SPDW vs XLV
Comparison between SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW, ETF) and THE HEALTH CARE SELECT SECTOR SPDR FUND (XLV, ETF).
5-Year PerformanceSPDW has outperformed XLV, delivering a return of +10.1% compared to +5.3%
SPDW vs XLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPDW
$39B
XLV
$38B
Expense Ratio
Winner
SPDW
0.03%
XLV
0.08%
Max Drawdown
SPDW
62.16%
Winner
XLV
40.58%
Sharpe Ratio
Winner
SPDW
1.80
XLV
0.45
5Y Beta
SPDW
0.75
Winner
XLV
0.48
P/E Ratio
SPDW
N/A
XLV
27.44
Forward P/E
SPDW
N/A
XLV
17.15
5Y Dividends CAGR
Winner
SPDW
13.43%
XLV
8.03%
5Y EPS CAGR
SPDW
N/A
XLV
13.75%
Debt to Equity
SPDW
N/A
XLV
-117.52%
P/S Ratio
SPDW
N/A
XLV
1.43
P/B Ratio
SPDW
N/A
XLV
4.56
SPDW vs XLV - Holdings Comparison
SPDW and XLV have 1 common holdings. Overlap is -0.17%
SPDW's top 25 holdings weight is 19.94%. XLV's top 25 holdings weight is 85.85%.
| Rank | SPDW | XLV |
|---|---|---|
| #1 | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 2.08% | ELI LILLY AND CO (LLY) - 14.94% |
| #2 | ASML HOLDING NV (n/a) - 1.80% | JOHNSON & JOHNSON (JNJ) - 10.37% |
| #3 | SK HYNIX INC (n/a) - 1.20% | ABBVIE INC (ABBV) - 6.95% |
| #4 | NOVARTIS AG REGISTERED SHARES (n/a) - 0.96% | UNITEDHEALTH GROUP INC (UNH) - 6.29% |
| #5 | ASTRAZENECA PLC (AZN:XLON) - 0.95% | MERCK & CO INC (MRK) - 5.36% |
| #6 | HSBC HOLDINGS PLC (n/a) - 0.91% | AMGEN INC (AMGN) - 3.38% |
| #7 | SHELL PLC (n/a) - 0.90% | THERMO FISHER SCIENTIFIC INC (TMO) - 3.34% |
| #8 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.90% | GILEAD SCIENCES INC (GILD) - 3.16% |
| #9 | TOYOTA MOTOR CORP (n/a) - 0.84% | INTUITIVE SURGICAL INC (ISRG) - 3.06% |
| #10 | NESTLE SA (n/a) - 0.84% | ABBOTT LABORATORIES (ABT) - 2.89% |
| #11 | ROYAL BANK OF CANADA (RY) - 0.75% | PFIZER INC (PFE) - 2.87% |
| #12 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.68% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.21% |
| #13 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.66% | DANAHER CORP (DHR) - 2.10% |
| #14 | L'OREAL SA (n/a) - 0.62% | VERTEX PHARMACEUTICALS INC (VRTX) - 2.06% |
| #15 | SIEMENS AG (n/a) - 0.60% | CVS HEALTH CORP (CVS) - 1.96% |
| #16 | TOTALENERGIES SE (TTE) - 0.60% | STRYKER CORP (SYK) - 1.94% |
| #17 | SAP SE (n/a) - 0.57% | MEDTRONIC PLC (MDT) - 1.90% |
| #18 | BHP GROUP LTD (n/a) - 0.57% | MCKESSON CORP (MCK) - 1.87% |
| #19 | BANCO SANTANDER SA (n/a) - 0.54% | BOSTON SCIENTIFIC CORP (BSX) - 1.58% |
| #20 | SCHNEIDER ELECTRIC SE (n/a) - 0.53% | ELEVANCE HEALTH INC (ELV) - 1.55% |
| #21 | THE TORONTO-DOMINION BANK (TD) - 0.52% | THE CIGNA GROUP (CI) - 1.39% |
| #22 | ALLIANZ SE (n/a) - 0.51% | REGENERON PHARMACEUTICALS INC (REGN) - 1.35% |
| #23 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.47% | HCA HEALTHCARE INC (HCA) - 1.28% |
| #24 | n/a (SHOP) - 0.47% | CENCORA INC (COR) - 1.13% |
| #25 | HITACHI LTD (n/a) - 0.47% | EDWARDS LIFESCIENCES CORP (EW) - 0.92% |
| Total Holdings | 2250 | 62 |
SPDW vs XLV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPDW
+3.59%
XLV
-0.85%
3M
Winner
SPDW
+2.97%
XLV
-6.57%
6M
Winner
SPDW
+16.81%
XLV
-3.15%
1Y
Winner
SPDW
+34.49%
XLV
+13.23%
5Y(CAGR)
Winner
SPDW
+10.07%
XLV
+5.29%
10Y(CAGR)
Winner
SPDW
+10.27%
XLV
+9.63%
Max(CAGR)
SPDW
+5.09%
Winner
XLV
+8.04%
SPDW vs XLV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPDW | XLV |
|---|---|---|
| 2026 | +11.89% | -5.27% |
| 2025 | +35.04% | +14.46% |
| 2024 | +4.67% | +0.70% |
| 2023 | +17.29% | +2.36% |
| 2022 | -16.44% | -1.07% |
| 2021 | +10.78% | +26.58% |
| 2020 | +9.03% | +13.04% |
| 2019 | +22.59% | +22.30% |
| 2018 | -14.87% | +5.10% |
| 2017 | +25.12% | +20.20% |
| 2016 | +4.63% | -0.98% |
| 2015 | -1.21% | +6.45% |
| 2014 | -3.60% | +25.84% |
| 2013 | +17.28% | +38.67% |
| 2012 | +15.67% | +15.87% |
| 2011 | -14.17% | +11.38% |
| 2010 | +8.26% | +1.54% |
| 2009 | +27.02% | +17.13% |
| 2008 | -40.20% | -22.50% |
| 2007 | +2.52% | +7.12% |
| 2006 | N/A | +5.76% |
| 2005 | N/A | +7.66% |
| 2004 | N/A | +1.05% |
| 2003 | N/A | +11.89% |
| 2002 | N/A | -1.59% |
| 2001 | N/A | +3.39% |
| 2000 | N/A | -9.87% |
| 1999 | N/A | +10.22% |
SPDW vs XLV Drawdown Comparison
The maximum drawdown for SPDW was -60.01%, occurring on Mar 9, 2009. Recovery took 1652 trading sessions.
