FTXH vs. XLV
Compare and contrast key facts about First Trust Nasdaq Pharmaceuticals ETF (FTXH) and Health Care Select Sector SPDR Fund (XLV).
FTXH and XLV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTXH is a passively managed fund by First Trust that tracks the performance of the Nasdaq U.S. Smart Pharmaceuticals Index. It was launched on Sep 20, 2016. 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. Both FTXH 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTXH or XLV.
Key characteristics
| FTXH | XLV | |
|---|---|---|
| YTD Return | -2.22% | 2.64% |
| 1Y Return | -2.40% | 5.56% |
| 3Y Return (Ann) | 1.00% | 5.75% |
| 5Y Return (Ann) | 5.93% | 11.78% |
| Sharpe Ratio | -0.13 | 0.59 |
| Daily Std Dev | 12.54% | 10.67% |
| Max Drawdown | -32.11% | -39.18% |
| Current Drawdown | -8.17% | -5.58% |
Correlation
The correlation between FTXH and XLV is 0.67, 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
FTXH vs. XLV - Performance Comparison
In the year-to-date period, FTXH achieves a -2.22% return, which is significantly lower than XLV's 2.64% 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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FTXH vs. XLV - Expense Ratio Comparison
FTXH has a 0.60% expense ratio, which is higher than XLV's 0.12% expense ratio.
Risk-Adjusted Performance
FTXH vs. XLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Nasdaq Pharmaceuticals ETF (FTXH) 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
FTXH vs. XLV - Dividend Comparison
FTXH's dividend yield for the trailing twelve months is around 1.47%, less than XLV's 1.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTXH First Trust Nasdaq Pharmaceuticals ETF | 1.47% | 1.55% | 1.11% | 1.03% | 0.82% | 0.67% | 0.91% | 2.18% | 0.16% | 0.00% | 0.00% | 0.00% |
XLV Health Care Select Sector SPDR Fund | 1.58% | 1.59% | 1.47% | 1.33% | 1.49% | 2.16% | 1.56% | 1.46% | 1.59% | 1.43% | 1.34% | 1.51% |
Drawdowns
FTXH vs. XLV - Drawdown Comparison
The maximum FTXH drawdown since its inception was -32.11%, smaller than the maximum XLV drawdown of -39.18%. Use the drawdown chart below to compare losses from any high point for FTXH and XLV. For additional features, visit the drawdowns tool.
Volatility
FTXH vs. XLV - Volatility Comparison
First Trust Nasdaq Pharmaceuticals ETF (FTXH) and Health Care Select Sector SPDR Fund (XLV) have volatilities of 3.39% and 3.48%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.