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 -4.2% compared to -7.6%
XHE vs IHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XHE
$151M
Winner
IHI
$3B
Expense Ratio
Winner
XHE
0.35%
IHI
0.38%
Max Drawdown
XHE
49.94%
Winner
IHI
49.70%
Sharpe Ratio
Winner
XHE
0.41
IHI
-1.06
5Y Beta
XHE
0.87
Winner
IHI
0.64
P/E Ratio
Winner
XHE
-19.93
IHI
38.71
Forward P/E
Winner
XHE
15.80
IHI
20.09
5Y Dividends CAGR
Winner
XHE
100.29%
IHI
9.77%
5Y EPS CAGR
XHE
8.49%
Winner
IHI
13.15%
Debt to Equity
Winner
XHE
-156.21%
IHI
15.98%
P/S Ratio
Winner
XHE
2.12
IHI
3.51
P/B Ratio
Winner
XHE
2.60
IHI
3.60
XHE vs IHI - Holdings Comparison
XHE and IHI have 46 common holdings. Overlap is 36.05%
XHE's top 25 holdings weight is 44.83%. IHI's top 25 holdings weight is 96.36%.
| Rank | XHE | IHI |
|---|---|---|
| #1 | n/a (BFLY) - 2.17% | ABBOTT LABORATORIES (ABT) - 16.91% |
| #2 | QUIDELORTHO CORP (QDEL) - 2.04% | INTUITIVE SURGICAL INC (ISRG) - 15.33% |
| #3 | GLAUKOS CORP (GKOS) - 1.99% | STRYKER CORP (SYK) - 11.52% |
| #4 | ATRICURE INC (ATRC) - 1.95% | EDWARDS LIFESCIENCES CORP (EW) - 4.71% |
| #5 | OMNICELL INC (OMCL) - 1.89% | RESMED INC (RMD) - 4.67% |
| #6 | DENTSPLY SIRONA INC (XRAY) - 1.87% | BECTON DICKINSON & CO (BDX) - 4.52% |
| #7 | INSPIRE MEDICAL SYSTEMS INC (INSP) - 1.86% | MEDTRONIC PLC (MDT) - 4.46% |
| #8 | ARTIVION INC (AORT) - 1.84% | IDEXX LABORATORIES INC (IDXX) - 4.37% |
| #9 | ALPHATEC HOLDINGS INC (ATEC) - 1.81% | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 4.32% |
| #10 | LEMAITRE VASCULAR INC (LMAT) - 1.76% | DEXCOM INC (DXCM) - 4.16% |
| #11 | MEDLINE INC ORDINARY SHARES CLASS A (MDLN) - 1.75% | BOSTON SCIENTIFIC CORP (BSX) - 4.00% |
| #12 | IRHYTHM HOLDINGS INC (IRTC) - 1.75% | STERIS PLC (STE) - 3.09% |
| #13 | EDWARDS LIFESCIENCES CORP (EW) - 1.74% | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.53% |
| #14 | UFP TECHNOLOGIES INC (UFPT) - 1.73% | PENUMBRA INC (PEN) - 1.83% |
| #15 | ICU MEDICAL INC (ICUI) - 1.73% | BAXTER INTERNATIONAL INC (BAX) - 1.73% |
| #16 | ENOVIS CORP (ENOV) - 1.72% | INSULET CORP (PODD) - 1.64% |
| #17 | BAXTER INTERNATIONAL INC (BAX) - 1.72% | GLOBUS MEDICAL INC CLASS A (GMED) - 1.31% |
| #18 | ENVISTA HOLDINGS CORP ORDINARY SHARES (NVST) - 1.71% | GLAUKOS CORP (GKOS) - 1.30% |
| #19 | LANTHEUS HOLDINGS INC (LNTH) - 1.70% | TELEFLEX INC (TFX) - 0.87% |
| #20 | ABBOTT LABORATORIES (ABT) - 1.70% | LIVANOVA PLC (LIVN) - 0.67% |
| #21 | MERIT MEDICAL SYSTEMS INC (MMSI) - 1.69% | ENVISTA HOLDINGS CORP ORDINARY SHARES (NVST) - 0.65% |
| #22 | RESMED INC (RMD) - 1.69% | IRHYTHM HOLDINGS INC (IRTC) - 0.60% |
| #23 | STRYKER CORP (SYK) - 1.68% | INTEGER HOLDINGS CORP (ITGR) - 0.46% |
| #24 | LIVANOVA PLC (LIVN) - 1.68% | TRANSMEDICS GROUP INC (TMDX) - 0.36% |
| #25 | INSULET CORP (PODD) - 1.66% | AXOGEN INC (AXGN) - 0.35% |
| Total Holdings | 70 | 50 |
XHE vs IHI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XHE
+4.54%
IHI
+0.65%
3M
Winner
XHE
+3.36%
IHI
-6.59%
6M
Winner
XHE
-3.44%
IHI
-17.80%
1Y
Winner
XHE
+6.34%
IHI
-18.77%
5Y(CAGR)
XHE
-7.63%
Winner
IHI
-4.20%
10Y(CAGR)
XHE
+5.70%
Winner
IHI
+8.18%
Max(CAGR)
XHE
+9.08%
Winner
IHI
+9.66%
XHE vs IHI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XHE | IHI |
|---|---|---|
| 2026 | -2.84% | -19.93% |
| 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 -36.11%. The current IHI drawdown is -24.71%.
| 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% | 0.24% |
| 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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