EFFE vs XHE
Comparison between HARBOR OSMOSIS EMERGING MARKETS RESOURCE EFFICIENT ETF (EFFE, ETF) and STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE EQUIPMENT ETF (XHE, ETF).
5-Year PerformanceEFFE has outperformed XHE, delivering a return of +1.5% compared to -7.5%
EFFE vs XHE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EFFE
$130M
XHE
$130M
Expense Ratio
EFFE
0.69%
Winner
XHE
0.35%
Max Drawdown
Winner
EFFE
33.56%
XHE
49.94%
Sharpe Ratio
Winner
EFFE
1.21
XHE
-0.08
5Y Beta
Winner
EFFE
0.75
XHE
0.87
P/E Ratio
EFFE
N/A
XHE
-20.00
Forward P/E
EFFE
N/A
XHE
15.47
5Y Dividends CAGR
EFFE
N/A
XHE
100.29%
5Y EPS CAGR
EFFE
N/A
XHE
7.72%
Debt to Equity
EFFE
N/A
XHE
-80.40%
P/S Ratio
EFFE
N/A
XHE
1.89
P/B Ratio
EFFE
N/A
XHE
2.41
EFFE vs XHE - Holdings Comparison
EFFE and XHE have 1 common holdings. Overlap is 0.00%
EFFE's top 25 holdings weight is 73.32%. XHE's top 25 holdings weight is 48.74%.
| Rank | EFFE | XHE |
|---|---|---|
| #1 | LG ELECTRONICS INC (n/a) - 5.39% | STAAR SURGICAL CO (STAA) - 2.81% |
| #2 | SK HYNIX INC (n/a) - 4.97% | NOVOCURE LTD (NVCR) - 2.56% |
| #3 | LENOVO GROUP LTD (n/a) - 4.95% | GLAUKOS CORP (GKOS) - 2.34% |
| #4 | ALCHIP TECHNOLOGIES LTD (n/a) - 3.74% | AXOGEN INC (AXGN) - 2.24% |
| #5 | ACCTON TECHNOLOGY CORP (n/a) - 3.68% | AVANOS MEDICAL INC (AVNS) - 2.12% |
| #6 | WIWYNN CORP ORDINARY SHARES (n/a) - 3.55% | LANTHEUS HOLDINGS INC (LNTH) - 2.06% |
| #7 | KIA CORP (n/a) - 3.38% | OMNICELL INC (OMCL) - 2.06% |
| #8 | WISTRON CORP (n/a) - 3.35% | LIVANOVA PLC (LIVN) - 2.03% |
| #9 | n/a (n/a) - 3.31% | TELEFLEX INC (TFX) - 2.03% |
| #10 | QUANTA COMPUTER INC (n/a) - 3.18% | SOLVENTUM CORP (SOLV) - 1.96% |
| #11 | XIAOMI CORP CLASS B (n/a) - 3.17% | n/a (BFLY) - 1.92% |
| #12 | CMOC GROUP LTD CLASS A (n/a) - 2.98% | INTEGRA LIFESCIENCES HOLDINGS CORP (IART) - 1.87% |
| #13 | SAMSUNG C&T CORP (n/a) - 2.55% | UFP TECHNOLOGIES INC (UFPT) - 1.86% |
| #14 | KUNLUN ENERGY CO LTD (n/a) - 2.42% | ENOVIS CORP (ENOV) - 1.85% |
| #15 | n/a (n/a) - 2.40% | PROCEPT BIOROBOTICS CORP (PRCT) - 1.82% |
| #16 | ASIAN PAINTS LTD (n/a) - 2.38% | MASIMO CORP (MASI) - 1.80% |
| #17 | BANK OF CHINA LTD CLASS H (n/a) - 2.33% | STRIVE INC CLASS A (ASST) - 1.79% |
| #18 | GIGABYTE TECHNOLOGY CO LTD (n/a) - 2.29% | INTEGER HOLDINGS CORP (ITGR) - 1.76% |
| #19 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.26% | BAXTER INTERNATIONAL INC (BAX) - 1.75% |
| #20 | TIM SA ORDINARY SHARES (n/a) - 2.06% | IRHYTHM HOLDINGS INC (IRTC) - 1.74% |
| #21 | BHARTI AIRTEL LTD (n/a) - 1.93% | PENUMBRA INC (PEN) - 1.70% |
| #22 | OIL & NATURAL GAS CORP LTD (n/a) - 1.82% | STERIS PLC (STE) - 1.68% |
| #23 | VODACOM GROUP LTD (n/a) - 1.81% | ALIGN TECHNOLOGY INC (ALGN) - 1.67% |
| #24 | n/a (n/a) - 1.78% | EDWARDS LIFESCIENCES CORP (EW) - 1.66% |
| #25 | SAUDI ARABIAN OIL CO (n/a) - 1.64% | CONMED CORP (CNMD) - 1.66% |
| Total Holdings | 96 | 69 |
EFFE vs XHE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFFE
