Correlation
The correlation between VHDIX and XLV is 0.70, 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.
VHDIX vs. XLV
Compare and contrast key facts about Voya U.S. High Dividend Low Volatility Fund (VHDIX) and Health Care Select Sector SPDR Fund (XLV).
VHDIX is managed by Voya. It was launched on Dec 6, 2016. 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: VHDIX or XLV.
Performance
VHDIX vs. XLV - Performance Comparison
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Key characteristics
Returns By Period
VHDIX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
XLV
-3.21%
-2.93%
-9.26%
-6.21%
1.73%
6.85%
7.65%
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VHDIX vs. XLV - Expense Ratio Comparison
VHDIX has a 0.35% expense ratio, which is higher than XLV's 0.12% expense ratio.
Risk-Adjusted Performance
VHDIX vs. XLV — Risk-Adjusted Performance Rank
VHDIX
XLV
VHDIX vs. XLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya U.S. High Dividend Low Volatility Fund (VHDIX) 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.
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Dividends
VHDIX vs. XLV - Dividend Comparison
VHDIX has not paid dividends to shareholders, while XLV's dividend yield for the trailing twelve months is around 1.76%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHDIX Voya U.S. High Dividend Low Volatility Fund | 100.47% | 101.26% | 3.78% | 13.47% | 33.18% | 2.38% | 3.23% | 6.52% | 3.86% | 0.19% | 0.00% | 0.00% |
XLV Health Care Select Sector SPDR Fund | 1.76% | 1.67% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.58% | 1.47% | 1.60% | 1.43% | 1.35% |
Drawdowns
VHDIX vs. XLV - Drawdown Comparison
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Volatility
VHDIX vs. XLV - Volatility Comparison
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