XLV vs SPDW
Comparison between STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW, ETF).
5-Year PerformanceSPDW has outperformed XLV, delivering a return of +9.8% compared to +6.1%
XLV vs SPDW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLV
$41B
SPDW
$40B
Expense Ratio
XLV
0.08%
Winner
SPDW
0.03%
Max Drawdown
Winner
XLV
40.58%
SPDW
62.16%
Sharpe Ratio
XLV
1.18
Winner
SPDW
1.32
5Y Beta
Winner
XLV
0.44
SPDW
0.78
P/E Ratio
XLV
29.93
SPDW
N/A
Forward P/E
XLV
19.60
SPDW
N/A
5Y Dividends CAGR
XLV
7.67%
Winner
SPDW
13.93%
5Y EPS CAGR
XLV
12.02%
SPDW
N/A
Debt to Equity
XLV
52.40%
SPDW
N/A
P/S Ratio
XLV
1.59
SPDW
N/A
P/B Ratio
XLV
4.95
SPDW
N/A
XLV vs SPDW - Holdings Comparison
XLV and SPDW have 1 common holdings. Overlap is -0.17%
XLV's top 25 holdings weight is 85.31%. SPDW's top 25 holdings weight is 19.94%.
| Rank | XLV | SPDW |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 15.96% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 2.08% |
| #2 | JOHNSON & JOHNSON (JNJ) - 10.37% | ASML HOLDING NV (n/a) - 1.80% |
| #3 | ABBVIE INC (ABBV) - 7.52% | SK HYNIX INC (n/a) - 1.20% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 6.63% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.96% |
| #5 | MERCK & CO INC (MRK) - 5.33% | ASTRAZENECA PLC (AZN:XLON) - 0.95% |
| #6 | THERMO FISHER SCIENTIFIC INC (TMO) - 3.47% | HSBC HOLDINGS PLC (n/a) - 0.91% |
| #7 | AMGEN INC (AMGN) - 3.37% | SHELL PLC (n/a) - 0.90% |
| #8 | GILEAD SCIENCES INC (GILD) - 2.85% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.90% |
| #9 | ABBOTT LABORATORIES (ABT) - 2.71% | TOYOTA MOTOR CORP (n/a) - 0.84% |
| #10 | PFIZER INC (PFE) - 2.47% | NESTLE SA (n/a) - 0.84% |
| #11 | INTUITIVE SURGICAL INC (ISRG) - 2.40% | ROYAL BANK OF CANADA (RY) - 0.75% |
| #12 | CVS HEALTH CORP (CVS) - 2.36% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.68% |
| #13 | DANAHER CORP (DHR) - 2.21% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.66% |
| #14 | VERTEX PHARMACEUTICALS INC (VRTX) - 2.11% | L'OREAL SA (n/a) - 0.62% |
| #15 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.09% | SIEMENS AG (n/a) - 0.60% |
| #16 | STRYKER CORP (SYK) - 1.90% | TOTALENERGIES SE (TTE) - 0.60% |
| #17 | MEDTRONIC PLC (MDT) - 1.80% | SAP SE (n/a) - 0.57% |
| #18 | MCKESSON CORP (MCK) - 1.67% | BHP GROUP LTD (n/a) - 0.57% |
| #19 | ELEVANCE HEALTH INC (ELV) - 1.48% | BANCO SANTANDER SA (n/a) - 0.54% |
| #20 | THE CIGNA GROUP (CI) - 1.37% | SCHNEIDER ELECTRIC SE (n/a) - 0.53% |
| #21 | REGENERON PHARMACEUTICALS INC (REGN) - 1.16% | THE TORONTO-DOMINION BANK (TD) - 0.52% |
| #22 | BOSTON SCIENTIFIC CORP (BSX) - 1.12% | ALLIANZ SE (n/a) - 0.51% |
| #23 | HCA HEALTHCARE INC (HCA) - 1.03% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.47% |
| #24 | CENCORA INC (COR) - 1.01% | n/a (SHOP) - 0.47% |
| #25 | CARDINAL HEALTH INC (CAH) - 0.92% | HITACHI LTD (n/a) - 0.47% |
| Total Holdings | 63 | 2250 |
XLV vs SPDW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLV
+6.79%
SPDW
-2.41%
3M
Winner
XLV
+10.30%
SPDW
+4.84%
6M
XLV
+2.12%
Winner
SPDW
+9.53%
1Y
XLV
+24.37%
Winner
SPDW
+27.35%
5Y(CAGR)
XLV
+6.13%
Winner
SPDW
+9.82%
10Y(CAGR)
XLV
+9.73%
Winner
SPDW
+10.07%
Max(CAGR)
Winner
XLV
+8.35%
SPDW
+5.08%
XLV vs SPDW - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLV | SPDW |
|---|---|---|
| 2026 | +3.92% | +12.65% |
| 2025 | +14.46% | +35.04% |
| 2024 | +0.70% | +4.67% |
| 2023 | +2.36% | +17.29% |
| 2022 | -1.07% | -16.44% |
| 2021 | +26.58% | +10.78% |
| 2020 | +13.04% | +9.03% |
| 2019 | +22.30% | +22.59% |
| 2018 | +5.10% | -14.87% |
| 2017 | +20.20% | +25.12% |
| 2016 | -0.98% | +4.63% |
| 2015 | +6.45% | -1.21% |
| 2014 | +25.84% | -3.60% |
| 2013 | +38.67% | +17.28% |
| 2012 | +15.87% | +15.67% |
| 2011 | +11.38% | -14.17% |
| 2010 | +1.54% | +8.26% |
| 2009 | +17.13% | +27.02% |
| 2008 | -22.50% | -40.20% |
| 2007 | +7.12% | +2.52% |
| 2006 | +5.76% | N/A |
| 2005 | +7.66% | N/A |
| 2004 | +1.05% | N/A |
| 2003 | +11.89% | N/A |
| 2002 | -1.59% | N/A |
| 2001 | +3.39% | N/A |
| 2000 | -9.87% | N/A |
| 1999 | +10.22% | N/A |
XLV vs SPDW Drawdown Comparison
The maximum drawdown for XLV was -39.17%, occurring on Mar 9, 2009. Recovery took 850 trading sessions.
