XLI vs. VOO
Compare and contrast key facts about Industrial Select Sector SPDR Fund (XLI) and Vanguard S&P 500 ETF (VOO).
XLI and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both XLI and VOO 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: XLI or VOO.
Key characteristics
| XLI | VOO | |
|---|---|---|
| YTD Return | 8.04% | 7.94% |
| 1Y Return | 27.34% | 28.21% |
| 3Y Return (Ann) | 7.60% | 8.82% |
| 5Y Return (Ann) | 11.29% | 13.59% |
| 10Y Return (Ann) | 10.94% | 12.69% |
| Sharpe Ratio | 2.03 | 2.33 |
| Daily Std Dev | 12.81% | 11.70% |
| Max Drawdown | -62.26% | -33.99% |
| Current Drawdown | -2.53% | -2.36% |
Correlation
The correlation between XLI and VOO is 0.86, 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
XLI vs. VOO - Performance Comparison
The year-to-date returns for both stocks are quite close, with XLI having a 8.04% return and VOO slightly lower at 7.94%. Over the past 10 years, XLI has underperformed VOO with an annualized return of 10.94%, while VOO has yielded a comparatively higher 12.69% annualized return. 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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XLI vs. VOO - Expense Ratio Comparison
XLI has a 0.13% expense ratio, which is higher than VOO's 0.03% expense ratio. However, 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
XLI vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Industrial Select Sector SPDR Fund (XLI) and Vanguard S&P 500 ETF (VOO). 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
XLI vs. VOO - Dividend Comparison
XLI's dividend yield for the trailing twelve months is around 1.50%, more than VOO's 1.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLI Industrial Select Sector SPDR Fund | 1.50% | 1.63% | 1.63% | 1.25% | 1.55% | 1.94% | 2.15% | 1.77% | 2.07% | 2.15% | 1.85% | 1.68% |
VOO Vanguard S&P 500 ETF | 1.36% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
XLI vs. VOO - Drawdown Comparison
The maximum XLI drawdown since its inception was -62.26%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for XLI and VOO. For additional features, visit the drawdowns tool.
Volatility
XLI vs. VOO - Volatility Comparison
The current volatility for Industrial Select Sector SPDR Fund (XLI) is 3.54%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.09%. This indicates that XLI experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.