HR vs. XLV
Compare and contrast key facts about Healthcare Realty Trust Incorporated (HR) and State Street Health Care Select Sector SPDR ETF (XLV).
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.
Performance
HR vs. XLV - Performance Comparison
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HR vs. XLV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HR Healthcare Realty Trust Incorporated | 4.00% | 6.88% | 6.40% | -4.08% | -19.28% | 16.06% | -4.68% | 26.64% | -7.61% | 10.00% |
XLV State Street Health Care Select Sector SPDR ETF | -4.77% | 14.50% | 2.47% | 2.07% | -2.08% | 26.04% | 13.30% | 20.45% | 6.28% | 21.77% |
Returns By Period
In the year-to-date period, HR achieves a 4.00% return, which is significantly higher than XLV's -4.77% return. Over the past 10 years, HR has underperformed XLV with an annualized return of 2.79%, while XLV has yielded a comparatively higher 9.60% annualized return.
HR
- 1D
- 1.40%
- 1M
- -7.45%
- YTD
- 4.00%
- 6M
- -0.08%
- 1Y
- 11.04%
- 3Y*
- 3.48%
- 5Y*
- -0.54%
- 10Y*
- 2.79%
XLV
- 1D
- -0.62%
- 1M
- -6.14%
- YTD
- -4.77%
- 6M
- 2.22%
- 1Y
- 4.40%
- 3Y*
- 5.64%
- 5Y*
- 6.45%
- 10Y*
- 9.60%
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Return for Risk
HR vs. XLV — Risk / Return Rank
HR
XLV
HR vs. XLV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Healthcare Realty Trust Incorporated (HR) 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.
| HR | XLV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.20 | +0.24 |
Sortino ratioReturn per unit of downside risk | 0.77 | 0.40 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.05 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 0.39 | +0.26 |
Martin ratioReturn relative to average drawdown | 1.40 | 0.83 | +0.57 |
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
| HR | XLV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.20 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.44 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.10 | 0.58 | -0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.46 | -0.19 |
Correlation
The correlation between HR and XLV is 0.35, 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.
Dividends
HR vs. XLV - Dividend Comparison
HR's dividend yield for the trailing twelve months is around 5.92%, more than XLV's 1.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HR Healthcare Realty Trust Incorporated | 5.92% | 6.49% | 7.32% | 7.20% | 34.01% | 7.89% | 7.26% | 7.34% | 4.22% | 3.74% | 3.96% | 4.24% |
XLV State Street Health Care Select Sector SPDR ETF | 1.71% | 1.60% | 1.67% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.57% | 1.47% | 1.60% | 1.43% |
Drawdowns
HR vs. XLV - Drawdown Comparison
The maximum HR drawdown since its inception was -61.36%, which is greater than XLV's maximum drawdown of -39.17%. Use the drawdown chart below to compare losses from any high point for HR and XLV.
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Drawdown Indicators
| HR | XLV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.36% | -39.17% | -22.19% |
Max Drawdown (1Y)Largest decline over 1 year | -12.29% | -10.21% | -2.08% |
Max Drawdown (5Y)Largest decline over 5 years | -47.08% | -17.11% | -29.97% |
Max Drawdown (10Y)Largest decline over 10 years | -47.08% | -28.40% | -18.68% |
Current DrawdownCurrent decline from peak | -18.55% | -7.98% | -10.57% |
Average DrawdownAverage peak-to-trough decline | -14.53% | -7.12% | -7.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.65% | 5.13% | +1.52% |
Volatility
HR vs. XLV - Volatility Comparison
Healthcare Realty Trust Incorporated (HR) has a higher volatility of 6.33% compared to State Street Health Care Select Sector SPDR ETF (XLV) at 4.77%. This indicates that HR'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
| HR | XLV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.33% | 4.77% | +1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 14.01% | 9.86% | +4.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.43% | 17.64% | +4.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.57% | 14.56% | +14.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.31% | 16.53% | +12.78% |