IWF vs XLV: Complete Comparison
iShares Russell 1000 Growth 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 IWF wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: IWF wins with better number of holdings and 5-year return. Consider IWF for your portfolio, but XLV is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
23 shared holdings representing 6.6% portfolio overlap
Top Shared Holdings
| # | Stock | IWF Weight | XLV Weight | Overlap |
|---|---|---|---|---|
| 1 | LLY ELI LILLY | 2.47% | 14.33% | 2.47% |
| 2 | ABBV ABBVIE INC | 1.24% | 7.23% | 1.24% |
| 3 | ISRG INTUITIVE SURGICAL INC | 0.62% | 3.67% | 0.62% |
| 4 | AMGN AMGEN INC | 0.39% | 3.10% | 0.39% |
| 5 | VRTX VERTEX PHARMACEUTICALS INC | 0.35% | 2.06% | 0.35% |
| 6 | MCK MCKESSON CORP | 0.29% | 1.81% | 0.29% |
| 7 | COR CENCORA INC | 0.19% | 1.20% | 0.19% |
| 8 | IDXX IDEXX LABORATORIES INC | 0.18% | 1.03% | 0.18% |
| 9 | ZTS ZOETIS INC CLASS A | 0.13% | 0.94% | 0.13% |
| 10 | GILD GILEAD SCIENCES INC | 0.13% | 2.72% | 0.13% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in IWF
Unique to IWF
| Symbol | Name | Weight |
|---|---|---|
| NVDA | NVIDIA CORP | 12.71% |
| AAPL | APPLE INC | 11.91% |
| MSFT | MICROSOFT CORP | 10.73% |
| AVGO | BROADCOM INC | 5.62% |
| AMZN | AMAZON COM INC | 4.24% |
Top Holdings Only in XLV
Unique to XLV
| Symbol | Name | Weight |
|---|---|---|
| JNJ | JNJ | 8.84% |
| UNH | UNH | 5.38% |
| MRK | MRK | 4.44% |
| TMO | TMO | 3.90% |
| ABT | ABT | 3.87% |
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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