XHE vs IHI
Comparison between STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE EQUIPMENT ETF (XHE, ETF) and ISHARES U.S. MEDICAL DEVICES ETF (IHI, ETF).
Both XHE and IHI are from the Healthcare sector.
5-Year PerformanceIHI has outperformed XHE, delivering a return of -1.9% compared to -7.5%
XHE vs IHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XHE
$130M
Winner
IHI
$3.20B
Expense Ratio
Winner
XHE
0.35%
IHI
0.38%
Max Drawdown
XHE
49.94%
Winner
IHI
49.70%
Sharpe Ratio
Winner
XHE
-0.08
IHI
-1.35
5Y Beta
XHE
0.87
Winner
IHI
0.66
P/E Ratio
Winner
XHE
-20.00
IHI
39.30
Forward P/E
Winner
XHE
15.47
IHI
19.32
5Y Dividends CAGR
Winner
XHE
100.29%
IHI
13.49%
5Y EPS CAGR
XHE
7.72%
Winner
IHI
12.98%
Debt to Equity
Winner
XHE
-80.40%
IHI
17.62%
P/S Ratio
Winner
XHE
1.89
IHI
3.51
P/B Ratio
Winner
XHE
2.41
IHI
3.51
XHE vs IHI - Holdings Comparison
XHE and IHI have 47 common holdings. Overlap is 34.73%
XHE's top 25 holdings weight is 48.74%. IHI's top 25 holdings weight is 96.48%.
| Rank | XHE | IHI |
|---|---|---|
| #1 | STAAR SURGICAL CO (STAA) - 2.81% | INTUITIVE SURGICAL INC (ISRG) - 15.99% |
| #2 | NOVOCURE LTD (NVCR) - 2.56% | ABBOTT LABORATORIES (ABT) - 15.62% |
| #3 | GLAUKOS CORP (GKOS) - 2.34% | STRYKER CORP (SYK) - 11.20% |
| #4 | AXOGEN INC (AXGN) - 2.24% | EDWARDS LIFESCIENCES CORP (EW) - 5.17% |
| #5 | AVANOS MEDICAL INC (AVNS) - 2.12% | IDEXX LABORATORIES INC (IDXX) - 4.78% |
| #6 | LANTHEUS HOLDINGS INC (LNTH) - 2.06% | BECTON DICKINSON & CO (BDX) - 4.64% |
| #7 | OMNICELL INC (OMCL) - 2.06% | MEDTRONIC PLC (MDT) - 4.53% |
| #8 | LIVANOVA PLC (LIVN) - 2.03% | RESMED INC (RMD) - 4.44% |
| #9 | TELEFLEX INC (TFX) - 2.03% | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 4.29% |
| #10 | SOLVENTUM CORP (SOLV) - 1.96% | BOSTON SCIENTIFIC CORP (BSX) - 4.26% |
| #11 | n/a (BFLY) - 1.92% | DEXCOM INC (DXCM) - 4.07% |
| #12 | INTEGRA LIFESCIENCES HOLDINGS CORP (IART) - 1.87% | STERIS PLC (STE) - 3.11% |
| #13 | UFP TECHNOLOGIES INC (UFPT) - 1.86% | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.48% |
| #14 | ENOVIS CORP (ENOV) - 1.85% | PENUMBRA INC (PEN) - 1.89% |
| #15 | PROCEPT BIOROBOTICS CORP (PRCT) - 1.82% | INSULET CORP (PODD) - 1.60% |
| #16 | MASIMO CORP (MASI) - 1.80% | BAXTER INTERNATIONAL INC (BAX) - 1.45% |
| #17 | STRIVE INC CLASS A (ASST) - 1.79% | GLOBUS MEDICAL INC CLASS A (GMED) - 1.39% |
| #18 | INTEGER HOLDINGS CORP (ITGR) - 1.76% | MASIMO CORP (MASI) - 1.20% |
| #19 | BAXTER INTERNATIONAL INC (BAX) - 1.75% | GLAUKOS CORP (GKOS) - 1.01% |
| #20 | IRHYTHM HOLDINGS INC (IRTC) - 1.74% | TELEFLEX INC (TFX) - 0.86% |
| #21 | PENUMBRA INC (PEN) - 1.70% | LIVANOVA PLC (LIVN) - 0.59% |
| #22 | STERIS PLC (STE) - 1.68% | ENVISTA HOLDINGS CORP ORDINARY SHARES (NVST) - 0.56% |
| #23 | ALIGN TECHNOLOGY INC (ALGN) - 1.67% | IRHYTHM HOLDINGS INC (IRTC) - 0.55% |
| #24 | EDWARDS LIFESCIENCES CORP (EW) - 1.66% | INTEGER HOLDINGS CORP (ITGR) - 0.46% |
| #25 | CONMED CORP (CNMD) - 1.66% | TRANSMEDICS GROUP INC (TMDX) - 0.34% |
| Total Holdings | 69 | 52 |
XHE vs IHI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XHE
