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HEAL vs SPXV

Global X HealthTech ETF vs ProShares S&P 500 ex-Health Care ETF

HEAL

Global X HealthTech ETF

Annual cost

0.50%

Fund size

$25M

SPXV

ProShares S&P 500 ex-Health Care ETF

Annual cost

0.09%

Fund size

$38M

Key differences

  • SPXV costs 0.41% less per year.
  • Over the last 3 years, SPXV has delivered higher annualized returns.
  • SPXV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HEALSPXV
Annual cost (TER)0.50%0.09%
Fund size (AUM)$25M$38M
Since20202015
Dividend yield0.38%0.94%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-20.0%+32.4%
CAGR 3Y-10.4%+25.2%
CAGR 5Y-14.5%+15.4%
Sharpe 3Y-0.471.28
Volatility 1Y21.70%12.80%
Max drawdown-65.76%-34.34%

Similar to HEAL and SPXV