TIP vs XLV

iShares TIPS Bond ETF vs Health Care Select Sector SPDR Fund

Quick take
  • XLV has the lower expense ratio at 0.08% vs 0.18% for TIP.
  • TIP pays a higher dividend yield (3.77%).

Side-by-side metrics

MetricTIPXLV
Expense ratio
Annual fee. Lower is better.
0.18%0.08%
Dividend yield
Trailing 12-month yield.
3.77%1.60%
AUM
Assets under management — bigger funds are typically more liquid.
$14.70B$40.60B
YTD return
0.93%5.74%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.690.51
P/E ratio
12.1529.18
Last price
$108.12$162.17
Inception
Issuer
iSharesState Street

TIP top holdings

Holdings data unavailable for TIP.

XLV top holdings

Top holdings · XLV
LLYEli Lilly and Co16.48%
JNJJohnson & Johnson10.62%
ABBVAbbVie Inc7.72%
UNHUnitedHealth Group Inc6.56%
MRKMerck & Co Inc5.51%
AMGNAmgen Inc3.40%
TMOThermo Fisher Scientific Inc3.24%
ABTAbbott Laboratories2.75%
GILDGilead Sciences Inc2.73%
ISRGIntuitive Surgical Inc2.45%
Sector breakdown · XLV
Healthcare100.0%

About TIP

TIP (iShares TIPS Bond ETF) is Inflation-protected US Treasuries. Managed by iShares, the fund carries $14.7B in assets under management, an expense ratio of 0.18%, a dividend yield of 3.77%.

About XLV

XLV (Health Care Select Sector SPDR Fund) is S&P 500 health care sector. Managed by State Street, the fund carries $40.6B in assets under management, an expense ratio of 0.08%, a dividend yield of 1.60%. Its largest holding is Eli Lilly and Co (LLY), which represents 16.5% of the portfolio. Healthcare is the fund's largest sector exposure at 100.0%.