+0.70%
IHI
+0.58%
3M
Winner
XHE
-4.11%
IHI
-13.41%
6M
Winner
XHE
-9.51%
IHI
-20.97%
1Y
Winner
XHE
-0.93%
IHI
-18.97%
5Y(CAGR)
XHE
-7.55%
Winner
IHI
-1.87%
10Y(CAGR)
XHE
+6.00%
Winner
IHI
+8.91%
Max(CAGR)
XHE
+8.80%
Winner
IHI
+9.79%
XHE vs IHI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XHE | IHI |
|---|---|---|
| 2026 | -7.64% | -19.02% |
| 2025 | -0.75% | +6.94% |
| 2024 | +6.09% | +9.31% |
| 2023 | -5.73% | +3.15% |
| 2022 | -24.77% | -19.25% |
| 2021 | +3.60% | +22.15% |
| 2020 | +32.76% | +23.57% |
| 2019 | +24.69% | +36.39% |
| 2018 | +7.34% | +13.65% |
| 2017 | +30.33% | +30.37% |
| 2016 | +15.86% | +12.19% |
| 2015 | +10.94% | +9.79% |
| 2014 | +17.45% | +23.78% |
| 2013 | +34.35% | +34.84% |
| 2012 | +12.28% | +13.88% |
| 2011 | -1.58% | -1.36% |
| 2010 | N/A | +10.31% |
| 2009 | N/A | +35.04% |
| 2008 | N/A | -36.07% |
| 2007 | N/A | +19.38% |
| 2006 | N/A | +2.76% |
XHE vs IHI 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 IHI was -49.64%, occurring on Mar 9, 2009. Recovery took 628 trading sessions.
The current XHE drawdown is -39.27%. The current IHI drawdown is -23.85%.
| Rank | XHE | IHI |
|---|---|---|
| #1 | -49.92% Sep 2, 2021 - Oct 30, 2023 | -49.64% Aug 15, 2008 - Feb 11, 2011 |
| #2 | -34.17% Feb 19, 2020 - Jul 2, 2020 | -33.25% Jan 22, 2020 - Jul 15, 2020 |
| #3 | -27.37% Sep 13, 2018 - Jan 22, 2020 | -33.12% Sep 8, 2021 - Oct 30, 2023 |
| #4 | -22.05% Jul 7, 2011 - May 1, 2012 | -21.99% May 19, 2011 - Sep 18, 2012 |
| #5 | -20.04% Jul 22, 2015 - Jun 7, 2016 | -19.23% Oct 1, 2018 - Mar 1, 2019 |
| #6 | -11.92% Sep 7, 2016 - Feb 9, 2017 | -14.16% Aug 5, 2015 - Apr 6, 2016 |
| #7 | -11.24% Feb 12, 2021 - Jun 24, 2021 | -12.54% Oct 9, 2007 - Aug 8, 2008 |
| #8 | -10.41% Oct 3, 2012 - Jan 25, 2013 | -11.61% Oct 10, 2016 - Feb 15, 2017 |
| #9 | -10.13% Jan 29, 2018 - Mar 9, 2018 | -10.85% Jan 26, 2018 - May 7, 2018 |
| #10 | -9.42% May 2, 2012 - Jun 29, 2012 | -10.16% May 5, 2006 - Nov 21, 2006 |
| #11 | -9.25% Mar 4, 2014 - Oct 29, 2014 | -9.38% Feb 12, 2021 - Apr 15, 2021 |
| #12 | -8.30% Jul 3, 2012 - Sep 6, 2012 | -8.49% Mar 21, 2019 - Jun 10, 2019 |
| #13 | -6.97% Aug 5, 2020 - Oct 7, 2020 | -7.95% Sep 2, 2020 - Oct 9, 2020 |
| #14 | -6.92% Jun 25, 2021 - Aug 31, 2021 | -7.68% Apr 23, 2021 - Jun 28, 2021 |
| #15 | -6.51% Jan 16, 2014 - Mar 4, 2014 | -7.55% Feb 8, 2007 - Apr 16, 2007 |
Correlation
Correlation between XHE and IHI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2006 - 2026)
XHE vs IHI dividend yield comparison.
| Year | XHE | IHI |
|---|---|---|
| 2026 | 0.00% | 0.09% |
| 2025 | 0.08% | 0.34% |
| 2024 | 0.04% | 0.46% |
| 2023 | 0.03% | 0.53% |
| 2022 | 0.04% | 0.45% |
| 2021 | 0.00% | 0.25% |
| 2020 | 0.00% | 0.25% |
| 2019 | 0.05% | 0.33% |
| 2018 | 0.09% | 0.26% |
| 2017 | 0.78% | 0.37% |
| 2016 | 0.17% | 0.55% |
| 2015 | 7.22% | 1.28% |
| 2014 | 1.83% | 0.65% |
| 2013 | 0.19% | 0.33% |
| 2012 | 2.03% | 0.64% |
| 2011 | 0.45% | 0.26% |
| 2010 | 0.00% | 0.14% |
| 2009 | 0.00% | 0.07% |
| 2008 | 0.00% | 0.10% |
| 2006 | 0.00% | 0.00% |
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