XLV vs VHT

Both XLV and VHT are ETFs. XLV has a lower 5-year return than VHT (11.04% vs 12.07%). XLV has a higher expense ratio than VHT (0.13% vs 0.1%). Below is the comparison between XLV and VHT.

VHT XLV
Segment Equity: U.S. Health Care Equity: U.S. Health Care
Issuer Vanguard State Street Global Advisors
Net Assets $10.42B $25.75B
Expense Ratio 0.10% 0.13%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.57% 2.25%
Underlying Index MSCI US Investable Market Health Care 25/50 Index S&P Health Care Select Sector Index
YTD Return 10.89% 7.38%
1-Year Return 25.50% 20.92%
3-Year Return 13.02% 11.61%
5-Year Return 12.07% 11.04%
10-Year Return 16.03% 15.23%

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 7.38%
1-Month Return 2.18%
3-Month Return 3.73%
1-Year Return 20.92%
3-Year Return 11.61%
5-Year Return 11.04%
10-Year Return 15.23%
XLV expense ratio is 0.13%.

XLV holdings

Top 10 Holdings (51.01% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 9.87%
UnitedHealth Group Inc UNH 7.45%
Merck & Co Inc MRK 5.20%
Pfizer Inc PFE 4.84%
AbbVie Inc ABBV 4.61%
Abbott Laboratories ABT 4.31%
Thermo Fisher Scientific Inc TMO 3.81%
Amgen Inc AMGN 3.70%
Eli Lilly and Co LLY 3.68%
Bristol-Myers Squibb Company BMY 3.54%

Other relevant XLV comparisons

You may also want to check out the following XLV comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

VHT description

The Fund seeks to track the performance of a benchmark index that measures the investment return of health care stocks; specifically the MSCI U.S. Investable Market Health Care Index. This is an index of stocks of large-, mid-, and small-size U.S. companies within the health care sector.

VHT performance & returns

YTD Return 10.89%
1-Month Return 3.31%
3-Month Return 4.87%
1-Year Return 25.50%
3-Year Return 13.02%
5-Year Return 12.07%
10-Year Return 16.03%
VHT expense ratio is 0.1%.

VHT holdings

Top 10 Holdings (41.98% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 8.07%
UnitedHealth Group Inc UNH 6.03%
Pfizer Inc PFE 4.47%
Merck & Co Inc MRK 4.28%
Abbott Laboratories ABT 3.73%
Thermo Fisher Scientific Inc TMO 3.47%
AbbVie Inc ABBV 3.40%
Amgen Inc AMGN 3.03%
Bristol-Myers Squibb Company BMY 2.78%
Medtronic PLC MDT 2.72%

Other relevant VHT comparisons

You may also want to check out the following VHT comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $14.95 a month, without ads. Start a free trial. Go ad free!

Follow Us