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THQ vs XLV

Comparison between abrdn Healthcare Opportunities Fund (THQ, ETF) and STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV, ETF).

5-Year PerformanceXLV has outperformed THQ, delivering a return of +6.3% compared to +4.0%

THQ vs XLV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
THQ
$747M
Winner
XLV
$38B
Expense Ratio
THQ
N/A
XLV
0.08%
Max Drawdown
THQ
45.81%
Winner
XLV
40.58%
Sharpe Ratio
THQ
0.51
Winner
XLV
0.87
5Y Beta
THQ
0.61
Winner
XLV
0.46
P/E Ratio
THQ
N/A
XLV
28.04
Forward P/E
THQ
N/A
XLV
17.26
5Y Dividends CAGR
Winner
THQ
11.63%
XLV
8.03%
5Y EPS CAGR
THQ
N/A
XLV
12.40%
Debt to Equity
THQ
N/A
XLV
53.17%
P/S Ratio
THQ
N/A
XLV
1.45
P/B Ratio
THQ
N/A
XLV
4.53

THQ vs XLV - Historical Returns

Returns include dividend reinvestment.

1M
THQ
+0.70%
Winner
XLV
+5.31%
3M
Winner
THQ
+1.28%
XLV
-0.18%
6M
Winner
THQ
+3.03%
XLV
+0.67%
1Y
THQ
+12.32%
Winner
XLV
+17.00%
5Y(CAGR)
THQ
+4.01%
Winner
XLV
+6.31%
10Y(CAGR)
THQ
+9.33%
Winner
XLV
+9.55%
Max(CAGR)
THQ
+7.65%
Winner
XLV
+8.19%

THQ vs XLV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTHQXLV
2026-0.63%-1.20%
2025+15.34%+14.46%
2024+13.74%+0.70%
2023-2.34%+2.36%
2022-16.53%-1.07%
2021+34.88%+26.58%
2020+15.03%+13.04%
2019+22.29%+22.30%
2018+2.99%+5.10%
2017+17.65%+20.20%
2016-2.82%-0.98%
2015-7.08%+6.45%
2014+2.59%+25.84%
2013N/A+38.67%
2012N/A+15.87%
2011N/A+11.38%
2010N/A+1.54%
2009N/A+17.13%
2008N/A-22.50%
2007N/A+7.12%
2006N/A+5.76%
2005N/A+7.66%
2004N/A+1.05%
2003N/A+11.89%
2002N/A-1.59%
2001N/A+3.39%
2000N/A-9.87%
1999N/A+10.22%

THQ vs XLV Drawdown Comparison

The maximum drawdown for THQ was -39.35%, occurring on Mar 23, 2020. Recovery took 139 trading sessions.

The maximum drawdown for XLV was -39.17%, occurring on Mar 9, 2009. Recovery took 850 trading sessions.

The current THQ drawdown is -5.21%. The current XLV drawdown is -4.10%.

RankTHQXLV
#1-39.35%
Feb 14, 2020 - Sep 2, 2020
-39.17%
Dec 10, 2007 - Apr 26, 2011
#2-32.16%
Dec 31, 2021 - Jul 15, 2024
-33.13%
Jan 10, 2000 - Jun 16, 2005
#3-29.62%
Apr 16, 2015 - Jun 14, 2017
-28.39%
Jan 22, 2020 - Jul 15, 2020
#4-25.83%
Oct 14, 2024 - Jan 6, 2026
-17.34%
May 18, 2011 - Jan 18, 2012
#5-18.86%
Dec 3, 2018 - Jul 2, 2019
-17.11%
Sep 16, 2024 - Nov 21, 2025
#6-16.73%
Jan 22, 2026 - Mar 30, 2026
-17.08%
Jul 20, 2015 - Mar 1, 2017
#7-16.72%
Aug 26, 2014 - Dec 9, 2014
-16.06%
Apr 8, 2022 - Jan 4, 2024
#8-13.69%
Jan 29, 2018 - Aug 16, 2018
-15.44%
Nov 30, 2018 - Oct 29, 2019
#9-11.57%
Aug 17, 2021 - Dec 22, 2021
-12.79%
Jan 26, 2018 - Aug 17, 2018
#10-10.24%
Oct 5, 2017 - Jan 22, 2018
-10.56%
Dec 30, 2021 - Apr 7, 2022
#11-9.19%
Oct 1, 2018 - Dec 3, 2018
-10.47%
Feb 27, 2026 - Apr 29, 2026
#12-7.61%
Oct 9, 2020 - Nov 9, 2020
-9.85%
Mar 22, 2006 - Aug 29, 2006
#13-7.07%
Sep 2, 2020 - Oct 7, 2020
-8.71%
Oct 1, 2018 - Nov 30, 2018
#14-7.00%
Dec 9, 2014 - Dec 19, 2014
-8.21%
May 7, 2007 - Nov 30, 2007
#15-6.78%
Jul 20, 2017 - Aug 31, 2017
-8.08%
Sep 3, 2021 - Dec 15, 2021

Correlation

Correlation between THQ and XLV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

THQ vs XLV dividend yield comparison.

YearTHQXLV
20264.93%0.39%
202511.29%1.60%
202411.09%1.67%
20237.45%1.59%
20226.81%1.47%
20215.27%1.33%
20206.62%1.49%
20197.08%2.17%
20188.05%1.57%
20177.71%1.47%
20168.70%1.60%
20159.50%1.43%
20142.24%1.35%
20130.00%1.52%
20120.00%2.01%
20110.00%1.96%
20100.00%1.83%
20090.00%1.85%
20080.00%2.19%
20070.00%1.62%
20060.00%1.35%
20050.00%1.25%
20040.00%1.13%
20030.00%1.15%
20020.00%0.74%
20010.00%0.27%
20000.00%0.22%
19990.00%0.57%

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