XLV vs. UNH
Compare and contrast key facts about Health Care Select Sector SPDR Fund (XLV) and UnitedHealth Group Incorporated (UNH).
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 UNH.
Correlation
The correlation between XLV and UNH is 0.43, 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. UNH - Performance Comparison
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Key characteristics
XLV:
-0.47
UNH:
-1.00
XLV:
-0.42
UNH:
-1.18
XLV:
0.94
UNH:
0.79
XLV:
-0.36
UNH:
-0.76
XLV:
-0.90
UNH:
-2.74
XLV:
6.80%
UNH:
15.44%
XLV:
15.72%
UNH:
43.33%
XLV:
-39.17%
UNH:
-82.68%
XLV:
-14.33%
UNH:
-52.93%
Returns By Period
In the year-to-date period, XLV achieves a -2.88% return, which is significantly higher than UNH's -42.05% return. Over the past 10 years, XLV has underperformed UNH with an annualized return of 7.66%, while UNH has yielded a comparatively higher 10.98% annualized return.
XLV
-2.88%
-1.77%
-5.38%
-7.57%
7.58%
7.66%
UNH
-42.05%
-35.72%
-50.31%
-43.47%
1.69%
10.98%
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Risk-Adjusted Performance
XLV vs. UNH — Risk-Adjusted Performance Rank
XLV
UNH
XLV vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Health Care Select Sector SPDR Fund (XLV) and UnitedHealth Group Incorporated (UNH). 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. UNH - Dividend Comparison
XLV's dividend yield for the trailing twelve months is around 1.76%, less than UNH's 2.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLV Health Care Select Sector SPDR Fund | 1.76% | 1.67% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.58% | 1.47% | 1.60% | 1.43% | 1.35% |
UNH UnitedHealth Group Incorporated | 2.88% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
Drawdowns
XLV vs. UNH - Drawdown Comparison
The maximum XLV drawdown since its inception was -39.17%, smaller than the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for XLV and UNH. For additional features, visit the drawdowns tool.
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Volatility
XLV vs. UNH - Volatility Comparison
The current volatility for Health Care Select Sector SPDR Fund (XLV) is 7.81%, while UnitedHealth Group Incorporated (UNH) has a volatility of 33.07%. This indicates that XLV experiences smaller price fluctuations and is considered to be less risky than UNH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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