The maximum drawdown for XLV was -39.17%, occurring on Mar 9, 2009. Recovery took 850 trading sessions.
The current SPDW drawdown is -0.34%. The current XLV drawdown is -8.04%.
| Rank | SPDW | XLV |
|---|---|---|
| #1 | -60.01% Oct 31, 2007 - May 27, 2014 | -39.17% Dec 10, 2007 - Apr 26, 2011 |
| #2 | -34.97% Jan 26, 2018 - Nov 11, 2020 | -33.13% Jan 10, 2000 - Jun 16, 2005 |
| #3 | -30.23% Sep 3, 2021 - Mar 7, 2024 | -28.39% Jan 22, 2020 - Jul 15, 2020 |
| #4 | -23.54% Jul 3, 2014 - May 2, 2017 | -17.34% May 18, 2011 - Jan 18, 2012 |
| #5 | -13.53% Mar 19, 2025 - Apr 28, 2025 | -17.11% Sep 16, 2024 - Nov 21, 2025 |
| #6 | -12.79% Jul 16, 2007 - Oct 10, 2007 | -17.08% Jul 20, 2015 - Mar 1, 2017 |
| #7 | -11.55% Feb 26, 2026 - May 6, 2026 | -16.06% Apr 8, 2022 - Jan 4, 2024 |
| #8 | -9.62% Sep 26, 2024 - Mar 5, 2025 | -15.44% Nov 30, 2018 - Oct 29, 2019 |
| #9 | -7.71% Jul 12, 2024 - Aug 21, 2024 | -12.79% Jan 26, 2018 - Aug 17, 2018 |
| #10 | -5.66% Jun 14, 2021 - Sep 2, 2021 | -10.56% Dec 30, 2021 - Apr 7, 2022 |
| #11 | -5.23% Nov 12, 2025 - Dec 10, 2025 | -10.47% Feb 27, 2026 - Apr 29, 2026 |
| #12 | -4.74% Mar 27, 2024 - May 9, 2024 | -9.85% Mar 22, 2006 - Aug 29, 2006 |
| #13 | -4.49% Jan 8, 2021 - Feb 9, 2021 | -8.71% Oct 1, 2018 - Nov 30, 2018 |
| #14 | -4.38% Oct 12, 2007 - Oct 26, 2007 | -8.21% May 7, 2007 - Nov 30, 2007 |
| #15 | -4.28% Jul 23, 2025 - Aug 13, 2025 | -8.08% Sep 3, 2021 - Dec 15, 2021 |
Correlation
Correlation between SPDW and XLV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (1999 - 2026)
SPDW vs XLV dividend yield comparison.
| Year | SPDW | XLV |
|---|---|---|
| 2026 | 0.00% | 0.41% |
| 2025 | 3.30% | 1.60% |
| 2024 | 3.19% | 1.67% |
| 2023 | 2.75% | 1.59% |
| 2022 | 3.12% | 1.47% |
| 2021 | 3.04% | 1.33% |
| 2020 | 1.87% | 1.49% |
| 2019 | 3.13% | 2.17% |
| 2018 | 3.08% | 1.57% |
| 2017 | 1.86% | 1.47% |
| 2016 | 3.12% | 1.60% |
| 2015 | 2.78% | 1.43% |
| 2014 | 3.51% | 1.35% |
| 2013 | 2.36% | 1.52% |
| 2012 | 2.23% | 2.01% |
| 2011 | 3.26% | 1.96% |
| 2010 | 2.25% | 1.83% |
| 2009 | 0.79% | 1.85% |
| 2008 | 3.43% | 2.19% |
| 2007 | 2.01% | 1.62% |
| 2006 | 0.00% | 1.35% |
| 2005 | 0.00% | 1.25% |
| 2004 | 0.00% | 1.13% |
| 2003 | 0.00% | 1.15% |
| 2002 | 0.00% | 0.74% |
| 2001 | 0.00% | 0.27% |
| 2000 | 0.00% | 0.22% |
| 1999 | 0.00% | 0.57% |
Select Stocks to Compare
Popular: SPDW vs SPYXLV vs SPY
More Comparisons
Compare with similar stocks