XLV vs. PPH
Compare and contrast key facts about Health Care Select Sector SPDR Fund (XLV) and VanEck Vectors Pharmaceutical ETF (PPH).
XLV and PPH 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. PPH is a passively managed fund by VanEck that tracks the performance of the MVIS US Listed Pharmaceutical 25 Index. It was launched on Dec 20, 2011. Both XLV and PPH 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 PPH.
Correlation
The correlation between XLV and PPH is 0.65, 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. PPH - Performance Comparison
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Key characteristics
XLV:
-0.25
PPH:
-0.08
XLV:
-0.15
PPH:
0.06
XLV:
0.98
PPH:
1.01
XLV:
-0.19
PPH:
-0.03
XLV:
-0.42
PPH:
-0.07
XLV:
6.50%
PPH:
7.80%
XLV:
15.17%
PPH:
15.82%
XLV:
-39.17%
PPH:
-46.49%
XLV:
-12.48%
PPH:
-11.73%
Returns By Period
In the year-to-date period, XLV achieves a -0.79% return, which is significantly lower than PPH's 0.81% return. Over the past 10 years, XLV has outperformed PPH with an annualized return of 8.02%, while PPH has yielded a comparatively lower 3.74% annualized return.
XLV
-0.79%
-0.66%
-8.17%
-3.79%
8.38%
8.02%
PPH
0.81%
5.45%
-3.64%
-1.28%
9.54%
3.74%
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XLV vs. PPH - Expense Ratio Comparison
XLV has a 0.12% expense ratio, which is lower than PPH's 0.36% expense ratio.
Risk-Adjusted Performance
XLV vs. PPH — Risk-Adjusted Performance Rank
XLV
PPH
XLV vs. PPH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Health Care Select Sector SPDR Fund (XLV) and VanEck Vectors Pharmaceutical ETF (PPH). 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
XLV vs. PPH - Dividend Comparison
XLV's dividend yield for the trailing twelve months is around 1.72%, less than PPH's 1.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLV Health Care Select Sector SPDR Fund | 1.72% | 1.67% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.57% | 1.47% | 1.60% | 1.43% | 1.35% |
PPH VanEck Vectors Pharmaceutical ETF | 1.97% | 1.98% | 2.09% | 1.55% | 1.62% | 1.66% | 1.77% | 1.97% | 1.92% | 2.43% | 1.93% | 1.71% |
Drawdowns
XLV vs. PPH - Drawdown Comparison
The maximum XLV drawdown since its inception was -39.17%, smaller than the maximum PPH drawdown of -46.49%. Use the drawdown chart below to compare losses from any high point for XLV and PPH. For additional features, visit the drawdowns tool.
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Volatility
XLV vs. PPH - Volatility Comparison
The current volatility for Health Care Select Sector SPDR Fund (XLV) is 6.69%, while VanEck Vectors Pharmaceutical ETF (PPH) has a volatility of 7.28%. This indicates that XLV experiences smaller price fluctuations and is considered to be less risky than PPH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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