uploads///Article

Lilly’s Total Returns Are Lower than Some Pharma ETFs

By

Dec. 4 2020, Updated 10:53 a.m. ET

ETFs

ETFs are the securities that are publicly traded on the stock markets. However, they track an index, a commodity, or a basket of assets. ETFs are designed for the investors who don’t have the capacity to hold many stocks, but are interested in the diversification of investments within a sector or industry.

The above chart compares ETFs holding Eli Lilly and Company (LLY), also referred to as “Lilly,” as a percentage of their total assets. The total return for Lilly’s share price on the NYSE from July 2010 to June 2015 has been around 17.9%. This is lower than a few of the ETFs focused on the pharmaceutical segment.

Article continues below advertisement

Health Care Select Sector SPDR ETF

The Health Care Select Sector SPDR ETF (XLV) has been operational since 1998. XLV’s net assets are $14.5 billion. Lilly forms about 2.9% of the fund’s total assets. The total return over the last five years was over 22.1%.

PowerShares Dynamic Pharmaceuticals ETF

The PowerShares Dynamic Pharmaceuticals ETF (PJP) has been operational since 2005. Its net assets are $2 billion. Lilly forms 4% of the fund’s total assets. The total return over the last five years was over 34.6%.

Article continues below advertisement

SPDR S&P Pharmaceuticals ETF

The SPDR S&P Pharmaceuticals ETF (XPH) tracks an index that represents the pharmaceutical sub-industry portion of the S&P Total Markets Index.  The fund has been operational since 2006. XPH’s net assets are $1.17 billion. Lilly forms 2.9% of the fund’s total assets. The total return over the last five years was nearly 27%.

iShares US Pharmaceuticals Index Fund

The iShares US Pharmaceuticals Index Fund (IHE) has been operational since 2006. Its net assets are $930 million. Lilly forms 6% of the fund’s total assets. The total return over the last five years was nearly 26.8%.

VanEck Vectors Pharmaceutical ETF

The VanEck Vectors Pharmaceutical ETF (PPH) has been operational since 2011. PPH’s net assets are $390 million. Lilly forms 4.7% of the fund’s total assets. PPH also holds companies like Johnson & Johnson (JNJ), Novartis AG (NVS), and Pfizer (PFE). Over the last three years, the total return was over 22.6%.

Advertisement

More From Market Realist

    • CONNECT with Market Realist
    • Link to Facebook
    • Link to Twitter
    • Link to Instagram
    • Link to Email Subscribe
    Market Realist Logo
    Do Not Sell My Personal Information

    © Copyright 2021 Market Realist. Market Realist is a registered trademark. All Rights Reserved. People may receive compensation for some links to products and services on this website. Offers may be subject to change without notice.