ETF Versus

VAW vs XLB

Vanguard Materials Index Fund ETF Shares vs State Street Materials Select Sector SPDR ETF

Last updated: 2026-04-02

VAW

Vanguard Materials Index Fund ETF Shares (VAW) is an exchange-traded fund that provides exposure to us sector - materials securities. It charges a low expense ratio of 0.09%. The fund offers a moderate dividend yield of 1.40%. Launched in 2004, the fund has a 22-year track record.

AUM: $2.9B ER: 0.09% Yield: 1.40% Since: Jan 26, 2004
XLB

State Street Materials Select Sector SPDR ETF (XLB) is an exchange-traded fund that provides exposure to us sector - materials securities. It charges a low expense ratio of 0.08%. The fund offers a moderate dividend yield of 1.73%. Launched in 1998, the fund has a 28-year track record.

AUM: $6.2B ER: 0.08% Yield: 1.73% Since: Dec 16, 1998

Quick Verdict

Both funds have nearly identical expense ratios (0.08% vs 0.09%), so fees are not a differentiator here. VAW has edged ahead over the past year (20.6% vs 16.9%).

Key Metrics

Metric VAW XLB
Expense Ratio 0.09% 0.08%
Dividend Yield 1.4% 1.7%
Fund Family N/A N/A
Category US Sector - Materials US Sector - Materials

Performance Chart

Indexed to 100 at start (5-year comparison)

85 96 107 118 129 140 2021-04 2022-06 2023-09 2024-12 2026-04
VAW +29.3%
XLB +25.4%

Performance Comparison

Period VAW XLB Difference
1 Month -6.24% -5.24% -1.00%
3 Months +8.28% +9.41% -1.13%
6 Months +11.13% +12.31% -1.18%
YTD +8.28% +9.41% -1.13%
1 Year +20.61% +16.94% +3.67%
3 Years +27.71% +24.33% +3.38%
5 Years +29.33% +25.41% +3.92%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period VAW Fees XLB Fees You Save
$10.000 10 years $179 $159 $20
$10.000 20 years $771 $686 $85
$10.000 30 years $2.486 $2.212 $273
$50.000 10 years $896 $797 $99
$50.000 30 years $12.428 $11.061 $1.366
$100.000 30 years $24.855 $22.123 $2.732

Risk Metrics

Based on 5 years of daily returns

Metric VAW XLB
Annualized Volatility 19.6% 18.9%
Max Drawdown -25.9% -25.7%
Sharpe Ratio 0.13 0.10

Dividend Comparison

Metric VAW XLB
Annual Dividend (per share) $3.19 $0.87
Dividend Yield 1.40% 1.73%
Distribution Frequency Quarterly Quarterly

Top Holdings

9 of top 10 holdings overlap (90% overlap in top holdings)

VAW Top Holdings

NameWeight
Linde plcLIN14.44%
Newmont CorporationNEM8.63%
Freeport-McMoRan Inc.FCX5.95%
The Sherwin-Williams CompanySHW5.20%
CRH plcCRH4.89%
Ecolab Inc.ECL4.78%
Air Products and Chemicals, Inc.APD3.58%
Corteva, Inc.CTVA3.29%
Vulcan Materials CompanyVMC2.49%
Martin Marietta Materials, Inc.MLM2.48%

XLB Top Holdings

NameWeight
Linde plcLIN14.42%
Newmont CorporationNEM7.36%
Freeport-McMoRan Inc.FCX5.26%
Corteva, Inc.CTVA4.75%
Air Products and Chemicals, Inc.APD4.64%
The Sherwin-Williams CompanySHW4.60%
CRH plcCRH4.51%
Vulcan Materials CompanyVMC4.51%
Martin Marietta Materials, Inc.MLM4.40%
Nucor CorporationNUE4.39%

Which One Should You Choose?

Choose VAW if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

Choose XLB if...

you prioritize dividend income and want higher regular distributions from your portfolio.

Either works if...

you just need broad us sector - materials exposure. Both are solid options — pick whichever your brokerage offers commission-free.