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HEAL vs XHE

Global X HealthTech ETF vs State Street SPDR S&P Health Care Equipment ETF

HEAL

Global X HealthTech ETF

Global X Funds

Annual cost

0.50%

Fund size

$25M

XHE

State Street SPDR S&P Health Care Equipment ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$130M

Key differences

  • XHE costs 0.15% less per year.
  • XHE is significantly larger than HEAL — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, XHE has delivered higher annualized returns.
  • XHE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HEALXHE
Annual cost (TER)0.50%0.35%
Fund size (AUM)$25M$130M
Since20202011
Dividend yield0.38%0.09%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-20.2%+0.5%
CAGR 3Y-10.3%-5.6%
CAGR 5Y-14.0%-6.9%
Sharpe 3Y-0.46-0.32
Volatility 1Y21.71%21.46%
Max drawdown-65.76%-49.92%

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

Similar to HEAL and XHE