DVY vs XLV: Complete Comparison
iShares Select Dividend ETF vs Health Care Select Sector SPDR Fund โ overlap, correlation, performance & risk analysis
Visual Overlap
Price Performance
Historical price comparison over 3M
๐Performance Comparison
โ ๏ธRisk Metrics
Interpretation:
- ๐ Lower volatility = smoother ride
- โก Higher Sharpe/Sortino = better risk-adjusted returns
- โ ๏ธ Smaller max drawdown = less worst-case pain
- ๐ Beta > 1 = more volatile than S&P 500
โ๏ธHead-to-Head Comparison
๐ DVY wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: DVY wins with better number of holdings. Consider DVY for your portfolio, but XLV is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
4 shared holdings representing 5.6% portfolio overlap
Top Shared Holdings
| # | Stock | DVY Weight | XLV Weight | Overlap |
|---|---|---|---|---|
| 1 | PFE PFE | 1.99% | 2.64% | 1.99% |
| 2 | CVS CVS | 1.48% | 1.82% | 1.48% |
| 3 | MRK MRK | 1.17% | 4.44% | 1.17% |
| 4 | GILD GILD | 0.92% | 2.72% | 0.92% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in DVY
Unique to DVY
| Symbol | Name | Weight |
|---|---|---|
| F | F | 2.68% |
| STX | STX | 2.68% |
| MO | MO | 2.34% |
| EIX | EIX | 1.96% |
| VZ | VZ | 1.87% |
Top Holdings Only in XLV
Unique to XLV
| Symbol | Name | Weight |
|---|---|---|
| LLY | LLY | 14.33% |
| JNJ | JNJ | 8.84% |
| ABBV | ABBV | 7.23% |
| UNH | UNH | 5.38% |
| TMO | TMO | 3.90% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = ฮฃ min(weightA, weightB) for each shared holdingNormalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).
Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.
๐ This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.
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