ANFIX vs. XLV
Compare and contrast key facts about Angel Oak Financials Income Fund (ANFIX) and Health Care Select Sector SPDR Fund (XLV).
ANFIX is managed by Blackrock. It was launched on Nov 3, 2014. XLV is a passively managed fund by State Street that tracks the performance of the Health Care Select Sector. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANFIX or XLV.
Key characteristics
| ANFIX | XLV | |
|---|---|---|
| YTD Return | 3.66% | 3.38% |
| 1Y Return | 5.06% | 6.99% |
| 3Y Return (Ann) | -0.18% | 6.26% |
| 5Y Return (Ann) | 0.76% | 11.20% |
| Sharpe Ratio | 1.62 | 0.65 |
| Daily Std Dev | 3.13% | 10.53% |
| Max Drawdown | -12.23% | -39.18% |
| Current Drawdown | -3.93% | -4.91% |
Correlation
The correlation between ANFIX and XLV is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ANFIX vs. XLV - Performance Comparison
In the year-to-date period, ANFIX achieves a 3.66% return, which is significantly higher than XLV's 3.38% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ANFIX vs. XLV - Expense Ratio Comparison
ANFIX has a 0.85% expense ratio, which is higher than XLV's 0.12% expense ratio.
Risk-Adjusted Performance
ANFIX vs. XLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Angel Oak Financials Income Fund (ANFIX) and Health Care Select Sector SPDR Fund (XLV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ANFIX vs. XLV - Dividend Comparison
ANFIX's dividend yield for the trailing twelve months is around 5.18%, more than XLV's 1.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANFIX Angel Oak Financials Income Fund | 5.18% | 5.21% | 4.20% | 3.87% | 4.80% | 4.56% | 4.79% | 4.53% | 5.21% | 4.51% | 0.56% | 0.00% |
XLV Health Care Select Sector SPDR Fund | 1.57% | 1.59% | 1.47% | 1.33% | 1.49% | 2.16% | 1.56% | 1.46% | 1.59% | 1.43% | 1.34% | 1.51% |
Drawdowns
ANFIX vs. XLV - Drawdown Comparison
The maximum ANFIX drawdown since its inception was -12.23%, smaller than the maximum XLV drawdown of -39.18%. Use the drawdown chart below to compare losses from any high point for ANFIX and XLV. For additional features, visit the drawdowns tool.
Volatility
ANFIX vs. XLV - Volatility Comparison
The current volatility for Angel Oak Financials Income Fund (ANFIX) is 0.69%, while Health Care Select Sector SPDR Fund (XLV) has a volatility of 3.14%. This indicates that ANFIX experiences smaller price fluctuations and is considered to be less risky than XLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.