XHE vs APLY

Comparison between STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE EQUIPMENT ETF (XHE, ETF) and YIELDMAX(R) AAPL OPTION INCOME STRATEGY ETF (APLY, ETF).

XHE vs APLY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XHE(ETF)	APLY(ETF)
Net Assets	$127M	$127M
Expense Ratio	0.35%	1.04%
Max Drawdown	49.94%	49.96%
Sharpe Ratio	-0.12	1.37
5Y Beta	0.87	0.95
P/E Ratio	-20.06	N/A
Forward P/E	15.40	N/A
5Y Dividends CAGR	100.29%	N/A
5Y EPS CAGR	7.52%	N/A
Debt to Equity	-74.96%	N/A
P/S Ratio	1.95	N/A
P/B Ratio	2.52	N/A

Net Assets

XHE

$127M

APLY

$127M

Expense Ratio

Winner

XHE

0.35%

APLY

1.04%

Max Drawdown

Winner

XHE

49.94%

APLY

49.96%

Sharpe Ratio

XHE

-0.12

Winner

APLY

1.37

5Y Beta

Winner

XHE

0.87

APLY

0.95

P/E Ratio

XHE

-20.06

APLY

N/A

Forward P/E

XHE

15.40

APLY

N/A

5Y Dividends CAGR

XHE

100.29%

APLY

N/A

5Y EPS CAGR

XHE

7.52%

APLY

N/A

Debt to Equity

XHE

-74.96%

APLY

N/A

P/S Ratio

XHE

1.95

APLY

N/A

P/B Ratio

XHE

2.52

APLY

N/A

XHE vs APLY - Holdings Comparison

XHE and APLY have 0 common holdings. Overlap is 0.00%

XHE's top 25 holdings weight is 49.16%. APLY's top 25 holdings weight is 2.47%.

Rank	XHE	APLY
#1	STAAR SURGICAL CO (STAA) - 2.87%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.53%
#2	NOVOCURE LTD (NVCR) - 2.23%	APPLE INC (AAPL) - -0.06%
#3	AXOGEN INC (AXGN) - 2.18%	N/A
#4	AVANOS MEDICAL INC (AVNS) - 2.16%	N/A
#5	INTEGRA LIFESCIENCES HOLDINGS CORP (IART) - 2.14%	N/A
#6	n/a (BFLY) - 2.13%	N/A
#7	LIVANOVA PLC (LIVN) - 2.09%	N/A
#8	LANTHEUS HOLDINGS INC (LNTH) - 2.08%	N/A
#9	SOLVENTUM CORP (SOLV) - 2.01%	N/A
#10	OMNICELL INC (OMCL) - 1.99%	N/A
#11	TELEFLEX INC (TFX) - 1.99%	N/A
#12	DEXCOM INC (DXCM) - 1.97%	N/A
#13	HAEMONETICS CORP (HAE) - 1.95%	N/A
#14	GLAUKOS CORP (GKOS) - 1.91%	N/A
#15	INTEGER HOLDINGS CORP (ITGR) - 1.88%	N/A
#16	UFP TECHNOLOGIES INC (UFPT) - 1.84%	N/A
#17	BAXTER INTERNATIONAL INC (BAX) - 1.84%	N/A
#18	EDWARDS LIFESCIENCES CORP (EW) - 1.84%	N/A
#19	MASIMO CORP (MASI) - 1.82%	N/A
#20	ICU MEDICAL INC (ICUI) - 1.74%	N/A
#21	PROCEPT BIOROBOTICS CORP (PRCT) - 1.72%	N/A
#22	STRIVE INC CLASS A (ASST) - 1.71%	N/A
#23	ALIGN TECHNOLOGY INC (ALGN) - 1.69%	N/A
#24	STERIS PLC (STE) - 1.69%	N/A
#25	PENUMBRA INC (PEN) - 1.69%	N/A
Total Holdings	69	2

XHE vs APLY - Historical Returns

Returns include dividend reinvestment.

