XHE vs EFFE
Comparison between STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE EQUIPMENT ETF (XHE, ETF) and HARBOR OSMOSIS EMERGING MARKETS RESOURCE EFFICIENT ETF (EFFE, ETF).
5-Year PerformanceEFFE has outperformed XHE, delivering a return of +1.5% compared to -7.5%
XHE vs EFFE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XHE
$130M
Winner
EFFE
$130M
Expense Ratio
Winner
XHE
0.35%
EFFE
0.69%
Max Drawdown
XHE
49.94%
Winner
EFFE
33.56%
Sharpe Ratio
XHE
-0.08
Winner
EFFE
1.21
5Y Beta
XHE
0.87
Winner
EFFE
0.75
P/E Ratio
XHE
-20.00
EFFE
N/A
Forward P/E
XHE
15.47
EFFE
N/A
5Y Dividends CAGR
XHE
100.29%
EFFE
N/A
5Y EPS CAGR
XHE
7.72%
EFFE
N/A
Debt to Equity
XHE
-80.40%
EFFE
N/A
P/S Ratio
XHE
1.89
EFFE
N/A
P/B Ratio
XHE
2.41
EFFE
N/A
XHE vs EFFE - Holdings Comparison
XHE and EFFE have 1 common holdings. Overlap is 0.00%
XHE's top 25 holdings weight is 48.74%. EFFE's top 25 holdings weight is 73.32%.
| Rank | XHE | EFFE |
|---|---|---|
| #1 | STAAR SURGICAL CO (STAA) - 2.81% | LG ELECTRONICS INC (n/a) - 5.39% |
| #2 | NOVOCURE LTD (NVCR) - 2.56% | SK HYNIX INC (n/a) - 4.97% |
| #3 | GLAUKOS CORP (GKOS) - 2.34% | LENOVO GROUP LTD (n/a) - 4.95% |
| #4 | AXOGEN INC (AXGN) - 2.24% | ALCHIP TECHNOLOGIES LTD (n/a) - 3.74% |
| #5 | AVANOS MEDICAL INC (AVNS) - 2.12% | ACCTON TECHNOLOGY CORP (n/a) - 3.68% |
| #6 | LANTHEUS HOLDINGS INC (LNTH) - 2.06% | WIWYNN CORP ORDINARY SHARES (n/a) - 3.55% |
| #7 | OMNICELL INC (OMCL) - 2.06% | KIA CORP (n/a) - 3.38% |
| #8 | LIVANOVA PLC (LIVN) - 2.03% | WISTRON CORP (n/a) - 3.35% |
| #9 | TELEFLEX INC (TFX) - 2.03% | n/a (n/a) - 3.31% |
| #10 | SOLVENTUM CORP (SOLV) - 1.96% | QUANTA COMPUTER INC (n/a) - 3.18% |
| #11 | n/a (BFLY) - 1.92% | XIAOMI CORP CLASS B (n/a) - 3.17% |
| #12 | INTEGRA LIFESCIENCES HOLDINGS CORP (IART) - 1.87% | CMOC GROUP LTD CLASS A (n/a) - 2.98% |
| #13 | UFP TECHNOLOGIES INC (UFPT) - 1.86% | SAMSUNG C&T CORP (n/a) - 2.55% |
| #14 | ENOVIS CORP (ENOV) - 1.85% | KUNLUN ENERGY CO LTD (n/a) - 2.42% |
| #15 | PROCEPT BIOROBOTICS CORP (PRCT) - 1.82% | n/a (n/a) - 2.40% |
| #16 | MASIMO CORP (MASI) - 1.80% | ASIAN PAINTS LTD (n/a) - 2.38% |
| #17 | STRIVE INC CLASS A (ASST) - 1.79% | BANK OF CHINA LTD CLASS H (n/a) - 2.33% |
| #18 | INTEGER HOLDINGS CORP (ITGR) - 1.76% | GIGABYTE TECHNOLOGY CO LTD (n/a) - 2.29% |
| #19 | BAXTER INTERNATIONAL INC (BAX) - 1.75% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.26% |
| #20 | IRHYTHM HOLDINGS INC (IRTC) - 1.74% | TIM SA ORDINARY SHARES (n/a) - 2.06% |
| #21 | PENUMBRA INC (PEN) - 1.70% | BHARTI AIRTEL LTD (n/a) - 1.93% |
| #22 | STERIS PLC (STE) - 1.68% | OIL & NATURAL GAS CORP LTD (n/a) - 1.82% |
| #23 | ALIGN TECHNOLOGY INC (ALGN) - 1.67% | VODACOM GROUP LTD (n/a) - 1.81% |
| #24 | EDWARDS LIFESCIENCES CORP (EW) - 1.66% | n/a (n/a) - 1.78% |
| #25 | CONMED CORP (CNMD) - 1.66% | SAUDI ARABIAN OIL CO (n/a) - 1.64% |
| Total Holdings | 69 | 96 |
XHE vs EFFE - Historical Returns
Returns include dividend reinvestment.
