SPYV vs XLF
State Street SPDR Portfolio S&P 500 Value ETF vs State Street Financial Select Sector SPDR ETF
Last updated: 2026-04-10
State Street SPDR Portfolio S&P 500 Value ETF (SPYV) is an exchange-traded fund issued by SPDR that provides exposure to large-cap U.S. value stocks trading at below-market valuations. It charges a very low expense ratio of 0.04%. The fund offers a moderate dividend yield of 1.78%. Launched in 2000, the fund has a 26-year track record.
State Street Financial Select Sector SPDR ETF (XLF) is an exchange-traded fund issued by SPDR that provides exposure to us sector - financials securities. It charges a low expense ratio of 0.08%. The fund offers a moderate dividend yield of 1.56%. Launched in 1998, the fund has a 28-year track record.
Quick Verdict
SPYV has a slightly lower expense ratio (0.04% vs 0.08%), saving about $80 per $10,000 over 10 years. Over the past year, SPYV has significantly outperformed with a 22.8% return vs 10.4%.
Key Metrics
Performance Chart
Indexed to 100 at start (5-year comparison)
Performance Comparison
Fee Impact Over Time
Estimated fee cost difference assuming 8% annual returns
Risk Metrics
Based on 5 years of daily returns
Dividend Comparison
Top Holdings
1 of top 10 holdings overlap (10% overlap in top holdings)
SPYV Top Holdings
| Name | Weight |
|---|---|
| Apple Inc.AAPL | 6.89% |
| Amazon.com, Inc.AMZN | 3.68% |
| Exxon Mobil CorporationXOM | 2.37% |
| Walmart Inc.WMT | 2.02% |
| Costco Wholesale CorporationCOST | 1.66% |
| Tesla, Inc.TSLA | 1.33% |
| Chevron CorporationCVX | 1.31% |
| Bank of America CorporationBAC | 1.25% |
| The Procter & Gamble CompanyPG | 1.22% |
| The Home Depot, Inc.HD | 1.21% |
XLF Top Holdings
| Name | Weight |
|---|---|
| Berkshire Hathaway Inc.BRK.B | 12.15% |
| JPMorgan Chase & Co.JPM | 11.42% |
| Visa Inc.V | 7.08% |
| Mastercard IncorporatedMA | 5.60% |
| Bank of America CorporationBAC | 4.77% |
| The Goldman Sachs Group, Inc.GS | 3.70% |
| Wells Fargo & CompanyWFC | 3.63% |
| Citigroup Inc.C | 2.98% |
| Morgan StanleyMS | 2.93% |
| American Express CompanyAXP | 2.32% |
Which One Should You Choose?
Choose SPYV if...
you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.
Choose SPYV if...
recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.