NFG vs. XLV
Compare and contrast key facts about National Fuel Gas Company (NFG) 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
NFG vs. XLV - Performance Comparison
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NFG vs. XLV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NFG National Fuel Gas Company | 16.66% | 35.31% | 25.38% | -17.71% | 1.87% | 60.66% | -7.58% | -5.94% | -3.74% | -0.20% |
XLV State Street Health Care Select Sector SPDR ETF | -4.18% | 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, NFG achieves a 16.66% return, which is significantly higher than XLV's -4.18% return. Both investments have delivered pretty close results over the past 10 years, with NFG having a 9.88% annualized return and XLV not far behind at 9.80%.
NFG
- 1D
- -1.16%
- 1M
- 0.79%
- YTD
- 16.66%
- 6M
- 1.68%
- 1Y
- 19.25%
- 3Y*
- 20.98%
- 5Y*
- 16.78%
- 10Y*
- 9.88%
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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Return for Risk
NFG vs. XLV — Risk / Return Rank
NFG
XLV
NFG vs. XLV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for National Fuel Gas Company (NFG) 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.
| NFG | XLV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.28 | +0.64 |
Sortino ratioReturn per unit of downside risk | 1.37 | 0.51 | +0.87 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.06 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 0.28 | +0.96 |
Martin ratioReturn relative to average drawdown | 2.69 | 0.58 | +2.10 |
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
| NFG | XLV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.28 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.45 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.59 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.46 | -0.05 |
Correlation
The correlation between NFG and XLV is 0.36, 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
NFG vs. XLV - Dividend Comparison
NFG's dividend yield for the trailing twelve months is around 2.30%, more than XLV's 1.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NFG National Fuel Gas Company | 2.30% | 2.65% | 3.36% | 3.91% | 2.97% | 2.83% | 4.30% | 3.72% | 3.30% | 3.00% | 2.84% | 3.67% |
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
NFG vs. XLV - Drawdown Comparison
The maximum NFG drawdown since its inception was -55.49%, which is greater than XLV's maximum drawdown of -39.17%. Use the drawdown chart below to compare losses from any high point for NFG and XLV.
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Drawdown Indicators
| NFG | XLV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.49% | -39.17% | -16.32% |
Max Drawdown (1Y)Largest decline over 1 year | -16.30% | -10.76% | -5.54% |
Max Drawdown (5Y)Largest decline over 5 years | -35.74% | -17.11% | -18.63% |
Max Drawdown (10Y)Largest decline over 10 years | -44.28% | -28.40% | -15.88% |
Current DrawdownCurrent decline from peak | -3.02% | -7.41% | +4.39% |
Average DrawdownAverage peak-to-trough decline | -14.31% | -7.12% | -7.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.51% | 5.11% | +2.40% |
Volatility
NFG vs. XLV - Volatility Comparison
National Fuel Gas Company (NFG) has a higher volatility of 6.02% compared to State Street Health Care Select Sector SPDR ETF (XLV) at 4.79%. This indicates that NFG'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
| NFG | XLV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.02% | 4.79% | +1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 14.02% | 10.29% | +3.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.99% | 17.73% | +3.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.04% | 14.56% | +7.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.01% | 16.53% | +7.48% |