Period	XHE	APLY
1 month	+4.12%	-1.64%
3 months	+2.61%	+10.53%
6 months	-8.35%	+1.71%
1 year	+0.70%	+30.03%
5 years(CAGR)	-8.07%	N/A
10 years(CAGR)	+6.00%	N/A
Max(CAGR)	+8.88%	+12.28%

Winner

XHE

+4.12%

APLY

-1.64%

XHE

+2.61%

Winner

APLY

+10.53%

XHE

-8.35%

Winner

APLY

+1.71%

XHE

+0.70%

Winner

APLY

+30.03%

5Y(CAGR)

XHE

-8.07%

APLY

N/A

10Y(CAGR)

XHE

+6.00%

APLY

N/A

Max(CAGR)

XHE

+8.88%

Winner

APLY

+12.28%

XHE vs APLY - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	XHE	APLY
2026	-6.43%	+3.86%
2025	-0.75%	+7.24%
2024	+6.09%	+23.34%
2023	-5.73%	+11.56%
2022	-24.77%	N/A
2021	+3.60%	N/A
2020	+32.76%	N/A
2019	+24.69%	N/A
2018	+7.34%	N/A
2017	+30.33%	N/A
2016	+15.86%	N/A
2015	+10.94%	N/A
2014	+17.45%	N/A
2013	+34.35%	N/A
2012	+12.28%	N/A
2011	-1.58%	N/A

XHE vs APLY Drawdown Comparison

The maximum drawdown for XHE was -49.92%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The maximum drawdown for APLY was -30.32%, occurring on Apr 8, 2025. Recovery took 208 trading sessions.

The current XHE drawdown is -38.47%. The current APLY drawdown is -6.10%.

Rank	XHE	APLY
#1	-49.92% Sep 2, 2021 - Oct 30, 2023	-30.32% Dec 26, 2024 - Oct 27, 2025
#2	-34.17% Feb 19, 2020 - Jul 2, 2020	-15.78% Jul 31, 2023 - Jun 17, 2024
#3	-27.37% Sep 13, 2018 - Jan 22, 2020	-11.70% Dec 2, 2025 - May 7, 2026
#4	-22.05% Jul 7, 2011 - May 1, 2012	-9.44% Jul 16, 2024 - Sep 30, 2024
#5	-20.04% Jul 22, 2015 - Jun 7, 2016	-6.47% Jun 2, 2026 - Jun 10, 2026
#6	-11.92% Sep 7, 2016 - Feb 9, 2017	-4.67% Oct 22, 2024 - Nov 25, 2024
#7	-11.24% Feb 12, 2021 - Jun 24, 2021	-4.12% Sep 30, 2024 - Oct 15, 2024
#8	-10.41% Oct 3, 2012 - Jan 25, 2013	-3.18% Jun 17, 2024 - Jun 27, 2024
#9	-10.13% Jan 29, 2018 - Mar 9, 2018	-2.50% Jun 30, 2023 - Jul 17, 2023
#10	-9.42% May 2, 2012 - Jun 29, 2012	-2.42% Nov 11, 2025 - Nov 24, 2025
#11	-9.25% Mar 4, 2014 - Oct 29, 2014	-2.02% May 1, 2023 - May 5, 2023
#12	-8.30% Jul 3, 2012 - Sep 6, 2012	-1.99% May 28, 2026 - Jun 2, 2026
#13	-6.97% Aug 5, 2020 - Oct 7, 2020	-1.72% Jun 2, 2023 - Jun 12, 2023
#14	-6.92% Jun 25, 2021 - Aug 31, 2021	-1.67% May 19, 2023 - May 26, 2023
#15	-6.51% Jan 16, 2014 - Mar 4, 2014	-1.55% Dec 17, 2024 - Dec 20, 2024

Correlation

Correlation between XHE and APLY is 0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

0.04

-101

Dividend Comparison (2011 - 2026)

XHE vs APLY dividend yield comparison.

Year	XHE	APLY
2026	0.00%	15.62%
2025	0.08%	36.38%
2024	0.04%	24.95%
2023	0.03%	14.36%
2022	0.04%	0.00%
2021	0.00%	0.00%
2019	0.05%	0.00%
2018	0.09%	0.00%
2017	0.78%	0.00%
2016	0.17%	0.00%
2015	7.22%	0.00%
2014	1.83%	0.00%
2013	0.19%	0.00%
2012	2.03%	0.00%
2011	0.45%	0.00%

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XHE vs APLY

XHE vs APLY - Performance Comparison

Key Characteristics

XHE vs APLY - Holdings Comparison

XHE vs APLY - Historical Returns

XHE vs APLY - Annual Returns (2011 - 2026)

XHE vs APLY Drawdown Comparison

Correlation

Dividend Comparison (2011 - 2026)

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