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XHE vs IXJ

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

XHE

State Street SPDR S&P Health Care Equipment ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$130M

IXJ

iShares Global Healthcare ETF

iShares

Annual cost

0.40%

Fund size

$3.6B

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

XHEIXJ
Annual cost (TER)0.35%0.40%
Fund size (AUM)$130M$3.6B
Since20112001
Dividend yield0.09%1.46%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+0.5%+13.6%
CAGR 3Y-5.6%+5.1%
CAGR 5Y-6.9%+4.6%
Sharpe 3Y-0.320.17
Volatility 1Y21.46%14.45%
Max drawdown-49.92%-27.35%

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

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