LCG vs. XLV

In the year-to-date period, LCG achieves a 2.52% return, which is significantly higher than XLV's -3.21% return.

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LCG has a 0.59% expense ratio, which is higher than XLV's 0.12% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Focus Equity ETF (LCG) 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.

The current LCG Sharpe Ratio is 0.57, which is higher than the XLV Sharpe Ratio of -0.31. The chart below compares the historical Sharpe Ratios of LCG and XLV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LCG has not paid dividends to shareholders, while XLV's dividend yield for the trailing twelve months is around 1.76%.

The maximum LCG drawdown since its inception was -44.50%, which is greater than XLV's maximum drawdown of -39.17%. Use the drawdown chart below to compare losses from any high point for LCG and XLV.

The current volatility for Sterling Capital Focus Equity ETF (LCG) is 6.60%, while Health Care Select Sector SPDR Fund (XLV) has a volatility of 7.59%. This indicates that LCG experiences smaller price fluctuations and is considered to be less risky than XLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.