XLV vs. BFIT
Compare and contrast key facts about Health Care Select Sector SPDR Fund (XLV) and Global X Health & Wellness ETF (BFIT).
XLV and BFIT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. BFIT is a passively managed fund by Global X that tracks the performance of the Indxx Global Health & Wellness Thematic Index. It was launched on May 9, 2016. Both XLV and BFIT 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: XLV or BFIT.
Key characteristics
| XLV | BFIT |
|---|
Correlation
The correlation between XLV and BFIT is 0.41, 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
XLV vs. BFIT - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
XLV vs. BFIT - Expense Ratio Comparison
XLV has a 0.12% expense ratio, which is lower than BFIT's 0.50% expense ratio.
Risk-Adjusted Performance
XLV vs. BFIT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Health Care Select Sector SPDR Fund (XLV) and Global X Health & Wellness ETF (BFIT). 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
XLV vs. BFIT - Dividend Comparison
XLV's dividend yield for the trailing twelve months is around 1.57%, while BFIT has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BFIT Global X Health & Wellness ETF | 1.65% | 1.56% | 0.93% | 0.65% | 0.52% | 0.57% | 0.49% | 0.87% | 0.52% | 0.00% | 0.00% | 0.00% |
Drawdowns
XLV vs. BFIT - Drawdown Comparison
Volatility
XLV vs. BFIT - Volatility Comparison
Health Care Select Sector SPDR Fund (XLV) has a higher volatility of 3.79% compared to Global X Health & Wellness ETF (BFIT) at 0.00%. This indicates that XLV's price experiences larger fluctuations and is considered to be riskier than BFIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.