XHE vs BSMY
Comparison between STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE EQUIPMENT ETF (XHE, ETF) and Invesco BulletShares 2034 Municipal Bond ETF (BSMY, ETF).
XHE vs BSMY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XHE
$130M
BSMY
$130M
Expense Ratio
XHE
0.35%
Winner
BSMY
0.18%
Max Drawdown
XHE
49.94%
Winner
BSMY
7.98%
Sharpe Ratio
XHE
-0.08
Winner
BSMY
1.12
5Y Beta
XHE
0.87
Winner
BSMY
0.06
P/E Ratio
XHE
-20.00
BSMY
N/A
Forward P/E
XHE
15.47
BSMY
N/A
5Y Dividends CAGR
XHE
100.29%
BSMY
N/A
5Y EPS CAGR
XHE
7.72%
BSMY
N/A
Debt to Equity
XHE
-80.40%
BSMY
N/A
P/S Ratio
XHE
1.89
BSMY
N/A
P/B Ratio
XHE
2.41
BSMY
N/A
XHE vs BSMY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XHE
+0.70%
BSMY
+0.52%
3M
XHE
-4.11%
Winner
BSMY
+0.30%
6M
XHE
-9.51%
Winner
BSMY
+1.88%
1Y
XHE
-0.93%
Winner
BSMY
+7.72%
5Y(CAGR)
XHE
-7.55%
BSMY
N/A
10Y(CAGR)
XHE
+6.00%
BSMY
N/A
Max(CAGR)
Winner
XHE
+8.80%
BSMY
+1.92%
XHE vs BSMY - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | XHE | BSMY |
|---|---|---|
| 2026 | -7.64% | +1.22% |
| 2025 | -0.75% | +3.39% |
| 2024 | +6.09% | -1.86% |
| 2023 | -5.73% | N/A |
| 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 BSMY 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 BSMY was -6.81%, occurring on Apr 11, 2025. Recovery took 210 trading sessions.
The current XHE drawdown is -39.27%. The current BSMY drawdown is -0.80%.
| Rank | XHE | BSMY |
|---|---|---|
| #1 | -49.92% Sep 2, 2021 - Oct 30, 2023 | -6.81% Dec 6, 2024 - Oct 10, 2025 |
| #2 | -34.17% Feb 19, 2020 - Jul 2, 2020 | -3.55% Oct 1, 2024 - Dec 2, 2024 |
| #3 | -27.37% Sep 13, 2018 - Jan 22, 2020 | -3.31% Feb 27, 2026 - Mar 26, 2026 |
| #4 | -22.05% Jul 7, 2011 - May 1, 2012 | -0.67% Nov 11, 2025 - Jan 2, 2026 |
| #5 | -20.04% Jul 22, 2015 - Jun 7, 2016 | -0.51% Jan 14, 2026 - Feb 3, 2026 |
| #6 | -11.92% Sep 7, 2016 - Feb 9, 2017 | -0.38% Sep 16, 2024 - Oct 1, 2024 |
| #7 | -11.24% Feb 12, 2021 - Jun 24, 2021 | -0.26% Oct 28, 2025 - Nov 11, 2025 |
| #8 | -10.41% Oct 3, 2012 - Jan 25, 2013 | -0.21% Feb 10, 2026 - Feb 13, 2026 |
| #9 | -10.13% Jan 29, 2018 - Mar 9, 2018 | -0.18% Dec 4, 2024 - Dec 6, 2024 |
| #10 | -9.42% May 2, 2012 - Jun 29, 2012 | -0.16% Feb 5, 2026 - Feb 10, 2026 |
| #11 | -9.25% Mar 4, 2014 - Oct 29, 2014 | -0.12% Feb 19, 2026 - Feb 24, 2026 |
| #12 | -8.30% Jul 3, 2012 - Sep 6, 2012 | -0.08% Jan 9, 2026 - Jan 14, 2026 |
| #13 | -6.97% Aug 5, 2020 - Oct 7, 2020 | -0.08% Sep 11, 2024 - Sep 13, 2024 |
| #14 | -6.92% Jun 25, 2021 - Aug 31, 2021 | -0.07% Jan 7, 2026 - Jan 9, 2026 |
| #15 | -6.51% Jan 16, 2014 - Mar 4, 2014 | -0.06% Feb 17, 2026 - Feb 19, 2026 |
Correlation
Correlation between XHE and BSMY is 0.16 which considered as a very weak or no correlation - the stocks move independently of each other.
0.16
-101
Dividend Comparison (2011 - 2026)
XHE vs BSMY dividend yield comparison.
| Year | XHE | BSMY |
|---|---|---|
| 2026 | 0.00% | 1.49% |
| 2025 | 0.08% | 3.31% |
| 2024 | 0.04% | 0.79% |
| 2023 | 0.03% | 0.00% |
| 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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