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HEAL vs XPH

Global X HealthTech ETF vs State Street SPDR S&P Pharmaceuticals ETF

HEAL

Global X HealthTech ETF

Global X Funds

Annual cost

0.50%

Fund size

$25M

XPH

State Street SPDR S&P Pharmaceuticals ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$355M

Key differences

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

Side-by-side comparison

HEALXPH
Annual cost (TER)0.50%0.35%
Fund size (AUM)$25M$355M
Since20202006
Dividend yield0.38%0.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-20.2%+46.3%
CAGR 3Y-10.3%+13.8%
CAGR 5Y-14.0%+4.5%
Sharpe 3Y-0.460.57
Volatility 1Y21.71%21.29%
Max drawdown-65.76%-35.96%

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

Similar to HEAL and XPH