XLV vs. LLY
Compare and contrast key facts about Health Care Select Sector SPDR Fund (XLV) and Eli Lilly and Company (LLY).
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: XLV or LLY.
Correlation
The correlation between XLV and LLY 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
XLV vs. LLY - Performance Comparison
Key characteristics
XLV:
-0.05
LLY:
0.54
XLV:
0.03
LLY:
1.01
XLV:
1.00
LLY:
1.13
XLV:
-0.05
LLY:
0.79
XLV:
-0.12
LLY:
1.61
XLV:
6.00%
LLY:
12.05%
XLV:
14.30%
LLY:
36.25%
XLV:
-39.17%
LLY:
-68.27%
XLV:
-11.14%
LLY:
-7.55%
Returns By Period
In the year-to-date period, XLV achieves a 0.74% return, which is significantly lower than LLY's 14.78% return. Over the past 10 years, XLV has underperformed LLY with an annualized return of 8.56%, while LLY has yielded a comparatively higher 31.05% annualized return.
XLV
0.74%
-4.48%
-6.31%
0.23%
8.49%
8.56%
LLY
14.78%
7.54%
-0.58%
21.37%
43.19%
31.05%
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Risk-Adjusted Performance
XLV vs. LLY — Risk-Adjusted Performance Rank
XLV
LLY
XLV vs. LLY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Health Care Select Sector SPDR Fund (XLV) and Eli Lilly and Company (LLY). 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. LLY - Dividend Comparison
XLV's dividend yield for the trailing twelve months is around 1.69%, more than LLY's 0.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLV Health Care Select Sector SPDR Fund | 1.69% | 1.67% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.58% | 1.47% | 1.60% | 1.43% | 1.35% |
LLY Eli Lilly and Company | 0.61% | 0.67% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.95% | 2.46% | 2.77% | 2.37% | 2.84% |
Drawdowns
XLV vs. LLY - Drawdown Comparison
The maximum XLV drawdown since its inception was -39.17%, smaller than the maximum LLY drawdown of -68.27%. Use the drawdown chart below to compare losses from any high point for XLV and LLY. For additional features, visit the drawdowns tool.
Volatility
XLV vs. LLY - Volatility Comparison
The current volatility for Health Care Select Sector SPDR Fund (XLV) is 9.15%, while Eli Lilly and Company (LLY) has a volatility of 18.64%. This indicates that XLV experiences smaller price fluctuations and is considered to be less risky than LLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.