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FHLC vs XHE

Fidelity MSCI Health Care Index ETF vs State Street SPDR S&P Health Care Equipment ETF

FHLC

Fidelity MSCI Health Care Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$2.9B

XHE

State Street SPDR S&P Health Care Equipment ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$130M

Key differences

  • FHLC costs 0.27% less per year.
  • FHLC is significantly larger than XHE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FHLC has delivered higher annualized returns.

Side-by-side comparison

FHLCXHE
Annual cost (TER)0.08%0.35%
Fund size (AUM)$2.9B$130M
Since20132011
Dividend yield1.44%0.09%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+18.3%-0.3%
CAGR 3Y+6.3%-6.1%
CAGR 5Y+4.6%-7.4%
Sharpe 3Y0.26-0.34
Volatility 1Y14.22%21.53%
Max drawdown-28.76%-49.92%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FHLC and XHE