VIS vs. XLI
Compare and contrast key facts about Vanguard Industrials ETF (VIS) and Industrial Select Sector SPDR Fund (XLI).
VIS and XLI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VIS is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Industrials 25/50 Index. It was launched on Sep 23, 2004. XLI is a passively managed fund by State Street that tracks the performance of the Industrial Select Sector Index. It was launched on Dec 16, 1998. Both VIS and XLI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIS or XLI.
Key characteristics
| VIS | XLI | |
|---|---|---|
| YTD Return | 25.77% | 25.76% |
| 1Y Return | 42.09% | 40.43% |
| 3Y Return (Ann) | 11.51% | 11.75% |
| 5Y Return (Ann) | 14.00% | 13.59% |
| 10Y Return (Ann) | 11.84% | 11.77% |
| Sharpe Ratio | 2.89 | 3.04 |
| Sortino Ratio | 4.03 | 4.29 |
| Omega Ratio | 1.51 | 1.54 |
| Calmar Ratio | 5.63 | 5.84 |
| Martin Ratio | 19.36 | 21.50 |
| Ulcer Index | 2.18% | 1.89% |
| Daily Std Dev | 14.58% | 13.35% |
| Max Drawdown | -63.51% | -62.26% |
| Current Drawdown | -1.04% | -0.86% |
Correlation
The correlation between VIS and XLI is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VIS vs. XLI - Performance Comparison
The year-to-date returns for both stocks are quite close, with VIS having a 25.77% return and XLI slightly lower at 25.76%. Both investments have delivered pretty close results over the past 10 years, with VIS having a 11.84% annualized return and XLI not far behind at 11.77%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VIS vs. XLI - Expense Ratio Comparison
VIS has a 0.10% expense ratio, which is lower than XLI's 0.13% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VIS vs. XLI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Industrials ETF (VIS) and Industrial Select Sector SPDR Fund (XLI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
VIS vs. XLI - Dividend Comparison
VIS's dividend yield for the trailing twelve months is around 1.16%, less than XLI's 1.30% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIS Vanguard Industrials ETF | 1.16% | 1.36% | 1.52% | 1.11% | 1.38% | 1.69% | 1.91% | 1.60% | 1.81% | 1.94% | 1.57% | 1.06% |
XLI Industrial Select Sector SPDR Fund | 1.30% | 1.63% | 1.64% | 1.25% | 1.55% | 1.94% | 2.15% | 1.77% | 2.07% | 2.15% | 1.85% | 1.68% |
Drawdowns
VIS vs. XLI - Drawdown Comparison
The maximum VIS drawdown since its inception was -63.51%, roughly equal to the maximum XLI drawdown of -62.26%. Use the drawdown chart below to compare losses from any high point for VIS and XLI. For additional features, visit the drawdowns tool.
Volatility
VIS vs. XLI - Volatility Comparison
Vanguard Industrials ETF (VIS) and Industrial Select Sector SPDR Fund (XLI) have volatilities of 5.37% and 5.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.