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IHF vs XHE

iShares U.S. Healthcare Providers ETF vs State Street SPDR S&P Health Care Equipment ETF

IHF

iShares U.S. Healthcare Providers ETF

iShares

Annual cost

0.38%

Fund size

$777M

XHE

State Street SPDR S&P Health Care Equipment ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$130M

Key differences

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

Side-by-side comparison

IHFXHE
Annual cost (TER)0.38%0.35%
Fund size (AUM)$777M$130M
Since20062011
Dividend yield1.11%0.09%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+10.4%-0.3%
CAGR 3Y+1.4%-6.1%
CAGR 5Y-0.2%-7.4%
Sharpe 3Y-0.01-0.34
Volatility 1Y21.54%21.53%
Max drawdown-35.23%-49.92%

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

Similar to IHF and XHE