2015 |
| #12 | -9.85% Mar 22, 2006 - Aug 29, 2006 | -11.44% Jan 22, 2026 - Apr 15, 2026 |
| #13 | -8.71% Oct 1, 2018 - Nov 30, 2018 | -10.96% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -8.21% May 7, 2007 - Nov 30, 2007 | -10.15% Apr 29, 2011 - Jul 7, 2011 |
| #15 | -8.08% Sep 3, 2021 - Dec 15, 2021 | -9.88% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between XLV and VBK is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
XLV vs VBK dividend yield comparison.
| Year | XLV | VBK |
|---|---|---|
| 2026 | 0.41% | 0.10% |
| 2025 | 1.60% | 0.54% |
| 2024 | 1.67% | 0.54% |
| 2023 | 1.59% | 0.68% |
| 2022 | 1.47% | 0.55% |
| 2021 | 1.33% | 0.36% |
| 2020 | 1.49% | 0.44% |
| 2019 | 2.17% | 0.57% |
| 2018 | 1.57% | 0.79% |
| 2017 | 1.47% | 0.82% |
| 2016 | 1.60% | 1.08% |
| 2015 | 1.43% | 0.98% |
| 2014 | 1.35% | 1.01% |
| 2013 | 1.52% | 0.65% |
| 2012 | 2.01% | 1.04% |
| 2011 | 1.96% | 0.55% |
| 2010 | 1.83% | 0.46% |
| 2009 | 1.85% | 0.40% |
| 2008 | 2.19% | 1.04% |
| 2007 | 1.62% | 0.58% |
| 2006 | 1.35% | 0.41% |
| 2005 | 1.25% | 0.37% |
| 2004 | 1.13% | 0.16% |
| 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% |
Select Stocks to Compare
Popular: XLV vs SPYVBK vs SPY
More Comparisons
Compare with similar stocks