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HEAL vs SPY

Comparison between GLOBAL X HEALTHTECH ETF (HEAL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HEAL, delivering a return of +13.3% compared to -14.3%

HEAL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HEAL
$25M
Winner
SPY
$735B
Expense Ratio
HEAL
0.50%
Winner
SPY
0.09%
Max Drawdown
HEAL
65.87%
Winner
SPY
56.47%
Sharpe Ratio
HEAL
-1.08
Winner
SPY
1.62
5Y Beta
Winner
HEAL
0.95
SPY
1.00
P/E Ratio
HEAL
569.02
Winner
SPY
28.99
Forward P/E
HEAL
28.00
Winner
SPY
22.37
5Y Dividends CAGR
Winner
HEAL
38.09%
SPY
5.43%
5Y EPS CAGR
HEAL
N/A
SPY
26.05%
Debt to Equity
HEAL
46.91%
Winner
SPY
32.40%
P/S Ratio
Winner
HEAL
2.04
SPY
3.74
P/B Ratio
Winner
HEAL
4.05
SPY
5.61

HEAL vs SPY - Holdings Comparison

HEAL and SPY have 8 common holdings. Overlap is 0.48%

HEAL's top 25 holdings weight is 83.31%. SPY's top 25 holdings weight is 52.37%.

RankHEALSPY
#1
DEXCOM INC (DXCM) - 4.88%
NVIDIA CORP (NVDA) - 8.10%
#2
OSCAR HEALTH INC CLASS A (OSCR) - 4.64%
APPLE INC (AAPL) - 7.02%
#3
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 4.39%
MICROSOFT CORP (MSFT) - 4.79%
#4
IQVIA HOLDINGS INC (IQV) - 4.29%
AMAZON.COM INC (AMZN) - 4.02%
#5
KONINKLIJKE PHILIPS NV (n/a) - 4.25%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
RESMED INC (RMD) - 4.22%
BROADCOM INC (AVGO) - 3.10%
#7
MASIMO CORP (MASI) - 4.17%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
INTUITIVE SURGICAL INC (ISRG) - 3.97%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
PRO MEDICUS LTD (n/a) - 3.88%
TESLA INC (TSLA) - 1.89%
#10
VEEVA SYSTEMS INC CLASS A (VEEV) - 3.84%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
INSULET CORP (PODD) - 3.67%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
HIMS & HERS HEALTH INC ORDINARY SHARES CLASS A (HIMS) - 3.64%
ELI LILLY AND CO (LLY) - 1.31%
#13
IRHYTHM HOLDINGS INC (IRTC) - 3.60%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 3.54%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
WAYSTAR HOLDING CORP (WAY) - 3.17%
EXXON MOBIL CORP (XOM) - 0.97%
#16
DEMANT AS (n/a) - 3.09%
INTEL CORP (INTC) - 0.90%
#17
ALIBABA HEALTH INFORMATION TECHNOLOGY LTD (n/a) - 2.91%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
ALIGNMENT HEALTHCARE INC (ALHC) - 2.90%
VISA INC CLASS A (V) - 0.85%
#19
TRANSMEDICS GROUP INC (TMDX) - 2.62%
WALMART INC (WMT) - 0.81%
#20
PRIVIA HEALTH GROUP INC (PRVA) - 2.43%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
DOXIMITY INC CLASS A (DOCS) - 2.39%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
HEARTFLOW INC (HTFL) - 1.87%
CATERPILLAR INC (CAT) - 0.66%
#23
HINGE HEALTH INC ORDINARY SHARES CLASS A (HNGE) - 1.71%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
OMNICELL INC (OMCL) - 1.62%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 1.62%
ABBVIE INC (ABBV) - 0.58%
Total Holdings43505

HEAL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
HEAL
+0.42%
Winner
SPY
+1.90%
3M
HEAL
-3.41%
Winner
SPY
+8.55%
6M
HEAL
-19.04%
Winner
SPY
+8.18%
1Y
HEAL
-21.00%
Winner
SPY
+25.79%
5Y(CAGR)
HEAL
-14.32%
Winner
SPY
+13.32%
10Y(CAGR)
HEAL
N/A
SPY
+15.19%
Max(CAGR)
HEAL
-9.95%
Winner
SPY
+8.47%

HEAL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHEALSPY
2026-13.92%+8.26%
2025-0.82%+18.00%
2024-1.50%+25.59%
2023-12.76%+26.72%
2022-29.86%-18.64%
2021-13.99%+30.52%
2020+23.87%+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

HEAL vs SPY Drawdown Comparison

The maximum drawdown for HEAL was -65.76%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current HEAL drawdown is -62.73%. The current SPY drawdown is -2.90%.

RankHEALSPY
#1-65.76%
Feb 12, 2021 - Mar 30, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-8.95%
Oct 13, 2020 - Nov 20, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.29%
Sep 2, 2020 - Oct 5, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.44%
Jan 25, 2021 - Feb 8, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-4.34%
Aug 6, 2020 - Aug 20, 2020		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.64%
Dec 23, 2020 - Jan 7, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.48%
Aug 20, 2020 - Aug 31, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.37%
Dec 10, 2020 - Dec 17, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.30%
Dec 1, 2020 - Dec 8, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.25%
Nov 23, 2020 - Nov 27, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.89%
Jan 8, 2021 - Jan 12, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.68%
Jan 14, 2021 - Jan 19, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.65%
Jan 20, 2021 - Jan 22, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.54%
Dec 8, 2020 - Dec 10, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.32%
Feb 9, 2021 - Feb 11, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HEAL and SPY is -0.63 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.63
-101

Dividend Comparison (1999 - 2026)

HEAL vs SPY dividend yield comparison.

YearHEALSPY
20260.00%0.24%
20250.33%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.03%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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