Tag: Health

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Gradient Investments LLC Acquires 93,795 Shares of Invesco S&P SmallCap Health Care ETF (PSCH)

Gradient Investments LLC raised its stake in shares of Invesco S&P SmallCap Health Care ETF (NASDAQ:PSCH – Get Rating) by 407,804.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 93,
— Read on www.marketbeat.com/instant-alerts/nasdaq-psch-sec-filing-2023-03-17/

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Invesco S&P SmallCap Health Care ETF (PSCH) Shares Bought by Commonwealth Equity Services LLC

Commonwealth Equity Services LLC lifted its position in shares of Invesco S&P SmallCap Health Care ETF (NASDAQ:PSCH – Get Rating) by 18.5% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 13,721 shares of the
— Read on www.marketbeat.com/instant-alerts/nasdaq-psch-sec-filing-2023-03-14/

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UBS Group AG Has $2.36 Million Stock Position in Invesco S&P SmallCap Health Care ETF (PSCH)

UBS Group AG increased its stake in Invesco S&P SmallCap Health Care ETF (NASDAQ:PSCH – Get Rating) by 15.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 17,934 shares of the company’s stock after
— Read on www.marketbeat.com/instant-alerts/nasdaq-psch-sec-filing-2023-03-07/

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4 Best Long-Term Performance Health Sector ETFs 1.5

  • Asset Class: Health Sector

  • Oldest ETF back tested: The Health Care Select Sector SPDR® Fund (XLV)

  • Correlation to U.S. Markets: 0.78

  • Long-Term Performance: 8.81% CAGR

  • S&P 500 Performance: 7.64% CAGR

  • Back test timeframe: January 1999 – June 2021

  • Number of ETFs available in this asset class: 45

  • Number of ETFs in this asset class that are 10-years old or older: 18

XLV vs SPY: January 1999 – June 2021

XLV vs SPY: December 22, 1998 – July 2, 2021

Continue reading “4 Best Long-Term Performance Health Sector ETFs 1.5”

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4 Best Long-Term Performance Health Sector ETFs 1.4

  • Asset Class: Health Sector

  • Oldest ETF back tested: The Health Care Select Sector SPDR® Fund (XLV)

  • Long-Term Performance: 8.24% CAGR

  • S&P 500 Performance: 6.55% CAGR

  • Back test timeframe: January 1999 – July 2020

  • Number of ETFs available in this asset class: 41

  • Number of ETFs in this asset class that are 10-years old or older: 17

XLV vs SPY: January 1999 – July 2020

XLV vs SPY: December 22, 1998 – August 7, 2020

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4 Best Long-Term Performance Health Sector ETFs 1.3

Is the Health Sector a good place to invest?

The Health Care Select Sector SPDR® Fund (XLV) is the oldest and largest Health Sector ETF available. Its’ inception date was on December 16, 1998.

XLV vs S&P 500 index fund: January 1999 – August 2019

Source: https://www.portfoliovisualizer.com/

XLV vs SPY: December 22, 1998 – September 6, 2019

Source: https://www.koyfin.com/home Continue reading “4 Best Long-Term Performance Health Sector ETFs 1.3”

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Best Long-Term Performance Health Sector ETFs 1.2

  • The oldest Health Sector ETF has outperformed an S&P 500 index fund by 1.90% CAGR over the last 19 years. This Health Sector ETF has also experienced less volatility than an S&P 500 index fund.
  • There are currently 35 ETFs in the Morningstar Category called Health. 16 of these funds are 10 years old or older.
  • The top performing Health Sector ETF has outperformed an S&P 500 index fund by 8.98% CAGR over the last 12 years.

Health Care Select Sector SPDR® Fund (XLV) vs S&P 500 index fund: January 1999 – September 2018

Source: https://www.portfoliovisualizer.com/

Continue reading “Best Long-Term Performance Health Sector ETFs 1.2”