EKG vs. XLV
Compare and contrast key facts about First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) and State Street Health Care Select Sector SPDR ETF (XLV).
EKG and XLV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EKG is a passively managed fund by First Trust that tracks the performance of the NASDAQ Lux Health Tech Index. It was launched on Mar 22, 2022. XLV is a passively managed fund by State Street that tracks the performance of the Health Care Select Sector Index. It was launched on Dec 16, 1998. Both EKG and XLV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
EKG vs. XLV - Performance Comparison
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EKG vs. XLV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EKG First Trust Nasdaq Lux Digital Health Solutions ETF | -14.04% | 11.89% | 6.53% | -0.11% | -19.59% |
XLV State Street Health Care Select Sector SPDR ETF | -4.18% | 14.50% | 2.47% | 2.07% | 2.60% |
Returns By Period
In the year-to-date period, EKG achieves a -14.04% return, which is significantly lower than XLV's -4.18% return.
EKG
- 1D
- 0.64%
- 1M
- -8.58%
- YTD
- -14.04%
- 6M
- -6.60%
- 1Y
- 4.53%
- 3Y*
- -1.55%
- 5Y*
- —
- 10Y*
- —
XLV
- 1D
- 0.76%
- 1M
- -6.43%
- YTD
- -4.18%
- 6M
- 3.83%
- 1Y
- 4.90%
- 3Y*
- 6.25%
- 5Y*
- 6.59%
- 10Y*
- 9.80%
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EKG vs. XLV - Expense Ratio Comparison
EKG has a 0.65% expense ratio, which is higher than XLV's 0.08% expense ratio.
Return for Risk
EKG vs. XLV — Risk / Return Rank
EKG
XLV
EKG vs. XLV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) 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.
| EKG | XLV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 0.28 | -0.10 |
Sortino ratioReturn per unit of downside risk | 0.45 | 0.51 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.06 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 0.28 | -0.08 |
Martin ratioReturn relative to average drawdown | 0.67 | 0.58 | +0.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EKG | XLV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.28 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.45 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.18 | 0.46 | -0.64 |
Correlation
The correlation between EKG and XLV is 0.61, 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.
Dividends
EKG vs. XLV - Dividend Comparison
EKG has not paid dividends to shareholders, while XLV's dividend yield for the trailing twelve months is around 1.70%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKG First Trust Nasdaq Lux Digital Health Solutions ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLV State Street Health Care Select Sector SPDR ETF | 1.70% | 1.60% | 1.67% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.57% | 1.47% | 1.60% | 1.43% |
Drawdowns
EKG vs. XLV - Drawdown Comparison
The maximum EKG drawdown since its inception was -43.82%, which is greater than XLV's maximum drawdown of -39.17%. Use the drawdown chart below to compare losses from any high point for EKG and XLV.
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Drawdown Indicators
| EKG | XLV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.82% | -39.17% | -4.65% |
Max Drawdown (1Y)Largest decline over 1 year | -21.99% | -10.76% | -11.23% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.11% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.40% | — |
Current DrawdownCurrent decline from peak | -24.25% | -7.41% | -16.84% |
Average DrawdownAverage peak-to-trough decline | -22.65% | -7.12% | -15.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.54% | 5.11% | +1.43% |
Volatility
EKG vs. XLV - Volatility Comparison
First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) has a higher volatility of 8.01% compared to State Street Health Care Select Sector SPDR ETF (XLV) at 4.79%. This indicates that EKG'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
| EKG | XLV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.01% | 4.79% | +3.22% |
Volatility (6M)Calculated over the trailing 6-month period | 14.42% | 10.29% | +4.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.71% | 17.73% | +6.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.07% | 14.56% | +12.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.07% | 16.53% | +10.54% |