VIS vs. XLII

Last updated Jun 3, 2026

VIS (Vanguard Industrials ETF) and XLII (State Street Industrial Select Sector SPDR Premium Income ETF) are both exchange-traded funds - VIS is a Industrials Equities fund tracking the MSCI US Investable Market Industrials 25/50 Index, while XLII is a Derivative Income fund actively managed by State Street. VIS is passively managed, while XLII is actively managed. With a 0.95 correlation, they move nearly in lockstep. VIS charges 0.10%/yr vs 0.35%/yr for XLII.

Performance

VIS vs. XLII - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Industrials ETF (VIS) and State Street Industrial Select Sector SPDR Premium Income ETF (XLII). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VIS achieves a 14.99% return, which is significantly higher than XLII's 6.89% return.

VIS

• 1D: 1.16%
• 1M: 1.40%
• YTD: 14.99%
• 6M: 16.70%
• 1Y: 28.58%
• 3Y*: 22.65%
• 5Y*: 12.78%
• 10Y*: 14.09%

XLII

• 1D: 0.86%
• 1M: 1.58%
• YTD: 6.89%
• 6M: 9.52%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

VIS vs. XLII - Yearly Performance Comparison

	2026 (YTD)	2025
VIS Vanguard Industrials ETF	14.99%	3.18%
XLII State Street Industrial Select Sector SPDR Premium Income ETF	6.89%	6.62%

Correlation

The correlation between VIS and XLII is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025	0.95

VIS vs. XLII - Sectors Allocation Comparison

Sectors	VIS	XLII
Industrials	89.4%	-
Technology	4.5%	-
Utilities	4.3%	-
Consumer Cyclical	1.1%	-
Financial Services	0.2%	100.3%
Energy	0.1%	-
Basic Materials	0.1%	-
Communication Services	0.0%	-
Real Estate	0.0%	-
Healthcare	0.0%	-
Consumer Defensive	-	-

Return for Risk

VIS vs. XLII — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VIS

VIS Risk / Return Rank: 50
VIS Sharpe Ratio Rank: 50
VIS Sortino Ratio Rank: 51
VIS Omega Ratio Rank: 47
VIS Calmar Ratio Rank: 46
VIS Martin Ratio Rank: 55

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VIS vs. XLII - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Industrials ETF (VIS) and State Street Industrial Select Sector SPDR Premium Income ETF (XLII). 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.

	VIS	XLII	Difference
Sharpe ratio Return per unit of total volatility	1.75	—	—
Sortino ratio Return per unit of downside risk	2.51	—	—
Omega ratio Gain probability vs. loss probability	1.30	—	—
Calmar ratio Return relative to maximum drawdown	2.31	—	—
Martin ratio Return relative to average drawdown	9.60	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	VIS	XLII	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.75	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.70	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.69	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.52	1.46	-0.94

Drawdowns

VIS vs. XLII - Drawdown Comparison

The maximum VIS drawdown since its inception was -63.51%, which is greater than XLII's maximum drawdown of -10.10%. Use the drawdown chart below to compare losses from any high point for VIS and XLII.

Drawdown Indicators

	VIS	XLII	Difference
Max Drawdown Largest peak-to-trough decline	-63.51%	-10.10%	-53.41%
Max Drawdown (1Y) Largest decline over 1 year	-12.29%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-20.80%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-22.96%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-42.42%	—	—
Current Drawdown Current decline from peak	-0.91%	-0.21%	-0.70%
Average Drawdown Average peak-to-trough decline	-8.38%	-1.35%	-7.03%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.95%	—	—

Volatility

Volatility by Period

	VIS	XLII	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.29%	—	—
Volatility (6M) Calculated over the trailing 6-month period	13.55%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	16.42%	11.57%	+4.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.35%	11.57%	+6.78%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.43%	11.57%	+8.86%

VIS vs. XLII - Expense Ratio Comparison

VIS has a 0.10% expense ratio, which is lower than XLII's 0.35% expense ratio.

Dividends

VIS vs. XLII - Dividend Comparison

VIS's dividend yield for the trailing twelve months is around 0.89%, less than XLII's 11.27% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
VIS Vanguard Industrials ETF	0.89%	1.01%	1.23%	1.36%	1.52%	1.11%	1.38%	1.68%	1.90%	1.60%	1.81%	1.94%
XLII State Street Industrial Select Sector SPDR Premium Income ETF	11.27%	5.47%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both VIS and XLII in my portfolio?

With a correlation of 0.95, VIS and XLII move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, VIS or XLII?

On fees, VIS is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, VIS or XLII?

VIS is cheaper with a 0.10% expense ratio, compared with 0.35% for XLII.

Which ETF pays a higher dividend yield, VIS or XLII?

XLII has the higher dividend yield at 11.27%, compared with 0.89% for VIS.

What is the main difference between VIS and XLII?

VIS is categorized as Industrials Equities, while XLII is Derivative Income. They also come from different issuers: Vanguard and State Street. Their fees differ too: 0.10% for VIS and 0.35% for XLII.