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State Street's Health Care ETF Tops Invesco's on Yield and Returns
Key takeaways
- Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns.
- Cost is a primary differentiator here, as the State Street fund is significantly more affordable with an expense ratio of 0.08%.
- Growth of $1,000 over 5 years (total return)
XLV ^GSPC IVZ Both the State Street Health Care Select Sector SPDR ETF (NYSEMKT:XLV) and the Invesco S&P 500 Equal Weight Health Care ETF (NYSEMKT:RSPH) focus on the healthcare sector of the S&P 500, yet their internal mechanics create distinct investment profiles.
Investors choosing between them must decide if they prefer XLV’s stability and the momentum of the industry s largest players or RSPH’s broader, diversified exposure that comes with equal weighting across the entire sector.
Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.
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