RYU vs. XLV
Compare and contrast key facts about Invesco S&P 500® Equal Weight Utilities ETF (RYU) and Health Care Select Sector SPDR Fund (XLV).
RYU and XLV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RYU is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Utilities Plus. It was launched on Nov 1, 2006. 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 RYU 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: RYU or XLV.
Key characteristics
| RYU | XLV |
|---|
Correlation
The correlation between RYU and XLV is 0.46, 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
RYU vs. XLV - Performance Comparison
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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RYU vs. XLV - Expense Ratio Comparison
RYU has a 0.40% expense ratio, which is higher than XLV's 0.12% expense ratio.
Risk-Adjusted Performance
RYU vs. XLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500® Equal Weight Utilities ETF (RYU) 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
RYU vs. XLV - Dividend Comparison
RYU has not paid dividends to shareholders, while XLV's dividend yield for the trailing twelve months is around 1.57%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYU Invesco S&P 500® Equal Weight Utilities ETF | 3.07% | 2.92% | 2.35% | 2.41% | 2.94% | 2.54% | 0.74% | 3.08% | 2.98% | 4.14% | 2.91% | 3.70% |
XLV Health Care Select Sector SPDR Fund | 1.57% | 1.59% | 1.47% | 1.33% | 1.49% | 2.16% | 1.56% | 1.46% | 1.59% | 1.43% | 1.34% | 1.51% |
Drawdowns
RYU vs. XLV - Drawdown Comparison
Volatility
RYU vs. XLV - Volatility Comparison
The current volatility for Invesco S&P 500® Equal Weight Utilities ETF (RYU) is 0.00%, while Health Care Select Sector SPDR Fund (XLV) has a volatility of 3.45%. This indicates that RYU 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.