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XLB Sector — Materials ETF (XLB)

Sector — Materials · Benchmark: Index Benchmark · Domiciled in US

AUM
$201.4B
Expense ratio
16.00%
Inception
2020-02-15
VMCI-Composite
67/100
5y CAGR
11.3%

VMCI-Composite holdings score

ValueMarkers builds the VMCI-Composite by taking the underlying VMCI score for each of the ETF's top-10 holdings and weighting it by the holding's share of the fund. The number summarizes the fundamentals of the largest positions on the five-pillar framework — Value, Quality, Integrity, Growth, Risk.

XLB Sector — Materials ETF — analysis

For the sector — materials sleeve, XLB is the $201.4B-AUM option from the issuer family. The expense ratio runs 16 bps on top of the underlying Index Benchmark return. Live trading record: 2020-present.

For ETF buyers who want a single fundamentals number, XLB VMCI-Composite is 67/100. The score is constructed from the top-10 underlying holdings, weighted by their fund weight, and reflects above-average composite quality in the underlying portfolio.

Five-year CAGR on XLB is 11.3%, against 11.0% on the Index Benchmark. The 0.3-percentage-point spread is the cleanest single measure of tracking-and-after-cost behaviour over the period; the three-year CAGR runs 10.8% and the trailing one-year is 12.4%.

Yield read on XLB: 2.80% TTM. The 5-year distribution growth rate of 7.3% per year extends that snapshot into a longer-horizon income picture for buyers comparing ETFs in this category.

Top-10 of XLB accounts for 30% of fund weight, with AAPL the single largest position (3.57%). Sector lead: Technology at 32%, which is the cohort-comparison anchor for active-vs-passive analysis.

Three ETFs to read alongside XLB: SPY, VOO, VTI. They share the sector — materials mandate but diverge on cost, AUM, and the underlying index family, which is how most allocators end up choosing between them.

Top 25 holdings

#TickerWeightVMCI
1AAPL3.57%68
2MSFT3.48%46
3NVDA3.40%65
4AMZN3.14%72
5GOOGL2.93%58
6META2.93%59
7BRK-B2.72%80
8TSLA2.67%88
9V2.46%60
10JPM2.29%79
11UNH2.12%85
12XOM2.12%72
13JNJ2.08%64
14PG1.83%83
15MA1.66%56
16HD1.66%64
17MRK1.44%48
18AVGO1.40%71
19PEP1.19%57
20COST1.15%49
21KO1.06%48
22WMT0.98%86
23BAC0.72%66
24CVX0.51%59
25ADBE0.51%78

Performance & income

YTD
17.3%
1y total return
12.4%
3y CAGR
10.8%
5y CAGR vs benchmark
11.3% / 11.0%
Dividend yield
2.80%
5y distribution CAGR
7.3%

Comparable ETFs

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