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HEAL vs XLV

Global X HealthTech ETF vs State Street Health Care Select Sector SPDR ETF

HEAL

Global X HealthTech ETF

Global X Funds

Annual cost

0.50%

Fund size

$25M

XLV

State Street Health Care Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$37.9B

Key differences

  • XLV costs 0.42% less per year.
  • XLV is significantly larger than HEAL — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, XLV has delivered higher annualized returns.
  • XLV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HEALXLV
Annual cost (TER)0.50%0.08%
Fund size (AUM)$25M$37.9B
Since20201998
Dividend yield0.38%1.72%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-20.2%+15.9%
CAGR 3Y-10.3%+6.3%
CAGR 5Y-14.0%+5.7%
Sharpe 3Y-0.460.26
Volatility 1Y21.71%14.55%
Max drawdown-65.76%-28.40%

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

Similar to HEAL and XLV