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VIS vs. XLII
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VIS vs. XLII

Last updated Jun 24, 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 0.96 correlation, they move nearly in lockstep. VIS charges 0.09%/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.

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Returns By Period

In the year-to-date period, VIS achieves a 17.02% return, which is significantly higher than XLII's 9.77% return.

VIS

1D
-2.14%
1M
3.63%
YTD
17.02%
6M
15.14%
1Y
28.65%
3Y*
22.20%
5Y*
13.58%
10Y*
14.60%

XLII

1D
-1.37%
1M
4.07%
YTD
9.77%
6M
9.38%
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		17.02%2.80%
XLII
State Street Industrial Select Sector SPDR Premium Income ETF		9.77%6.30%

Correlation

The correlation between VIS and XLII is 0.96 - 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 30, 2025

0.96

VIS vs. XLII - Sectors Allocation Comparison

Sectors
VIS
XLII

Industrials

90.2%
93.8%

Technology

4.2%
5.9%

Utilities

3.8%

-

Consumer Cyclical

1.1%
0.3%

Financial Services

0.2%
100.8%

Energy

0.2%

-

Basic Materials

0.1%

-

Communication Services

0.0%

-

Real Estate

0.0%

-

Healthcare

0.0%

-

Consumer Defensive

-

-

Industrials

VIS
90.2%
XLII
93.8%

Technology

VIS
4.2%
XLII
5.9%

Utilities

VIS
3.8%
XLII

-

Consumer Cyclical

VIS
1.1%
XLII
0.3%

Financial Services

VIS
0.2%
XLII
100.8%

Energy

VIS
0.2%
XLII

-

Basic Materials

VIS
0.1%
XLII

-

Communication Services

VIS
0.0%
XLII

-

Real Estate

VIS
0.0%
XLII

-

Healthcare

VIS
0.0%
XLII

-

Consumer Defensive

VIS

-

XLII

-

Compare stocks, funds, or ETFs

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Vanguard Industrials ETF

State Street Industrial Select Sector SPDR Premium Income ETF

Often compared with VIS:
VIS vs. XLIVIS vs. VOOVIS vs. FIDUVIS vs. VGTVIS vs. VINAXVIS vs. IYJVIS vs. PRN
Often compared with XLII:
XLII vs. IPAVXLII vs. CWIIXLII vs. PPAXLII vs. RIFRXLII vs. IVEPXLII vs. JETSXLII vs. MADE

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: 5050
Overall Rank
VIS Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
VIS Sortino Ratio Rank: 5050
Sortino Ratio Rank
VIS Omega Ratio Rank: 4646
Omega Ratio Rank
VIS Calmar Ratio Rank: 4949
Calmar Ratio Rank
VIS Martin Ratio Rank: 5757
Martin Ratio Rank
XLII

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

VISXLIIDifference
Sharpe ratioReturn per unit of total volatility
1.66

—

—

Sortino ratioReturn per unit of downside risk
2.36

—

—

Omega ratioGain probability vs. loss probability

1.28

—

—

Calmar ratioReturn relative to maximum drawdown

2.34

—

—

Martin ratioReturn relative to average drawdown

9.68

—

—

VIS vs. XLII - Sharpe Ratio Comparison

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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.

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Drawdown Indicators

VISXLIIDifference

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

-2.14%

-1.37%

-0.77%

Average Drawdown

Average peak-to-trough decline

-8.36%

-1.30%

-7.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.97%

—

—

Volatility

VIS vs. XLII - Volatility Comparison

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Volatility by Period

VISXLIIDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.60%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

14.33%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

17.37%

12.19%

+5.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.49%

12.19%

+6.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.46%

12.19%

+8.27%

VIS vs. XLII - Expense Ratio Comparison

VIS has a 0.09% 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 0.87%, less than XLII's 10.97% yield.

PositionTTM20252024202320222021202020192018201720162015
VIS
Vanguard Industrials ETF		0.87%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		10.97%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

With a correlation of 0.96, 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.

On fees, VIS is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VIS is cheaper with a 0.09% expense ratio, compared with 0.35% for XLII.

XLII has the higher dividend yield at 10.97%, compared with 0.87% for VIS.

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: 0.09% for VIS and 0.35% for XLII.

Portfolio Optimizer

Find the right allocation for VIS and XLII

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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