XLV vs FHLC

Both XLV and FHLC are ETFs. XLV has a lower 5-year return than FHLC (10.66% vs 11.67%). XLV has a higher expense ratio than FHLC (0.13% vs 0.08%). Below is the comparison between XLV and FHLC.

FHLC XLV
Segment Equity: U.S. Health Care Equity: U.S. Health Care
Issuer Fidelity State Street Global Advisors
Net Assets $1.85B $25.75B
Expense Ratio 0.08% 0.13%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.40% 2.25%
Underlying Index MSCI USA IMI Health Care Index S&P Health Care Select Sector Index
YTD Return 11.98% 8.25%
1-Year Return 18.07% 14.12%
3-Year Return 13.92% 12.45%
5-Year Return 11.67% 10.66%
10-Year Return N/A 15.38%

XLV description

The Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Health Care Select Sector Index. Under normal market conditions, the fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the Index.

XLV performance & returns

YTD Return 8.25%
1-Month Return 2.30%
3-Month Return 2.37%
1-Year Return 14.12%
3-Year Return 12.45%
5-Year Return 10.66%
10-Year Return 15.38%
XLV expense ratio is 0.13%.

XLV holdings

Top 10 Holdings (51.64% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 9.88%
UnitedHealth Group Inc UNH 7.47%
Merck & Co Inc MRK 5.29%
Pfizer Inc PFE 5.14%
Abbott Laboratories ABT 4.86%
Thermo Fisher Scientific Inc TMO 4.40%
AbbVie Inc ABBV 3.90%
Amgen Inc AMGN 3.75%
Medtronic PLC MDT 3.52%
Danaher Corp DHR 3.43%

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FHLC description

The Fund seeks to provide investment returns that correspond generally to the performance of the MSCI USA IMI Health Care Index. The Fund will invest at least 80% of its assets in securities of MSCI USA IMI Health Care Index which represents the performance of the health care sector in the U.S. equity market.

FHLC performance & returns

YTD Return 11.98%
1-Month Return 2.75%
3-Month Return 4.22%
1-Year Return 18.07%
3-Year Return 13.92%
5-Year Return 11.67%
10-Year Return N/A
FHLC expense ratio is 0.08%.

FHLC holdings

Top 10 Holdings (42.67% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 8.17%
UnitedHealth Group Inc UNH 6.16%
Merck & Co Inc MRK 4.36%
Pfizer Inc PFE 4.25%
Abbott Laboratories ABT 4.01%
Thermo Fisher Scientific Inc TMO 3.63%
AbbVie Inc ABBV 3.22%
Amgen Inc AMGN 3.11%
Medtronic PLC MDT 2.90%
Danaher Corp DHR 2.86%

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