AVGO vs. XLV
AVGO (Broadcom Inc.) is a stock, while XLV (State Street Health Care Select Sector SPDR ETF) is Health & Biotech Equities fund tracking the Health Care Select Sector Index. Over the past 10 years, AVGO returned 41.26%/yr vs 9.94%/yr for XLV. Their 0.37 correlation means their historical movements had little consistent relationship.
Performance
AVGO vs. XLV - Performance Comparison
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Returns By Period
In the year-to-date period, AVGO achieves a 21.30% return, which is significantly higher than XLV's 6.95% return. Over the past 10 years, AVGO has outperformed XLV with an annualized return of 41.26%, while XLV has yielded a comparatively lower 9.94% annualized return.
AVGO
- 1D
- 0.03%
- 1M
- 11.87%
- 6M
- 36.28%
- YTD
- 21.30%
- 1Y
- 43.84%
- 3Y*
- 70.06%
- 5Y*
- 56.76%
- 10Y*
- 41.26%
- ALL TIME*
- 41.30%
XLV
- 1D
- 1.27%
- 1M
- 1.36%
- 6M
- 6.11%
- YTD
- 6.95%
- 1Y
- 26.06%
- 3Y*
- 9.24%
- 5Y*
- 6.01%
- 10Y*
- 9.94%
- ALL TIME*
- 8.67%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
AVGO Broadcom Inc. | $7.82B | $7.96B | $10.53B |
| $1.80B | $1.62B | $1.67B |
AVGO vs. XLV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVGO Broadcom Inc. | 21.30% | 50.63% | 110.49% | 104.18% | -13.27% | 56.48% | 44.88% | 29.05% | 2.18% | 48.19% |
XLV State Street Health Care Select Sector SPDR ETF | 6.95% | 14.50% | 2.47% | 2.07% | -2.08% | 26.04% | 13.30% | 20.45% | 6.28% | 21.77% |
Correlation
The correlation between AVGO and XLV is -0.17, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.17 |
Correlation (3Y) Balances recent behavior with more history. | 0.05 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.22 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.31 |
Correlation (All Time) Calculated using the full available price history since Aug 6, 2009 | 0.37 |
The correlation between AVGO and XLV shifts across timeframes, from -0.17 (1 year) to 0.37 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AVGO vs. XLV — Risk / Return Rank
AVGO
XLV
AVGO vs. XLV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Broadcom Inc. (AVGO) and State Street Health Care Select Sector SPDR ETF (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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVGO | XLV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.75 | ||
| Sortino ratioReturn per unit of downside risk | -1.13 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.29 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.54 | 2.50 | -0.96 |
| Martin ratioReturn relative to average drawdown | 3.05 | 5.98 | -2.93 |
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Drawdowns
AVGO vs. XLV - Drawdown Comparison
The maximum AVGO drawdown since its inception was -48.30%, which is greater than XLV's maximum drawdown of -39.17%. Use the drawdown chart below to compare losses from any high point for AVGO and XLV.
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Drawdown Indicators
| AVGO | XLV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.30% | -39.17% | -9.13% |
Max Drawdown (1Y)Largest decline over 1 year | -28.67% | -10.47% | -18.20% |
Max Drawdown (3Y)Largest decline over 3 years | -41.15% | -17.11% | -24.04% |
Max Drawdown (5Y)Largest decline over 5 years | -41.15% | -17.11% | -24.04% |
Max Drawdown (10Y)Largest decline over 10 years | -48.30% | -28.40% | -19.90% |
Current DrawdownCurrent decline from peak | -13.00% | -1.85% | -11.15% |
Average DrawdownAverage peak-to-trough decline | -8.08% | -7.09% | -0.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.43% | 4.38% | +10.05% |
Volatility
AVGO vs. XLV - Volatility Comparison
Broadcom Inc. (AVGO) has a higher volatility of 13.30% compared to State Street Health Care Select Sector SPDR ETF (XLV) at 5.24%. This indicates that AVGO's price experiences larger fluctuations and is considered to be riskier than XLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVGO | XLV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.30% | 5.24% | +8.06% |
Volatility (6M)Calculated over the trailing 6-month period | 34.76% | 12.06% | +22.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.69% | 15.62% | +32.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.05% | 15.04% | +29.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.77% | 16.67% | +23.10% |
Dividends
AVGO vs. XLV - Dividend Comparison
AVGO's dividend yield for the trailing twelve months is around 0.61%, less than XLV's 1.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO Broadcom Inc. | 0.61% | 0.70% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% |
XLV State Street Health Care Select Sector SPDR ETF | 1.54% | 1.60% | 1.67% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.57% | 1.47% | 1.60% | 1.43% |
Frequently Asked Questions
AVGO and XLV have a correlation of -0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVGO has higher volatility (13.30%) compared to XLV (5.24%). In terms of maximum drawdown, AVGO dropped -48.30% vs XLV's -39.17%.
XLV currently has the higher Sharpe Ratio (1.68 vs 0.92), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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