XHE vs CXE
Comparison between STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE EQUIPMENT ETF (XHE, ETF) and MFS High Income Municipal Trust (CXE, ETF).
5-Year PerformanceCXE has outperformed XHE, delivering a return of -2.6% compared to -7.5%
XHE vs CXE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XHE vs CXE - Historical Returns
Returns include dividend reinvestment.
XHE vs CXE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XHE | CXE |
|---|---|---|
| 2026 | -7.64% | +1.94% |
| 2025 | -0.75% | +6.29% |
| 2024 | +6.09% | +6.49% |
| 2023 | -5.73% | +5.19% |
| 2022 | -24.77% | -27.57% |
| 2021 | +3.60% | +7.05% |
| 2020 | +32.76% | -1.56% |
| 2019 | +24.69% | +17.75% |
| 2018 | +7.34% | -7.61% |
| 2017 | +30.33% | +12.89% |
| 2016 | +15.86% | +4.82% |
| 2015 | +10.94% | +8.46% |
| 2014 | +17.45% | +14.53% |
| 2013 | +34.35% | -14.04% |
| 2012 | +12.28% | +11.07% |
| 2011 | -1.58% | +21.82% |
| 2010 | N/A | +4.70% |
| 2009 | N/A | +75.31% |
| 2008 | N/A | -43.87% |
| 2007 | N/A | -16.27% |
| 2006 | N/A | +9.01% |
| 2005 | N/A | +11.02% |
| 2004 | N/A | +5.77% |
| 2003 | N/A | +9.75% |
| 2002 | N/A | +7.15% |
| 2001 | N/A | +3.46% |
| 2000 | N/A | -0.89% |
| 1999 | N/A | +0.00% |
XHE vs CXE 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 CXE was -56.75%, occurring on Dec 16, 2008. Recovery took 1103 trading sessions.
The current XHE drawdown is -39.27%. The current CXE drawdown is -14.38%.
| Rank | XHE | CXE |
|---|---|---|
| #1 | -49.92% Sep 2, 2021 - Oct 30, 2023 | -56.75% Mar 23, 2006 - Aug 10, 2010 |
| #2 | -34.17% Feb 19, 2020 - Jul 2, 2020 | -39.20% Aug 27, 2021 - Oct 19, 2023 |
| #3 | -27.37% Sep 13, 2018 - Jan 22, 2020 | -34.08% Feb 25, 2020 - May 4, 2021 |
| #4 | -22.05% Jul 7, 2011 - May 1, 2012 | -24.27% Sep 28, 2012 - Nov 30, 2015 |
| #5 | -20.04% Jul 22, 2015 - Jun 7, 2016 | -14.93% Sep 2, 2010 - Sep 29, 2011 |
| #6 | -11.92% Sep 7, 2016 - Feb 9, 2017 | -14.57% Mar 9, 2004 - Oct 12, 2004 |
| #7 | -11.24% Feb 12, 2021 - Jun 24, 2021 | -14.03% Sep 8, 2000 - Jan 5, 2001 |
| #8 | -10.41% Oct 3, 2012 - Jan 25, 2013 | -13.94% Jul 8, 2016 - Jul 3, 2017 |
| #9 | -10.13% Jan 29, 2018 - Mar 9, 2018 | -11.93% Nov 5, 1999 - Sep 8, 2000 |
| #10 | -9.42% May 2, 2012 - Jun 29, 2012 | -11.51% Nov 28, 2017 - Mar 29, 2019 |
| #11 | -9.25% Mar 4, 2014 - Oct 29, 2014 | -10.76% Aug 1, 2019 - Feb 24, 2020 |
| #12 | -8.30% Jul 3, 2012 - Sep 6, 2012 | -9.79% Sep 17, 2002 - Apr 23, 2003 |
| #13 | -6.97% Aug 5, 2020 - Oct 7, 2020 | -8.57% Aug 29, 2001 - Feb 22, 2002 |
| #14 | -6.92% Jun 25, 2021 - Aug 31, 2021 | -7.96% Feb 14, 2005 - Sep 28, 2005 |
| #15 | -6.51% Jan 16, 2014 - Mar 4, 2014 | -7.85% Jan 16, 2001 - Aug 16, 2001 |
Correlation
Correlation between XHE and CXE is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
XHE vs CXE dividend yield comparison.
| Year | XHE | CXE |
|---|---|---|
| 2026 | 0.00% | 3.36% |
| 2025 | 0.08% | 5.59% |
| 2024 | 0.04% | 4.97% |
| 2023 | 0.03% | 4.39% |
| 2022 | 0.04% | 5.70% |
| 2021 | 0.00% | 4.74% |
| 2020 | 0.00% | 4.86% |
| 2019 | 0.05% | 4.73% |
| 2018 | 0.09% | 6.17% |
| 2017 | 0.78% | 5.72% |
| 2016 | 0.17% | 6.04% |
| 2015 | 7.22% | 6.27% |
| 2014 | 1.83% | 6.39% |
| 2013 | 0.19% | 7.25% |
| 2012 | 2.03% | 6.67% |
| 2011 | 0.45% | 7.23% |
| 2010 | 0.00% | 8.26% |
| 2009 | 0.00% | 7.56% |
| 2008 | 0.00% | 11.99% |
| 2007 | 0.00% | 6.42% |
| 2006 | 0.00% | 6.32% |
| 2005 | 0.00% | 6.70% |
| 2004 | 0.00% | 7.87% |
| 2003 | 0.00% | 7.59% |
| 2002 | 0.00% | 8.03% |
| 2001 | 0.00% | 7.00% |
| 2000 | 0.00% | 3.17% |
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