VOE vs XLV

VOE vs XLV
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Quick Verdict

VOE has a lower expense ratio. XLV delivered stronger 1-year returns. VOE offers more diversification with 176 holdings.

Lower Fees: VOEHigher Returns: XLVMore Diversified: VOE

Side-by-Side Comparison

MetricVOEXLVWinner
Expense Ratio0.05%0.08%
AUM$23.9B$43.9B
Dividend Yield1.81%1.56%
Holdings17663
YTD Return+17.32%+11.80%
1Y Return+24.01%+27.56%
3Y Return (annualized)+17.81%+10.70%
5Y Return (annualized)+10.31%+6.55%
Volatility (annualized)17.6%14.2%
Max Drawdown-63.4%-40.6%
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryEquityEquity
InceptionAug 17, 2006Dec 16, 1998

VOE vs XLV Performance

Vanguard Morningstar Mid-Cap Value ETF (VOE) is a ETF from Vanguard (US) and State Street Health Care Select Sector SPDR ETF (XLV) is a ETF from SPDR State Street Global Advisors. Over the past year VOE returned +24.01% while XLV returned +27.56%. Year to date, VOE is up 17.32% versus a gain of 11.80% for XLV.

Over three years, VOE compounded at +17.81% per year against +10.70% for XLV; over five years the annualized figures are +10.31% and +6.55% respectively. Across the full 20-year window we track, VOE has the edge at +7.95% annualized vs +7.57%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOE has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 14.2% for XLV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -63.4% for VOE and -40.6% for XLV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VOE charges 0.05% per year while XLV charges 0.08%. On a $10,000 position that is $5 vs $8 annually, a gap of $3 per year that compounds over a long holding period. On income, VOE currently yields 1.81% against 1.56% for XLV.

Holdings Overlap

6.9%overlap

VOE and XLV share 13 holdings out of 216 unique holdings combined, representing a 6.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOEWeight in XLVDifference
CAH0.96%0.95%0.01%
COR0.90%0.99%0.09%
REGN0.56%1.11%0.55%
HUMProProPro
BDXProProPro
IQVProProPro
BIIBProProPro
GEHCProProPro
DGXProProPro
LHProProPro
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Frequently Asked Questions

Which is cheaper, VOE or XLV?

VOE has an expense ratio of 0.05% while XLV charges 0.08%. VOE is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, VOE or XLV?

Over the past year VOE returned +24.01% vs +27.56% for XLV, so XLV leads on 1-year performance. Over the longest common window we track (20 years), VOE annualized +7.95% vs +7.57% for XLV. Past performance does not guarantee future results.

Which is riskier, VOE or XLV?

VOE has been the more volatile fund at 17.6% annualized versus 14.2% for XLV. Worst drawdown: VOE -63.4% vs XLV -40.6%.

Should I hold both VOE and XLV?

VOE and XLV have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOE and XLV?

VOE and XLV share 13 common holdings with a 6.9% weight overlap. Combined, they hold 216 unique securities.

Which pays a higher dividend, VOE or XLV?

VOE yields 1.81% while XLV yields 1.56%, so VOE currently pays the higher dividend yield.

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