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XHE vs IYH

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

XHE

State Street SPDR S&P Health Care Equipment ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$130M

IYH

iShares U.S. Healthcare ETF

iShares

Annual cost

0.38%

Fund size

$2.8B

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

XHEIYH
Annual cost (TER)0.35%0.38%
Fund size (AUM)$130M$2.8B
Since20112000
Dividend yield0.09%1.31%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+0.5%+16.1%
CAGR 3Y-5.6%+5.8%
CAGR 5Y-6.9%+4.8%
Sharpe 3Y-0.320.22
Volatility 1Y21.46%14.63%
Max drawdown-49.92%-28.40%

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

Similar to XHE and IYH