Performance
VHT vs. XLV - Performance Comparison
The year-to-date returns for both investments are quite close, with VHT having a 14.90% return and XLV slightly higher at 15.37%. Both investments have delivered pretty close results over the past 10 years, with VHT having a 10.89% annualized return and XLV not far ahead at 11.04%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
VHT
XLV
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VHT vs. XLV - Expense Ratio Comparison
VHT has a 0.10% expense ratio, which is lower than XLV's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VHT vs. XLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care ETF (VHT) and Health Care Select Sector SPDR Fund (XLV). 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.
VHT vs. XLV - Sharpe Ratio Comparison
The current VHT Sharpe Ratio is 1.71, which roughly equals the XLV Sharpe Ratio of 1.80. The chart below compares the 12-month rolling Sharpe Ratio of VHT and XLV.
VHT
XLV
Dividends
VHT vs. XLV - Dividend Comparison
VHT's dividend yield for the trailing twelve months is around 1.24%, less than XLV's 1.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHT Vanguard Health Care ETF | 1.24% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% | 1.02% | 1.12% |
XLV Health Care Select Sector SPDR Fund | 1.43% | 1.59% | 1.47% | 1.33% | 1.49% | 2.16% | 1.56% | 1.46% | 1.59% | 1.43% | 1.34% | 1.51% |
Drawdowns
VHT vs. XLV - Drawdown Comparison
The maximum VHT drawdown since its inception was -39.12%, roughly equal to the maximum XLV drawdown of -39.18%. Use the drawdown chart below to compare losses from any high point for VHT and XLV. For additional features, visit the drawdowns tool.
VHT
XLV
Volatility
VHT vs. XLV - Volatility Comparison
Vanguard Health Care ETF (VHT) has a higher volatility of 2.33% compared to Health Care Select Sector SPDR Fund (XLV) at 2.14%. This indicates that VHT's price experiences larger fluctuations and is considered to be riskier than XLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
VHT
XLV
