VCSH vs XLV

VCSH vs XLV
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VCSH has a lower expense ratio. XLV delivered stronger 1-year returns. VCSH offers more diversification with 3,023 holdings.

Lower Fees: VCSHHigher Returns: XLVMore Diversified: VCSH

Side-by-Side Comparison

MetricVCSHXLVWinner
Expense Ratio0.03%0.08%
AUM$52.0B$43.9B
Dividend Yield4.46%1.56%
Holdings3,02363
YTD Return+1.10%+13.25%
1Y Return+3.32%+29.65%
3Y Return (annualized)+5.75%+11.30%
5Y Return (annualized)+2.38%+6.83%
Volatility (annualized)2.6%14.2%
Max Drawdown-12.9%-40.6%
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryFixed IncomeEquity
InceptionNov 19, 2009Dec 16, 1998

VCSH vs XLV Performance

Vanguard Short Term Corporate Bond ETF (VCSH) is a ETF from Vanguard (US) and State Street Health Care Select Sector SPDR ETF (XLV) is a ETF from SPDR State Street Global Advisors. Over the past year VCSH returned +3.32% while XLV returned +29.65%. Year to date, VCSH is up 1.10% versus a gain of 13.25% for XLV.

Over three years, VCSH compounded at +5.75% per year against +11.30% for XLV; over five years the annualized figures are +2.38% and +6.83% respectively. Across the full 17-year window we track, XLV has the edge at +7.62% annualized vs +1.30%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XLV has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 2.6% for VCSH. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -12.9% for VCSH and -40.6% for XLV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VCSH charges 0.03% per year while XLV charges 0.08%. On a $10,000 position that is $3 vs $8 annually, a gap of $5 per year that compounds over a long holding period. On income, VCSH currently yields 4.46% against 1.56% for XLV.

Holdings Overlap

0.0%overlap

VCSH and XLV share 0 holdings out of 617 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, VCSH or XLV?

VCSH has an expense ratio of 0.03% while XLV charges 0.08%. VCSH is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, VCSH or XLV?

Over the past year VCSH returned +3.32% vs +29.65% for XLV, so XLV leads on 1-year performance. Over the longest common window we track (17 years), VCSH annualized +1.30% vs +7.62% for XLV. Past performance does not guarantee future results.

Which is riskier, VCSH or XLV?

XLV has been the more volatile fund at 14.2% annualized versus 2.6% for VCSH. Worst drawdown: VCSH -12.9% vs XLV -40.6%.

Should I hold both VCSH and XLV?

VCSH and XLV have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VCSH and XLV?

VCSH and XLV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 617 unique securities.

Which pays a higher dividend, VCSH or XLV?

VCSH yields 4.46% while XLV yields 1.56%, so VCSH currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free