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IYH vs XHE

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

IYH

iShares U.S. Healthcare ETF

iShares

Annual cost

0.38%

Fund size

$2.8B

XHE

State Street SPDR S&P Health Care Equipment ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$130M

Key differences

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

Side-by-side comparison

IYHXHE
Annual cost (TER)0.38%0.35%
Fund size (AUM)$2.8B$130M
Since20002011
Dividend yield1.31%0.09%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+16.1%-0.3%
CAGR 3Y+5.8%-6.1%
CAGR 5Y+4.8%-7.4%
Sharpe 3Y0.22-0.34
Volatility 1Y14.63%21.53%
Max drawdown-28.40%-49.92%

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

Similar to IYH and XHE