VWIUX vs XLF

VWIUX vs XLF

Which is better, VWIUX or XLF?

Municipal Bond against Large Cap Value.

XLF has a lower expense ratio.

Lower Fees: XLF

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricVWIUXXLF
Expense Ratio0.09%0.08%Best
AUM$86.4B$54.2B
Dividend Yield3.15%1.40%
Holdings16,18180
YTD Price Return-3.77%+4.22%
1Y Price Return-2.85%+5.96%
3Y Price Return (annualized)+0.00%+18.19%
5Y Price Return (annualized)-2.17%+8.55%
Volatility (annualized)5.4%Best17.9%
Max Drawdown-15.9%Best-26.9%
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Value
InceptionFeb 12, 2001Dec 16, 1998

Not shown on this pair: $10,000 over 5 years, Top 10 Weight.

A price return is not the return of a fund that pays its income out. The coupon or distribution never appears in the price, so the return rows carry no winner here. VWIUX currently yields 3.15% and XLF 1.40%.

Volatility and max drawdown are measured over the window both funds cover: Sep 13, 2021 to Sep 10, 2026 (5 years).

Compare VWIUX against instead:VWIUX vs SPYVWIUX vs QQQVWIUX vs VOOVWIUX vs VTIXLF against:XLF vs VXUS

VWIUX vs XLF Performance

Vanguard Intermediate Term Tax-Exempt Fund admiral class (VWIUX) is a mutual fund from Vanguard (US) and State Street Financial Select Sector SPDR ETF (XLF) is an ETF from SPDR State Street Global Advisors. Over the past year VWIUX's price moved -2.85% and XLF's +5.96%, before the income each one paid out.

Over three years, VWIUX compounded at +0.00% per year against +18.19% for XLF; over five years the annualized figures are -2.17% and +8.55% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XLF has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 5.4% for VWIUX. 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 -15.9% for VWIUX and -26.9% for XLF. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VWIUX charges 0.09% per year while XLF 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, VWIUX currently yields 3.15% against 1.40% for XLF.

Structure and taxes

VWIUX is a mutual fund and XLF is an ETF. A mutual fund prices once a day at net asset value and may carry a purchase minimum. An ETF trades through the day at whatever the market pays for it.

In a taxable account the difference that usually matters is distributions. An ETF can meet redemptions in kind, so it rarely has to sell holdings and rarely passes a capital gain to the people who held it; a mutual fund that sells holdings to meet redemptions can distribute a realised gain at year end to everyone still in the fund, whether or not they sold anything themselves. In a tax-deferred account that difference largely disappears. Both are descriptions of how the two wrappers work, not a recommendation.

Tax-loss harvesting works on either wrapper.

Holdings Overlap

We hold position weights for 1,763 holdings in VWIUX and 77 in XLF, totalling 20.1% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 193 days apart, VWIUX as of Jan 31, 2026 and XLF as of Aug 12, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 1,763 positions we hold weights for in VWIUX and 77 in XLF, against full books of 16,181 and 80.

You are not choosing between two funds in isolation.

Whichever of VWIUX and XLF you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VWIUXXLF

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VWIUX or XLF?

VWIUX has an expense ratio of 0.09% while XLF charges 0.08%. XLF is the cheaper option, by $1 a year on a $10,000 investment.

Which is riskier, VWIUX or XLF?

XLF has been the more volatile fund at 17.9% annualized versus 5.4% for VWIUX. Worst drawdown: VWIUX -15.9% vs XLF -26.9%.

Should I hold both VWIUX and XLF?

VWIUX and XLF have a monthly-return correlation of 0.49, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, VWIUX or XLF?

VWIUX yields 3.15% while XLF yields 1.40%, so VWIUX currently pays the higher dividend yield.

Is it better to hold VWIUX or XLF in a taxable account?

XLF is an ETF and VWIUX is a mutual fund. An ETF can meet redemptions in kind, so it rarely distributes a capital gain to the people holding it. A mutual fund that sells holdings to meet redemptions can pass a realised gain to every holder at year end. In a tax-deferred account that difference largely disappears. This is information, not a recommendation.

Is XLF better than VWIUX?

XLF has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.