OGN vs. XLV
Compare and contrast key facts about Organon & Co. (OGN) and Health Care Select Sector SPDR Fund (XLV).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OGN or XLV.
Key characteristics
| OGN | XLV | |
|---|---|---|
| YTD Return | 48.18% | 15.37% |
| 1Y Return | 10.68% | 19.10% |
| 3Y Return (Ann) | -10.76% | 7.35% |
| Sharpe Ratio | 0.32 | 1.80 |
| Daily Std Dev | 42.82% | 10.82% |
| Max Drawdown | -69.56% | -39.18% |
| Current Drawdown | -40.61% | -0.66% |
Correlation
The correlation between OGN and XLV is 0.47, 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
OGN vs. XLV - Performance Comparison
In the year-to-date period, OGN achieves a 48.18% return, which is significantly higher than XLV's 15.37% 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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Risk-Adjusted Performance
OGN vs. XLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Organon & Co. (OGN) 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
OGN vs. XLV - Dividend Comparison
OGN's dividend yield for the trailing twelve months is around 5.47%, more than XLV's 1.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OGN Organon & Co. | 5.47% | 7.77% | 4.01% | 1.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLV Health Care Select Sector SPDR Fund | 1.43% | 1.59% | 1.47% | 1.33% | 1.49% | 2.16% | 1.56% | 1.46% | 1.59% | 1.43% | 1.34% | 1.51% |
Drawdowns
OGN vs. XLV - Drawdown Comparison
The maximum OGN drawdown since its inception was -69.56%, which is greater than XLV's maximum drawdown of -39.18%. Use the drawdown chart below to compare losses from any high point for OGN and XLV. For additional features, visit the drawdowns tool.
Volatility
OGN vs. XLV - Volatility Comparison
Organon & Co. (OGN) has a higher volatility of 11.11% compared to Health Care Select Sector SPDR Fund (XLV) at 2.14%. This indicates that OGN'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.