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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 +12.4% compared to -13.6%

HEAL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HEAL
$29M
Winner
SPY
$781B
Expense Ratio
HEAL
0.50%
Winner
SPY
0.09%
Max Drawdown
HEAL
65.87%
Winner
SPY
56.47%
Sharpe Ratio
HEAL
-0.82
Winner
SPY
1.12
5Y Beta
Winner
HEAL
0.95
SPY
1.00
P/E Ratio
Winner
HEAL
-1851.31
SPY
28.53
Forward P/E
HEAL
29.53
Winner
SPY
21.47
5Y Dividends CAGR
Winner
HEAL
38.09%
SPY
6.00%
5Y EPS CAGR
HEAL
N/A
SPY
25.58%
Debt to Equity
HEAL
54.46%
Winner
SPY
32.09%
P/S Ratio
Winner
HEAL
2.14
SPY
3.75
P/B Ratio
Winner
HEAL
4.40
SPY
5.64

HEAL vs SPY - Holdings Comparison

HEAL and SPY have 8 common holdings. Overlap is 0.40%

HEAL's top 25 holdings weight is 84.43%. SPY's top 25 holdings weight is 51.74%.

RankHEALSPY
#1
OSCAR HEALTH INC CLASS A (OSCR) - 5.98%
NVIDIA CORP (NVDA) - 7.89%
#2
PRO MEDICUS LTD (n/a) - 5.27%
APPLE INC (AAPL) - 7.37%
#3
IQVIA HOLDINGS INC (IQV) - 5.00%
MICROSOFT CORP (MSFT) - 4.50%
#4
HIMS & HERS HEALTH INC ORDINARY SHARES CLASS A (HIMS) - 4.87%
AMAZON.COM INC (AMZN) - 3.82%
#5
DEXCOM INC (DXCM) - 4.59%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
VEEVA SYSTEMS INC CLASS A (VEEV) - 4.28%
BROADCOM INC (AVGO) - 2.86%
#7
TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 4.05%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 3.83%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
KONINKLIJKE PHILIPS NV (n/a) - 3.80%
TESLA INC (TSLA) - 1.70%
#10
RESMED INC (RMD) - 3.58%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ALIGNMENT HEALTHCARE INC (ALHC) - 3.49%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
INSULET CORP (PODD) - 3.45%
ELI LILLY AND CO (LLY) - 1.40%
#13
WAYSTAR HOLDING CORP (WAY) - 3.24%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
IRHYTHM HOLDINGS INC (IRTC) - 3.22%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
INTUITIVE SURGICAL INC (ISRG) - 3.15%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
DEMANT AS (n/a) - 3.15%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
PRIVIA HEALTH GROUP INC (PRVA) - 2.80%
VISA INC CLASS A (V) - 0.90%
#18
HINGE HEALTH INC ORDINARY SHARES CLASS A (HNGE) - 2.62%
WALMART INC (WMT) - 0.76%
#19
TRANSMEDICS GROUP INC (TMDX) - 2.53%
INTEL CORP (INTC) - 0.75%
#20
DOXIMITY INC CLASS A (DOCS) - 2.43%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
ALIBABA HEALTH INFORMATION TECHNOLOGY LTD (n/a) - 2.32%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 1.96%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
ASTRANA HEALTH INC (ASTH) - 1.65%
ABBVIE INC (ABBV) - 0.66%
#24
LIFESTANCE HEALTH GROUP INC ORDINARY SHARES (LFST) - 1.61%
CATERPILLAR INC (CAT) - 0.65%
#25
CLOVER HEALTH INVESTMENTS CORP ORDINARY SHARES CLASS A (CLOV) - 1.56%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings42505

HEAL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HEAL
+0.80%
SPY
+0.63%
3M
HEAL
+3.82%
Winner
SPY
+4.46%
6M
HEAL
-11.84%
Winner
SPY
+7.67%
1Y
HEAL
-18.16%
Winner
SPY
+17.68%
5Y(CAGR)
HEAL
-13.59%
Winner
SPY
+12.42%
10Y(CAGR)
HEAL
N/A
SPY
+14.84%
Max(CAGR)
HEAL
-9.05%
Winner
SPY
+8.44%

HEAL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHEALSPY
2026-9.91%+8.63%
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 -61.00%. The current SPY drawdown is -2.57%.

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%0.50%
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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