DUNK vs XHE
Comparison between Dana Unconstrained Equity ETF (DUNK, ETF) and STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE EQUIPMENT ETF (XHE, ETF).
DUNK vs XHE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DUNK
$152M
XHE
$151M
Expense Ratio
DUNK
0.75%
Winner
XHE
0.35%
Max Drawdown
Winner
DUNK
25.64%
XHE
49.94%
Sharpe Ratio
DUNK
0.10
Winner
XHE
0.48
5Y Beta
DUNK
1.06
Winner
XHE
0.86
P/E Ratio
DUNK
51.57
Winner
XHE
-19.93
Forward P/E
DUNK
32.52
Winner
XHE
15.87
PEG Ratio
DUNK
0.91
XHE
N/A
5Y Dividends CAGR
DUNK
N/A
XHE
100.29%
5Y EPS CAGR
Winner
DUNK
40.48%
XHE
8.49%
Debt to Equity
DUNK
28.66%
Winner
XHE
-156.21%
P/S Ratio
DUNK
8.86
Winner
XHE
2.12
P/B Ratio
DUNK
11.74
Winner
XHE
2.60
DUNK vs XHE - Holdings Comparison
DUNK and XHE have 1 common holdings. Overlap is -0.34%
DUNK's top 25 holdings weight is 100.35%. XHE's top 25 holdings weight is 44.83%.
| Rank | DUNK | XHE |
|---|---|---|
| #1 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 11.88% | n/a (BFLY) - 2.17% |
| #2 | DATADOG INC CLASS A (DDOG) - 8.68% | QUIDELORTHO CORP (QDEL) - 2.04% |
| #3 | SERVICENOW INC (NOW) - 8.37% | GLAUKOS CORP (GKOS) - 1.99% |
| #4 | AMAZON.COM INC (AMZN) - 7.54% | ATRICURE INC (ATRC) - 1.95% |
| #5 | MICROSOFT CORP (MSFT) - 7.14% | OMNICELL INC (OMCL) - 1.89% |
| #6 | NVIDIA CORP (NVDA) - 7.04% | DENTSPLY SIRONA INC (XRAY) - 1.87% |
| #7 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 5.86% | INSPIRE MEDICAL SYSTEMS INC (INSP) - 1.86% |
| #8 | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 5.85% | ARTIVION INC (AORT) - 1.84% |
| #9 | ELI LILLY AND CO (LLY) - 5.09% | ALPHATEC HOLDINGS INC (ATEC) - 1.81% |
| #10 | VISA INC CLASS A (V) - 5.04% | LEMAITRE VASCULAR INC (LMAT) - 1.76% |
| #11 | UBER TECHNOLOGIES INC (UBER) - 4.94% | MEDLINE INC ORDINARY SHARES CLASS A (MDLN) - 1.75% |
| #12 | META PLATFORMS INC CLASS A (META) - 4.67% | IRHYTHM HOLDINGS INC (IRTC) - 1.75% |
| #13 | ALPHABET INC CLASS A (GOOGL) - 4.55% | EDWARDS LIFESCIENCES CORP (EW) - 1.74% |
| #14 | MASTERCARD INC CLASS A (MA) - 2.94% | UFP TECHNOLOGIES INC (UFPT) - 1.73% |
| #15 | BROADCOM INC (AVGO) - 2.74% | ICU MEDICAL INC (ICUI) - 1.73% |
| #16 | LAM RESEARCH CORP (LRCX) - 2.09% | ENOVIS CORP (ENOV) - 1.72% |
| #17 | ANALOG DEVICES INC (ADI) - 1.55% | BAXTER INTERNATIONAL INC (BAX) - 1.72% |
| #18 | SPOTIFY TECHNOLOGY SA (SPOT) - 1.54% | ENVISTA HOLDINGS CORP ORDINARY SHARES (NVST) - 1.71% |
| #19 | ADVANCED MICRO DEVICES INC (AMD) - 1.31% | LANTHEUS HOLDINGS INC (LNTH) - 1.70% |
| #20 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.73% | ABBOTT LABORATORIES (ABT) - 1.70% |
| #21 | US DOLLARS (n/a) - 0.33% | MERIT MEDICAL SYSTEMS INC (MMSI) - 1.69% |
| #22 | EOG RESOURCES INC (EOG) - 0.19% | RESMED INC (RMD) - 1.69% |
| #23 | VIKING THERAPEUTICS INC (VKTX) - 0.19% | STRYKER CORP (SYK) - 1.68% |
| #24 | GE AEROSPACE (GE) - 0.05% | LIVANOVA PLC (LIVN) - 1.68% |
| #25 | ADOBE INC (ADBE) - 0.04% | INSULET CORP (PODD) - 1.66% |
| Total Holdings | 26 | 70 |
DUNK vs XHE - Historical Returns
Returns include dividend reinvestment.
