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IXJ vs XHE

iShares Global Healthcare ETF vs State Street SPDR S&P Health Care Equipment ETF

IXJ

iShares Global Healthcare ETF

iShares

Annual cost

0.40%

Fund size

$3.6B

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 0.05% less per year.
  • IXJ is significantly larger than XHE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IXJ has delivered higher annualized returns.
  • IXJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IXJXHE
Annual cost (TER)0.40%0.35%
Fund size (AUM)$3.6B$130M
Since20012011
Dividend yield1.46%0.09%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.4%-0.3%
CAGR 3Y+4.7%-6.1%
CAGR 5Y+4.5%-7.4%
Sharpe 3Y0.15-0.34
Volatility 1Y14.46%21.53%
Max drawdown-27.35%-49.92%

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

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