Correlation
The correlation between XLF and XLV is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
XLF vs. XLV
Compare and contrast key facts about Financial Select Sector SPDR Fund (XLF) and Health Care Select Sector SPDR Fund (XLV).
XLF and XLV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XLF is a passively managed fund by State Street that tracks the performance of the Financial Select Sector Index. It was launched on Dec 16, 1998. 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 XLF 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: XLF or XLV.
Performance
XLF vs. XLV - Performance Comparison
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Key characteristics
XLF:
1.14
XLV:
-0.54
XLF:
1.48
XLV:
-0.71
XLF:
1.22
XLV:
0.91
XLF:
1.32
XLV:
-0.55
XLF:
5.10
XLV:
-1.33
XLF:
4.02%
XLV:
7.11%
XLF:
20.36%
XLV:
15.93%
XLF:
-82.43%
XLV:
-39.17%
XLF:
-3.75%
XLV:
-16.10%
Returns By Period
In the year-to-date period, XLF achieves a 3.93% return, which is significantly higher than XLV's -4.89% return. Over the past 10 years, XLF has outperformed XLV with an annualized return of 14.18%, while XLV has yielded a comparatively lower 7.54% annualized return.
XLF
3.93%
4.23%
-0.56%
22.16%
15.95%
20.18%
14.18%
XLV
-4.89%
-5.58%
-8.83%
-8.29%
1.38%
7.19%
7.54%
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XLF vs. XLV - Expense Ratio Comparison
XLF has a 0.13% expense ratio, which is higher than XLV's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
XLF vs. XLV — Risk-Adjusted Performance Rank
XLF
XLV
XLF vs. XLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Financial Select Sector SPDR Fund (XLF) 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
XLF vs. XLV - Dividend Comparison
XLF's dividend yield for the trailing twelve months is around 1.42%, less than XLV's 1.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLF Financial Select Sector SPDR Fund | 1.42% | 1.42% | 1.71% | 2.04% | 1.63% | 2.03% | 1.86% | 2.09% | 1.48% | 1.63% | 2.40% | 1.98% |
XLV Health Care Select Sector SPDR Fund | 1.79% | 1.67% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.58% | 1.47% | 1.60% | 1.43% | 1.35% |
Drawdowns
XLF vs. XLV - Drawdown Comparison
The maximum XLF drawdown since its inception was -82.43%, which is greater than XLV's maximum drawdown of -39.17%. Use the drawdown chart below to compare losses from any high point for XLF and XLV.
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Volatility
XLF vs. XLV - Volatility Comparison
The current volatility for Financial Select Sector SPDR Fund (XLF) is 4.17%, while Health Care Select Sector SPDR Fund (XLV) has a volatility of 7.52%. This indicates that XLF 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.
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