XLV vs. PFE
Compare and contrast key facts about Health Care Select Sector SPDR Fund (XLV) and Pfizer Inc. (PFE).
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 PFE.
Key characteristics
| XLV | PFE | |
|---|---|---|
| YTD Return | 3.00% | -10.45% |
| 1Y Return | 7.45% | -31.06% |
| 3Y Return (Ann) | 6.18% | -9.40% |
| 5Y Return (Ann) | 11.39% | -4.03% |
| 10Y Return (Ann) | 10.99% | 1.96% |
| Sharpe Ratio | 0.76 | -1.30 |
| Daily Std Dev | 10.59% | 23.79% |
| Max Drawdown | -39.18% | -69.72% |
| Current Drawdown | -5.26% | -54.57% |
Correlation
The correlation between XLV and PFE is 0.61, 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. PFE - Performance Comparison
In the year-to-date period, XLV achieves a 3.00% return, which is significantly higher than PFE's -10.45% return. Over the past 10 years, XLV has outperformed PFE with an annualized return of 10.99%, while PFE has yielded a comparatively lower 1.96% annualized return. 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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Risk-Adjusted Performance
XLV vs. PFE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Health Care Select Sector SPDR Fund (XLV) and Pfizer Inc. (PFE). 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. PFE - Dividend Comparison
XLV's dividend yield for the trailing twelve months is around 1.57%, less than PFE's 6.50% yield.
| 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% |
PFE Pfizer Inc. | 6.50% | 5.70% | 3.12% | 2.64% | 3.71% | 3.49% | 2.96% | 3.35% | 3.51% | 3.29% | 3.17% | 2.97% |
Drawdowns
XLV vs. PFE - Drawdown Comparison
The maximum XLV drawdown since its inception was -39.18%, smaller than the maximum PFE drawdown of -69.72%. Use the drawdown chart below to compare losses from any high point for XLV and PFE. For additional features, visit the drawdowns tool.
Volatility
XLV vs. PFE - Volatility Comparison
The current volatility for Health Care Select Sector SPDR Fund (XLV) is 3.45%, while Pfizer Inc. (PFE) has a volatility of 5.96%. This indicates that XLV experiences smaller price fluctuations and is considered to be less risky than PFE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.