VMLUX vs XLV

Quick Verdict

XLV has a lower expense ratio. XLV delivered stronger 1-year returns. VMLUX offers more diversification with 915 holdings.

Lower Fees: XLVHigher Returns: XLVMore Diversified: VMLUX

Side-by-Side Comparison

MetricVMLUXXLVWinner
Expense Ratio0.09%0.08%
AUM$34.1B$42.1B
Dividend Yield2.89%1.60%
Holdings7,11062
YTD Return-0.55%+9.20%
1Y Return-0.27%+28.53%
3Y Return (annualized)+0.81%+9.18%
5Y Return (annualized)-0.56%+6.43%
Volatility (annualized)2.8%14.2%
Max Drawdown-8.5%-40.6%
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryTax PreferredEquity
InceptionFeb 12, 2001Dec 16, 1998

VMLUX vs XLV Performance

Vanguard Limited Term Tax-Exempt Fund admiral class (VMLUX) is a mutual fund 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 VMLUX returned -0.27% while XLV returned +28.53%. Year to date, VMLUX is down 0.55% versus a gain of 9.20% for XLV.

Over three years, VMLUX compounded at +0.81% per year against +9.18% for XLV; over five years the annualized figures are -0.56% and +6.43% respectively. Across the full 5-year window we track, XLV has the edge at +7.48% annualized vs -0.56%. 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 2.8% for VMLUX. 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 -8.5% for VMLUX 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VMLUX charges 0.09% per year while XLV charges 0.08%. On a $10,000 position that is $9 vs $8 annually, a gap of $1 per year that compounds over a long holding period. On income, VMLUX currently yields 2.89% against 1.60% for XLV.

Holdings Overlap

0.0%overlap

VMLUX and XLV share 0 holdings out of 975 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, VMLUX or XLV?

VMLUX has an expense ratio of 0.09% while XLV charges 0.08%. XLV is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, VMLUX or XLV?

Over the past year VMLUX returned -0.27% vs +28.53% for XLV, so XLV leads on 1-year performance. Over the longest common window we track (5 years), VMLUX annualized -0.56% vs +7.48% for XLV. Past performance does not guarantee future results.

Which is riskier, VMLUX or XLV?

XLV has been the more volatile fund at 14.2% annualized versus 2.8% for VMLUX. Worst drawdown: VMLUX -8.5% vs XLV -40.6%.

Should I hold both VMLUX and XLV?

VMLUX and XLV have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VMLUX and XLV?

VMLUX and XLV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 975 unique securities.

Which pays a higher dividend, VMLUX or XLV?

VMLUX yields 2.89% while XLV yields 1.60%, so VMLUX currently pays the higher dividend yield.

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