Tag: XBI

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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

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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

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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/

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