The maximum drawdown for SPDW was -60.01%, occurring on Mar 9, 2009. Recovery took 1652 trading sessions.
The current XLV drawdown is -2.55%. The current SPDW drawdown is -2.41%.
| Rank | XLV | SPDW |
|---|---|---|
| #1 | -39.17% Dec 10, 2007 - Apr 26, 2011 | -60.01% Oct 31, 2007 - May 27, 2014 |
| #2 | -33.13% Jan 10, 2000 - Jun 16, 2005 | -34.97% Jan 26, 2018 - Nov 11, 2020 |
| #3 | -28.39% Jan 22, 2020 - Jul 15, 2020 | -30.23% Sep 3, 2021 - Mar 7, 2024 |
| #4 | -17.34% May 18, 2011 - Jan 18, 2012 | -23.54% Jul 3, 2014 - May 2, 2017 |
| #5 | -17.11% Sep 16, 2024 - Nov 21, 2025 | -13.53% Mar 19, 2025 - Apr 28, 2025 |
| #6 | -17.08% Jul 20, 2015 - Mar 1, 2017 | -12.79% Jul 16, 2007 - Oct 10, 2007 |
| #7 | -16.06% Apr 8, 2022 - Jan 4, 2024 | -11.55% Feb 26, 2026 - May 6, 2026 |
| #8 | -15.44% Nov 30, 2018 - Oct 29, 2019 | -9.62% Sep 26, 2024 - Mar 5, 2025 |
| #9 | -12.79% Jan 26, 2018 - Aug 17, 2018 | -7.71% Jul 12, 2024 - Aug 21, 2024 |
| #10 | -10.56% Dec 30, 2021 - Apr 7, 2022 | -5.66% Jun 14, 2021 - Sep 2, 2021 |
| #11 | -10.47% Feb 27, 2026 - Jun 26, 2026 | -5.23% Nov 12, 2025 - Dec 10, 2025 |
| #12 | -9.85% Mar 22, 2006 - Aug 29, 2006 | -4.74% Mar 27, 2024 - May 9, 2024 |
| #13 | -8.71% Oct 1, 2018 - Nov 30, 2018 | -4.72% Jun 2, 2026 - Jun 15, 2026 |
| #14 | -8.21% May 7, 2007 - Nov 30, 2007 | -4.49% Jan 8, 2021 - Feb 9, 2021 |
| #15 | -8.08% Sep 3, 2021 - Dec 15, 2021 | -4.38% Oct 12, 2007 - Oct 26, 2007 |
Correlation
Correlation between XLV and SPDW is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (1999 - 2026)
XLV vs SPDW dividend yield comparison.
| Year | XLV | SPDW |
|---|---|---|
| 2026 | 0.78% | 1.45% |
| 2025 | 1.60% | 3.30% |
| 2024 | 1.67% | 3.19% |
| 2023 | 1.59% | 2.75% |
| 2022 | 1.47% | 3.12% |
| 2021 | 1.33% | 3.04% |
| 2020 | 1.49% | 1.87% |
| 2019 | 2.17% | 3.13% |
| 2018 | 1.57% | 3.08% |
| 2017 | 1.47% | 1.86% |
| 2016 | 1.60% | 3.12% |
| 2015 | 1.43% | 2.78% |
| 2014 | 1.35% | 3.51% |
| 2013 | 1.52% | 2.36% |
| 2012 | 2.01% | 2.23% |
| 2011 | 1.96% | 3.26% |
| 2010 | 1.83% | 2.25% |
| 2009 | 1.85% | 0.79% |
| 2008 | 2.19% | 3.43% |
| 2007 | 1.62% | 2.01% |
| 2006 | 1.35% | 0.00% |
| 2005 | 1.25% | 0.00% |
| 2004 | 1.13% | 0.00% |
| 2003 | 1.15% | 0.00% |
| 2002 | 0.74% | 0.00% |
| 2001 | 0.27% | 0.00% |
| 2000 | 0.22% | 0.00% |
| 1999 | 0.57% | 0.00% |
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