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XHE vs SPXV

State Street SPDR S&P Health Care Equipment ETF vs ProShares S&P 500 ex-Health Care ETF

XHE

State Street SPDR S&P Health Care Equipment ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$130M

SPXV

ProShares S&P 500 ex-Health Care ETF

ProShares

Annual cost

0.09%

Fund size

$38M

Key differences

  • SPXV costs 0.26% less per year.
  • XHE is significantly larger than SPXV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPXV has delivered higher annualized returns.

Side-by-side comparison

XHESPXV
Annual cost (TER)0.35%0.09%
Fund size (AUM)$130M$38M
Since20112015
Dividend yield0.09%0.94%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+0.5%+30.7%
CAGR 3Y-5.6%+25.4%
CAGR 5Y-6.9%+15.0%
Sharpe 3Y-0.321.29
Volatility 1Y21.46%12.82%
Max drawdown-49.92%-34.34%

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

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