1M
DUNK
+7.16%
Winner
XHE
+7.70%
3M
Winner
DUNK
+15.49%
XHE
+5.26%
6M
Winner
DUNK
+11.24%
XHE
-3.51%
1Y
DUNK
+3.08%
Winner
XHE
+13.06%
5Y(CAGR)
DUNK
N/A
XHE
-7.18%
10Y(CAGR)
DUNK
N/A
XHE
+5.86%
Max(CAGR)
DUNK
+3.66%
Winner
XHE
+9.21%
DUNK vs XHE - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | DUNK | XHE |
|---|---|---|
| 2026 | +6.37% | -1.08% |
| 2025 | -1.72% | -0.75% |
| 2024 | N/A | +6.09% |
| 2023 | N/A | -5.73% |
| 2022 | N/A | -24.77% |
| 2021 | N/A | +3.60% |
| 2020 | N/A | +32.76% |
| 2019 | N/A | +24.69% |
| 2018 | N/A | +7.34% |
| 2017 | N/A | +30.33% |
| 2016 | N/A | +15.86% |
| 2015 | N/A | +10.94% |
| 2014 | N/A | +17.45% |
| 2013 | N/A | +34.35% |
| 2012 | N/A | +12.28% |
| 2011 | N/A | -1.58% |
DUNK vs XHE Drawdown Comparison
The maximum drawdown for DUNK was -25.64%, occurring on Mar 27, 2026. Recovery took 147 trading sessions.
The maximum drawdown for XHE was -49.92%, occurring on Oct 30, 2023. This drawdown has not yet recovered.
The current DUNK drawdown is -4.84%. The current XHE drawdown is -34.96%.
| Rank | DUNK | XHE |
|---|---|---|
| #1 | -25.64% Oct 28, 2025 - Jun 1, 2026 | -49.92% Sep 2, 2021 - Oct 30, 2023 |
| #2 | -12.38% Jun 1, 2026 - Jun 25, 2026 | -34.17% Feb 19, 2020 - Jul 2, 2020 |
| #3 | -3.00% Oct 9, 2025 - Oct 27, 2025 | -27.37% Sep 13, 2018 - Jan 22, 2020 |
| #4 | -1.98% Sep 22, 2025 - Oct 6, 2025 | -22.05% Jul 7, 2011 - May 1, 2012 |
| #5 | -0.42% Oct 6, 2025 - Oct 8, 2025 | -20.04% Jul 22, 2015 - Jun 7, 2016 |
| #6 | -0.08% Sep 16, 2025 - Sep 18, 2025 | -11.92% Sep 7, 2016 - Feb 9, 2017 |
| #7 | N/A | -11.24% Feb 12, 2021 - Jun 24, 2021 |
| #8 | N/A | -10.41% Oct 3, 2012 - Jan 25, 2013 |
| #9 | N/A | -10.13% Jan 29, 2018 - Mar 9, 2018 |
| #10 | N/A | -9.42% May 2, 2012 - Jun 29, 2012 |
| #11 | N/A | -9.25% Mar 4, 2014 - Oct 29, 2014 |
| #12 | N/A | -8.30% Jul 3, 2012 - Sep 6, 2012 |
| #13 | N/A | -6.97% Aug 5, 2020 - Oct 7, 2020 |
| #14 | N/A | -6.92% Jun 25, 2021 - Aug 31, 2021 |
| #15 | N/A | -6.51% Jan 16, 2014 - Mar 4, 2014 |
Correlation
Correlation between DUNK and XHE is 0.03 which considered as a very weak or no correlation - the stocks move independently of each other.
0.03
-101
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