MSFO vs XHS
Comparison between YIELDMAX(R) MSFT OPTION INCOME STRATEGY ETF (MSFO, ETF) and STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE SERVICES ETF (XHS, ETF).
MSFO vs XHS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MSFO
$98M
XHS
$98M
Expense Ratio
MSFO
1.03%
Winner
XHS
0.35%
Max Drawdown
MSFO
52.10%
Winner
XHS
39.36%
Sharpe Ratio
MSFO
-0.39
Winner
XHS
0.91
5Y Beta
MSFO
0.76
Winner
XHS
0.60
P/E Ratio
MSFO
N/A
XHS
99.38
Forward P/E
MSFO
N/A
XHS
17.62
5Y Dividends CAGR
MSFO
N/A
XHS
5.34%
5Y EPS CAGR
MSFO
N/A
XHS
5.87%
Debt to Equity
MSFO
N/A
XHS
-114.97%
P/S Ratio
MSFO
N/A
XHS
0.54
P/B Ratio
MSFO
N/A
XHS
2.51
MSFO vs XHS - Holdings Comparison
MSFO and XHS have 0 common holdings. Overlap is 0.00%
MSFO's top 25 holdings weight is 1.91%. XHS's top 25 holdings weight is 55.40%.
| Rank | MSFO | XHS |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.91% | HUMANA INC (HUM) - 3.08% |
| #2 | N/A | CENTENE CORP (CNC) - 2.95% |
| #3 | N/A | CLOVER HEALTH INVESTMENTS CORP ORDINARY SHARES CLASS A (CLOV) - 2.63% |
| #4 | N/A | UNITEDHEALTH GROUP INC (UNH) - 2.48% |
| #5 | N/A | ASTRANA HEALTH INC (ASTH) - 2.48% |
| #6 | N/A | ELEVANCE HEALTH INC (ELV) - 2.42% |
| #7 | N/A | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 2.39% |
| #8 | N/A | PROGYNY INC (PGNY) - 2.39% |
| #9 | N/A | MOLINA HEALTHCARE INC (MOH) - 2.33% |
| #10 | N/A | DAVITA INC (DVA) - 2.31% |
| #11 | N/A | CVS HEALTH CORP (CVS) - 2.24% |
| #12 | N/A | AMN HEALTHCARE SERVICES INC (AMN) - 2.24% |
| #13 | N/A | PEDIATRIX MEDICAL GROUP INC (MD) - 2.13% |
| #14 | N/A | PACS GROUP INC (PACS) - 2.12% |
| #15 | N/A | THE CIGNA GROUP (CI) - 2.04% |
| #16 | N/A | CONCENTRA GROUP HOLDINGS PARENT INC (CON) - 2.03% |
| #17 | N/A | GUARDANT HEALTH INC (GH) - 2.02% |
| #18 | N/A | CORVEL CORP (CRVL) - 1.94% |
| #19 | N/A | ACADIA HEALTHCARE CO INC (ACHC) - 1.94% |
| #20 | N/A | LIFESTANCE HEALTH GROUP INC ORDINARY SHARES (LFST) - 1.94% |
| #21 | N/A | ENCOMPASS HEALTH CORP (EHC) - 1.91% |
| #22 | N/A | CHEMED CORP (CHE) - 1.86% |
| #23 | N/A | PRIVIA HEALTH GROUP INC (PRVA) - 1.86% |
| #24 | N/A | SURGERY PARTNERS INC (SGRY) - 1.84% |
| #25 | N/A | HEALTHEQUITY INC (HQY) - 1.83% |
| Total Holdings | 1 | 59 |
MSFO vs XHS - Historical Returns
Returns include dividend reinvestment.
