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Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

XLF vs XLV: how they differ

XLF and XLV hold 0% of their weight in the same names, and XLV returned more over the year.

State Street(R) Financial Select Sector SPDR(R) ETF and State Street(R) Health Care Select Sector SPDR(R) ETF.

What they hold in common

By the books each fund has filed, XLF and XLV hold 0% of their money in the same securities at the same weight.

Positions XLF and XLV both hold, largest shared weight first
HoldingXLFXLV
SSI US GOV MONEY MARKET CLASS0.15%0.19%
Largest positions each one holds and the other does not
Only in XLFOnly in XLV
JPMORGAN CHASE + CO 11.81%ELI LILLY + CO 14.87%
BERKSHIRE HATHAWAY INC CL B 11.59%JOHNSON + JOHNSON 10.73%
VISA INC CLASS A SHARES 7.60%ABBVIE INC 7.54%
MASTERCARD INC A 5.69%MERCK + CO. INC. 5.98%
BANK OF AMERICA CORP 5.09%UNITEDHEALTH GROUP INC 5.90%
GOLDMAN SACHS GROUP INC 3.75%THERMO FISHER SCIENTIFIC INC 3.75%
WELLS FARGO + CO 3.41%AMGEN INC 3.46%
MORGAN STANLEY 3.18%ABBOTT LABORATORIES 3.01%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 10, 2026.

XLF and XLV on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
XLF
State Street(R) Financial Select Sector SPDR(R) ETF
XLV
State Street(R) Health Care Select Sector SPDR(R) ETF
Where it sitsCore index fundCore index fund
IssuerState StreetState Street
What it isFinancialsHealth care
Total return, 1 year+7.6%+20.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−9.9 pts+2.9 pts
Expense ratio0.08%0.08%
Already in the S&P 500100.0%100.0%
Holdings7963

XLF in plain words

XLF is an index equity fund tracking the Financials. Over the year to Sep 11, 2026 it returned +7.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year. By its holdings filed for Sep 10, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 79 positions, with the top ten at 57.3%.

XLV in plain words

XLV is an index equity fund tracking the Health care. Over the year to Sep 11, 2026 it returned +20.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. By its holdings filed for Sep 10, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 63 positions, with the top ten at 60.9%. It sat 5.9% below its high of Aug 19, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, XLF or XLV?
In the year to Sep 13, 2026, with distributions reinvested, XLF returned +7.6% and XLV returned +20.4%, so XLV returned more. One year is one year; the longer windows are in the table.
Which is cheaper, XLF or XLV?
XLF charges 0.08% a year and XLV charges 0.08%, so XLF is cheaper. Fees come from each fund's prospectus.
How much do XLF and XLV overlap with the S&P 500?
By their latest filed holdings, 100% of XLF and 100% of XLV by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

XLF against XLV, ETFIQ, data as of Sep 13, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, XLF against XLV, data as of Sep 13, 2026. https://etfiq.com/compare/any/xlf-vs-xlv Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources