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XLVI vs. XPH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XLVI vs. XPH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Health Care Select Sector SPDR Premium Income ETF (XLVI) and SPDR S&P Pharmaceuticals ETF (XPH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XLVI achieves a -0.67% return, which is significantly lower than XPH's 0.66% return.


XLVI

1D
0.67%
1M
2.30%
YTD
-0.67%
6M
0.76%
1Y
3Y*
5Y*
10Y*

XPH

1D
1.10%
1M
-4.74%
YTD
0.66%
6M
4.44%
1Y
37.98%
3Y*
13.07%
5Y*
3.50%
10Y*
3.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLVI vs. XPH - Yearly Performance Comparison


Correlation

The correlation between XLVI and XPH is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 31, 2025

0.54

XLVI vs. XPH - Sectors Allocation Comparison


Sectors
XLVI
XPH

Financial Services

100.6%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Healthcare

-

100.0%

Industrials

-

-

Real Estate

-

-

Technology

-

-

Utilities

-

-

Financial Services

XLVI
100.6%
XPH

-

Basic Materials

XLVI

-

XPH

-

Communication Services

XLVI

-

XPH

-

Consumer Cyclical

XLVI

-

XPH

-

Consumer Defensive

XLVI

-

XPH

-

Energy

XLVI

-

XPH

-

Healthcare

XLVI

-

XPH
100.0%

Industrials

XLVI

-

XPH

-

Real Estate

XLVI

-

XPH

-

Technology

XLVI

-

XPH

-

Utilities

XLVI

-

XPH

-

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Return for Risk

XLVI vs. XPH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XLVI

XPH
XPH Risk / Return Rank: 5555
Overall Rank
XPH Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
XPH Sortino Ratio Rank: 5151
Sortino Ratio Rank
XPH Omega Ratio Rank: 4646
Omega Ratio Rank
XPH Calmar Ratio Rank: 6464
Calmar Ratio Rank
XPH Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XLVI vs. XPH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Health Care Select Sector SPDR Premium Income ETF (XLVI) and SPDR S&P Pharmaceuticals ETF (XPH). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

XLVI vs. XPH - Sharpe Ratio Comparison


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Sharpe Ratios by Period


XLVIXPHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

1.33

0.38

+0.94

Drawdowns

XLVI vs. XPH - Drawdown Comparison

The maximum XLVI drawdown since its inception was -8.14%, smaller than the maximum XPH drawdown of -48.03%. Use the drawdown chart below to compare losses from any high point for XLVI and XPH.


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Drawdown Indicators


XLVIXPHDifference

Max Drawdown

Largest peak-to-trough decline

-8.14%

-48.03%

+39.89%

Max Drawdown (1Y)

Largest decline over 1 year

-11.97%

Max Drawdown (3Y)

Largest decline over 3 years

-23.57%

Max Drawdown (5Y)

Largest decline over 5 years

-31.63%

Max Drawdown (10Y)

Largest decline over 10 years

-35.97%

Current Drawdown

Current decline from peak

-4.02%

-7.22%

+3.20%

Average Drawdown

Average peak-to-trough decline

-1.95%

-17.25%

+15.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.35%

Volatility

XLVI vs. XPH - Volatility Comparison


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Volatility by Period


XLVIXPHDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.03%

Volatility (6M)

Calculated over the trailing 6-month period

16.77%

Volatility (1Y)

Calculated over the trailing 1-year period

10.94%

21.52%

-10.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.94%

20.84%

-9.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.94%

22.10%

-11.16%

XLVI vs. XPH - Expense Ratio Comparison

Both XLVI and XPH have an expense ratio of 0.35%.


Dividends

XLVI vs. XPH - Dividend Comparison

XLVI's dividend yield for the trailing twelve months is around 11.53%, more than XPH's 0.66% yield.


PositionTTM20252024202320222021202020192018201720162015
XLVI
State Street Health Care Select Sector SPDR Premium Income ETF
11.53%5.73%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XPH
SPDR S&P Pharmaceuticals ETF
0.66%0.83%1.58%1.28%1.64%0.95%0.47%0.64%0.65%0.67%0.63%7.15%

Frequently Asked Questions


XLVI and XPH have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.35% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

XLVI and XPH have the same expense ratio: 0.35% per year.

XLVI has the higher dividend yield at 11.53%, compared with 0.66% for XPH.

XLVI is categorized as Derivative Income, while XPH is Health & Biotech Equities.

Portfolio Optimizer

Find the right allocation for XLVI and XPH

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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