+5.21%
XHE
+0.70%
3M
Winner
EFFE
+15.75%
XHE
-4.11%
6M
Winner
EFFE
+15.74%
XHE
-9.51%
1Y
Winner
EFFE
+30.43%
XHE
-0.93%
5Y(CAGR)
Winner
EFFE
+1.48%
XHE
-7.55%
10Y(CAGR)
EFFE
+2.70%
Winner
XHE
+6.00%
Max(CAGR)
EFFE
+2.23%
Winner
XHE
+8.80%
EFFE vs XHE - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | EFFE | XHE |
|---|---|---|
| 2026 | +15.85% | -7.64% |
| 2025 | +22.70% | -0.75% |
| 2024 | -0.84% | +6.09% |
| 2023 | N/A | -5.73% |
| 2022 | N/A | -24.77% |
| 2021 | N/A | +3.60% |
| 2020 | N/A | +32.76% |
| 2019 | +5.04% | +24.69% |
| 2018 | -4.76% | +7.34% |
| 2017 | +14.12% | +30.33% |
| 2016 | +11.36% | +15.86% |
| 2015 | -9.58% | +10.94% |
| 2014 | +4.43% | +17.45% |
| 2013 | N/A | +34.35% |
| 2012 | N/A | +12.28% |
| 2011 | N/A | -1.58% |
EFFE vs XHE Drawdown Comparison
The maximum drawdown for EFFE was -32.35%, occurring on Apr 8, 2025. Recovery took 703 trading sessions.
The maximum drawdown for XHE was -49.92%, occurring on Oct 30, 2023. This drawdown has not yet recovered.
The current EFFE drawdown is -8.81%. The current XHE drawdown is -39.27%.
| Rank | EFFE | XHE |
|---|---|---|
| #1 | -32.35% Jan 26, 2018 - May 5, 2026 | -49.92% Sep 2, 2021 - Oct 30, 2023 |
| #2 | -15.96% Mar 23, 2015 - Apr 25, 2017 | -34.17% Feb 19, 2020 - Jul 2, 2020 |
| #3 | -8.81% Jun 2, 2026 - Jun 5, 2026 | -27.37% Sep 13, 2018 - Jan 22, 2020 |
| #4 | -7.24% May 14, 2026 - May 26, 2026 | -22.05% Jul 7, 2011 - May 1, 2012 |
| #5 | -5.27% Sep 11, 2017 - Dec 26, 2017 | -20.04% Jul 22, 2015 - Jun 7, 2016 |
| #6 | -3.55% Nov 26, 2014 - Dec 22, 2014 | -11.92% Sep 7, 2016 - Feb 9, 2017 |
| #7 | -3.47% Feb 5, 2015 - Mar 18, 2015 | -11.24% Feb 12, 2021 - Jun 24, 2021 |
| #8 | -1.84% Apr 26, 2017 - May 30, 2017 | -10.41% Oct 3, 2012 - Jan 25, 2013 |
| #9 | -1.63% May 11, 2026 - May 14, 2026 | -10.13% Jan 29, 2018 - Mar 9, 2018 |
| #10 | -1.48% Jun 19, 2017 - Jul 14, 2017 | -9.42% May 2, 2012 - Jun 29, 2012 |
| #11 | -1.41% May 26, 2026 - May 29, 2026 | -9.25% Mar 4, 2014 - Oct 29, 2014 |
| #12 | -1.31% Dec 28, 2017 - Jan 5, 2018 | -8.30% Jul 3, 2012 - Sep 6, 2012 |
| #13 | -1.20% May 6, 2026 - May 8, 2026 | -6.97% Aug 5, 2020 - Oct 7, 2020 |
| #14 | -0.85% Dec 29, 2014 - Jan 8, 2015 | -6.92% Jun 25, 2021 - Aug 31, 2021 |
| #15 | -0.81% Jan 16, 2018 - Jan 23, 2018 | -6.51% Jan 16, 2014 - Mar 4, 2014 |
Correlation
Correlation between EFFE and XHE is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.46
-101
Dividend Comparison (2011 - 2025)
EFFE vs XHE dividend yield comparison.
| Year | EFFE | XHE |
|---|---|---|
| 2025 | 4.69% | 0.08% |
| 2024 | 0.00% | 0.04% |
| 2023 | 0.00% | 0.03% |
| 2022 | 0.00% | 0.04% |
| 2021 | 0.00% | 0.00% |
| 2019 | 0.00% | 0.05% |
| 2018 | 1.82% | 0.09% |
| 2017 | 3.90% | 0.78% |
| 2016 | 1.76% | 0.17% |
| 2015 | 4.68% | 7.22% |
| 2014 | 0.61% | 1.83% |
| 2013 | 0.00% | 0.19% |
| 2012 | 0.00% | 2.03% |
| 2011 | 0.00% | 0.45% |
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