1M
MSFO
+0.09%
Winner
XHS
+7.73%
3M
MSFO
+1.84%
Winner
XHS
+8.49%
6M
MSFO
-10.65%
Winner
XHS
+8.99%
1Y
MSFO
-7.22%
Winner
XHS
+19.97%
5Y(CAGR)
MSFO
N/A
XHS
+0.97%
10Y(CAGR)
MSFO
N/A
XHS
+7.62%
Max(CAGR)
MSFO
+11.14%
Winner
XHS
+12.00%
MSFO vs XHS - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | MSFO | XHS |
|---|---|---|
| 2026 | -9.15% | +8.71% |
| 2025 | +15.23% | +18.32% |
| 2024 | +11.85% | +0.55% |
| 2023 | +18.32% | +6.10% |
| 2022 | N/A | -20.48% |
| 2021 | N/A | +9.75% |
| 2020 | N/A | +34.25% |
| 2019 | N/A | +19.16% |
| 2018 | N/A | +0.70% |
| 2017 | N/A | +16.30% |
| 2016 | N/A | -7.08% |
| 2015 | N/A | +3.75% |
| 2014 | N/A | +25.76% |
| 2013 | N/A | +35.32% |
| 2012 | N/A | +22.06% |
| 2011 | N/A | +14.26% |
MSFO vs XHS Drawdown Comparison
The maximum drawdown for MSFO was -29.22%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for XHS was -39.32%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The current MSFO drawdown is -18.45%.
| Rank | MSFO | XHS |
|---|---|---|
| #1 | -29.22% Oct 28, 2025 - Mar 27, 2026 | -39.32% Feb 19, 2020 - Sep 2, 2020 |
| #2 | -19.13% Jul 5, 2024 - May 27, 2025 | -32.62% Jun 28, 2021 - May 27, 2026 |
| #3 | -7.30% Apr 11, 2024 - May 20, 2024 | -27.38% Aug 5, 2015 - Jan 22, 2018 |
| #4 | -6.81% Sep 14, 2023 - Oct 24, 2023 | -22.07% Sep 28, 2018 - Jan 15, 2020 |
| #5 | -6.35% Aug 4, 2025 - Oct 27, 2025 | -12.83% Apr 3, 2012 - Jul 18, 2012 |
| #6 | -3.72% Feb 8, 2024 - Mar 1, 2024 | -10.97% Feb 9, 2021 - Apr 23, 2021 |
| #7 | -3.65% Oct 25, 2023 - Nov 1, 2023 | -10.30% Jan 29, 2018 - May 18, 2018 |
| #8 | -3.35% May 24, 2024 - Jun 11, 2024 | -10.25% Sep 2, 2020 - Oct 5, 2020 |
| #9 | -2.73% Nov 28, 2023 - Dec 22, 2023 | -9.26% Oct 28, 2011 - Jan 11, 2012 |
| #10 | -2.48% Mar 4, 2024 - Mar 12, 2024 | -7.34% Sep 30, 2011 - Oct 11, 2011 |
| #11 | -2.01% Dec 29, 2023 - Jan 8, 2024 | -6.25% Jan 22, 2020 - Feb 11, 2020 |
| #12 | -1.70% Mar 22, 2024 - Apr 9, 2024 | -6.22% Jul 18, 2012 - Aug 27, 2012 |
| #13 | -1.58% Jul 31, 2025 - Aug 4, 2025 | -6.02% Sep 11, 2014 - Oct 28, 2014 |
| #14 | -1.43% Jan 29, 2024 - Feb 2, 2024 | -6.00% Apr 24, 2015 - May 22, 2015 |
| #15 | -1.23% Jun 30, 2025 - Jul 3, 2025 | -5.71% Oct 23, 2020 - Nov 3, 2020 |
Correlation
Correlation between MSFO and XHS is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.53
-101
Dividend Comparison (2011 - 2026)
MSFO vs XHS dividend yield comparison.
| Year | MSFO | XHS |
|---|---|---|
| 2026 | 16.72% | 0.04% |
| 2025 | 33.91% | 0.27% |
| 2024 | 35.15% | 0.38% |
| 2023 | 6.44% | 0.23% |
| 2022 | 0.00% | 0.19% |
| 2021 | 0.00% | 0.20% |
| 2020 | 0.00% | 0.23% |
| 2019 | 0.00% | 2.37% |
| 2018 | 0.00% | 0.34% |
| 2017 | 0.00% | 0.22% |
| 2016 | 0.00% | 0.28% |
| 2015 | 0.00% | 0.93% |
| 2014 | 0.00% | 1.17% |
| 2013 | 0.00% | 0.46% |
| 2012 | 0.00% | 4.12% |
| 2011 | 0.00% | 0.02% |
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