FXY vs XPH

Comparison between Invesco CurrencyShares Japanese Yen Trust (FXY, ETF) and STATE STREET(R) SPDR(R) S&P(R) PHARMACEUTICALS ETF (XPH, ETF).

5-Year PerformanceXPH has outperformed FXY, delivering a return of +7.2% compared to -8.0%

FXY vs XPH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FXY(ETF)	XPH(ETF)
Net Assets	$431M	$428M
Expense Ratio	0.40%	0.35%
Max Drawdown	56.78%	52.72%
Sharpe Ratio	-1.64	2.15
5Y Beta	-0.12	0.75
P/E Ratio	N/A	-23.50
Forward P/E	N/A	10.31
5Y Dividends CAGR	N/A	5.58%
Debt to Equity	N/A	-615.82%
P/S Ratio	N/A	2.71
P/B Ratio	N/A	3.87

Net Assets

Winner

FXY

$431M

XPH

$428M

Expense Ratio

FXY

0.40%

Winner

XPH

0.35%

Max Drawdown

FXY

56.78%

Winner

XPH

52.72%

Sharpe Ratio

FXY

-1.64

Winner

XPH

2.15

5Y Beta

Winner

FXY

-0.12

XPH

0.75

P/E Ratio

FXY

N/A

XPH

-23.50

Forward P/E

FXY

N/A

XPH

10.31

5Y Dividends CAGR

FXY

N/A

XPH

5.58%

Debt to Equity

FXY

N/A

XPH

-615.82%

P/S Ratio

FXY

N/A

XPH

2.71

P/B Ratio

FXY

N/A

XPH

3.87

FXY vs XPH - Historical Returns

Returns include dividend reinvestment.

Period	FXY	XPH
1 month	-1.00%	+10.71%
3 months	-2.23%	+18.95%
6 months	-3.19%	+20.84%
1 year	-10.02%	+64.32%
5 years(CAGR)	-8.01%	+7.15%
10 years(CAGR)	-4.75%	+5.25%
Max(CAGR)	-1.97%	+9.45%

FXY

-1.00%

Winner

XPH

+10.71%

FXY

-2.23%

Winner

XPH

+18.95%

FXY

-3.19%

Winner

XPH

+20.84%

FXY

-10.02%

Winner

XPH

+64.32%

5Y(CAGR)

FXY

-8.01%

Winner

XPH

+7.15%

10Y(CAGR)

FXY

-4.75%

Winner

XPH

+5.25%

Max(CAGR)

FXY

-1.97%

Winner

XPH

+9.45%

FXY vs XPH - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	FXY	XPH
2026	-4.05%	+24.81%
2025	+0.20%	+32.67%
2024	-10.24%	+4.80%
2023	-7.66%	+3.85%
2022	-12.55%	-10.72%
2021	-10.98%	-9.89%
2020	+4.51%	+14.99%
2019	-0.25%	+24.63%
2018	+1.92%	-16.41%
2017	+3.99%	+9.20%
2016	+1.78%	-21.50%
2015	-0.11%	+1.71%
2014	-12.91%	+30.23%
2013	-17.46%	+58.86%
2012	-12.01%	+10.07%
2011	+5.79%	+11.81%
2010	+13.59%	+19.70%
2009	-1.09%	+25.21%
2008	+20.73%	-8.06%
2007	+8.36%	-1.40%
2006	N/A	+11.12%

FXY vs XPH Drawdown Comparison

The maximum drawdown for FXY was -56.78%, occurring on Jul 21, 2026. This drawdown has not yet recovered.

The maximum drawdown for XPH was -48.04%, occurring on Mar 23, 2020. Recovery took 2621 trading sessions.

The current FXY drawdown is -56.78%. The current XPH drawdown is -1.84%.

Rank	FXY	XPH
#1	-56.78% Oct 28, 2011 - Jul 21, 2026	-48.04% Jul 22, 2015 - Dec 22, 2025
#2	-13.65% Dec 17, 2008 - Nov 27, 2009	-35.26% May 9, 2007 - Oct 14, 2009
#3	-12.05% Mar 17, 2008 - Oct 23, 2008	-17.59% Jul 7, 2011 - Jan 9, 2012
#4	-8.76% Nov 30, 2009 - Aug 3, 2010	-14.50% Mar 5, 2014 - Jun 20, 2014
#5	-7.63% Mar 17, 2011 - Jul 20, 2011	-13.17% Sep 18, 2012 - Feb 19, 2013
#6	-6.54% Mar 5, 2007 - Aug 16, 2007	-11.97% Feb 25, 2026 - Apr 17, 2026
#7	-6.40% Nov 26, 2007 - Jan 15, 2008	-10.95% Apr 5, 2010 - Sep 13, 2010
#8	-6.30% Oct 27, 2008 - Dec 1, 2008	-10.85% Jul 3, 2014 - Sep 17, 2014
#9	-4.53% Oct 29, 2010 - Mar 16, 2011	-10.60% Mar 19, 2015 - Jul 14, 2015
#10	-3.62% Sep 7, 2007 - Nov 7, 2007	-9.08% Oct 15, 2009 - Nov 23, 2009
#11	-3.21% Sep 14, 2010 - Oct 6, 2010	-8.24% May 6, 2026 - Jun 18, 2026
#12	-2.69% Jul 29, 2011 - Aug 9, 2011	-7.03% Sep 24, 2014 - Oct 28, 2014
#13	-1.91% Aug 16, 2007 - Sep 7, 2007	-6.73% Feb 20, 2007 - Apr 12, 2007
#14	-1.87% Feb 15, 2007 - Feb 27, 2007	-6.56% Jan 18, 2011 - Apr 4, 2011
#15	-1.80% Jan 30, 2008 - Feb 27, 2008	-6.43% Apr 27, 2012 - Jun 19, 2012

Correlation

Correlation between FXY and XPH is -0.70 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.70

-101