BMY vs. XLV
Compare and contrast key facts about Bristol-Myers Squibb Company (BMY) and Health Care Select Sector SPDR Fund (XLV).
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: BMY or XLV.
Correlation
The correlation between BMY and XLV is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BMY vs. XLV - Performance Comparison
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Key characteristics
BMY:
0.30
XLV:
-0.40
BMY:
0.76
XLV:
-0.39
BMY:
1.09
XLV:
0.95
BMY:
0.22
XLV:
-0.37
BMY:
1.34
XLV:
-0.84
BMY:
7.97%
XLV:
6.46%
BMY:
30.47%
XLV:
14.96%
BMY:
-70.62%
XLV:
-39.17%
BMY:
-36.34%
XLV:
-14.59%
Returns By Period
In the year-to-date period, BMY achieves a -16.07% return, which is significantly lower than XLV's -3.18% return. Over the past 10 years, BMY has underperformed XLV with an annualized return of -0.51%, while XLV has yielded a comparatively higher 7.92% annualized return.
BMY
-16.07%
-7.95%
-12.32%
8.44%
-2.31%
-0.51%
XLV
-3.18%
-1.64%
-10.91%
-6.11%
7.28%
7.92%
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Risk-Adjusted Performance
BMY vs. XLV — Risk-Adjusted Performance Rank
BMY
XLV
BMY vs. XLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bristol-Myers Squibb Company (BMY) 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.
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Dividends
BMY vs. XLV - Dividend Comparison
BMY's dividend yield for the trailing twelve months is around 5.25%, more than XLV's 1.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMY Bristol-Myers Squibb Company | 5.25% | 4.24% | 4.44% | 3.00% | 2.36% | 3.69% | 2.55% | 3.08% | 2.55% | 1.95% | 2.17% | 2.46% |
XLV Health Care Select Sector SPDR Fund | 1.76% | 1.67% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.57% | 1.47% | 1.60% | 1.43% | 1.35% |
Drawdowns
BMY vs. XLV - Drawdown Comparison
The maximum BMY drawdown since its inception was -70.62%, which is greater than XLV's maximum drawdown of -39.17%. Use the drawdown chart below to compare losses from any high point for BMY and XLV. For additional features, visit the drawdowns tool.
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Volatility
BMY vs. XLV - Volatility Comparison
Bristol-Myers Squibb Company (BMY) has a higher volatility of 10.06% compared to Health Care Select Sector SPDR Fund (XLV) at 6.78%. This indicates that BMY'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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