State Street XLV vs. iShares IXJ: Here's How These Healthcare ETFs Stack Up for Investors
XLV's 0.08% expense ratio and 22.7% 1-year return outpace IXJ's global reach, but international diversification comes at a cost.
Overview
Choosing among healthcare funds often comes down to the desired geographic scope and the entry price.
The State Street Health Care Select Sector SPDR ETF (NYSEMKT:XLV) provides low-cost access to domestic healthcare leaders, while the iShares Global Healthcare ETF (NYSEMKT:IXJ) offers broader geographic diversification, making the choice a trade-off between domestic efficiency and global breadth.
Beta measures price volatility relative to the S&P 500; beta is calculated from monthly returns over the available fund history (up to five years). The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.
Details
Source
Originally published at www.fool.com.
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