1M
XHE
+0.70%
Winner
EFFE
+5.21%
3M
XHE
-4.11%
Winner
EFFE
+15.75%
6M
XHE
-9.51%
Winner
EFFE
+15.74%
1Y
XHE
-0.93%
Winner
EFFE
+30.43%
5Y(CAGR)
XHE
-7.55%
Winner
EFFE
+1.48%
10Y(CAGR)
Winner
XHE
+6.00%
EFFE
+2.70%
Max(CAGR)
Winner
XHE
+8.80%
EFFE
+2.23%
XHE vs EFFE - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | XHE | EFFE |
|---|---|---|
| 2026 | -7.64% | +15.85% |
| 2025 | -0.75% | +22.70% |
| 2024 | +6.09% | -0.84% |
| 2023 | -5.73% | N/A |
| 2022 | -24.77% | N/A |
| 2021 | +3.60% | N/A |
| 2020 | +32.76% | N/A |
| 2019 | +24.69% | +5.04% |
| 2018 | +7.34% | -4.76% |
| 2017 | +30.33% | +14.12% |
| 2016 | +15.86% | +11.36% |
| 2015 | +10.94% | -9.58% |
| 2014 | +17.45% | +4.43% |
| 2013 | +34.35% | N/A |
| 2012 | +12.28% | N/A |
| 2011 | -1.58% | N/A |
XHE vs EFFE 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 EFFE was -32.35%, occurring on Apr 8, 2025. Recovery took 703 trading sessions.
The current XHE drawdown is -39.27%. The current EFFE drawdown is -8.81%.
| Rank | XHE | EFFE |
|---|---|---|
| #1 | -49.92% Sep 2, 2021 - Oct 30, 2023 | -32.35% Jan 26, 2018 - May 5, 2026 |
| #2 | -34.17% Feb 19, 2020 - Jul 2, 2020 | -15.96% Mar 23, 2015 - Apr 25, 2017 |
| #3 | -27.37% Sep 13, 2018 - Jan 22, 2020 | -8.81% Jun 2, 2026 - Jun 5, 2026 |
| #4 | -22.05% Jul 7, 2011 - May 1, 2012 | -7.24% May 14, 2026 - May 26, 2026 |
| #5 | -20.04% Jul 22, 2015 - Jun 7, 2016 | -5.27% Sep 11, 2017 - Dec 26, 2017 |
| #6 | -11.92% Sep 7, 2016 - Feb 9, 2017 | -3.55% Nov 26, 2014 - Dec 22, 2014 |
| #7 | -11.24% Feb 12, 2021 - Jun 24, 2021 | -3.47% Feb 5, 2015 - Mar 18, 2015 |
| #8 | -10.41% Oct 3, 2012 - Jan 25, 2013 | -1.84% Apr 26, 2017 - May 30, 2017 |
| #9 | -10.13% Jan 29, 2018 - Mar 9, 2018 | -1.63% May 11, 2026 - May 14, 2026 |
| #10 | -9.42% May 2, 2012 - Jun 29, 2012 | -1.48% Jun 19, 2017 - Jul 14, 2017 |
| #11 | -9.25% Mar 4, 2014 - Oct 29, 2014 | -1.41% May 26, 2026 - May 29, 2026 |
| #12 | -8.30% Jul 3, 2012 - Sep 6, 2012 | -1.31% Dec 28, 2017 - Jan 5, 2018 |
| #13 | -6.97% Aug 5, 2020 - Oct 7, 2020 | -1.20% May 6, 2026 - May 8, 2026 |
| #14 | -6.92% Jun 25, 2021 - Aug 31, 2021 | -0.85% Dec 29, 2014 - Jan 8, 2015 |
| #15 | -6.51% Jan 16, 2014 - Mar 4, 2014 | -0.81% Jan 16, 2018 - Jan 23, 2018 |
Correlation
Correlation between XHE and EFFE is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.46
-101
Dividend Comparison (2011 - 2025)
XHE vs EFFE dividend yield comparison.
| Year | XHE | EFFE |
|---|---|---|
| 2025 | 0.08% | 4.69% |
| 2024 | 0.04% | 0.00% |
| 2023 | 0.03% | 0.00% |
| 2022 | 0.04% | 0.00% |
| 2021 | 0.00% | 0.00% |
| 2019 | 0.05% | 0.00% |
| 2018 | 0.09% | 1.82% |
| 2017 | 0.78% | 3.90% |
| 2016 | 0.17% | 1.76% |
| 2015 | 7.22% | 4.68% |
| 2014 | 1.83% | 0.61% |
| 2013 | 0.19% | 0.00% |
| 2012 | 2.03% | 0.00% |
| 2011 | 0.45% | 0.00% |
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