XHE vs PZT
Comparison between STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE EQUIPMENT ETF (XHE, ETF) and INVESCO NEW YORK AMT-FREE MUNICIPAL BOND ETF (PZT, ETF).
5-Year PerformancePZT has outperformed XHE, delivering a return of -0.1% compared to -7.5%
XHE vs PZT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XHE vs PZT - Historical Returns
Returns include dividend reinvestment.
XHE vs PZT - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | XHE | PZT |
|---|---|---|
| 2026 | -7.64% | +2.66% |
| 2025 | -0.75% | +1.01% |
| 2024 | +6.09% | +1.65% |
| 2023 | -5.73% | +7.35% |
| 2022 | -24.77% | -12.87% |
| 2021 | +3.60% | +2.53% |
| 2020 | +32.76% | +5.60% |
| 2019 | +24.69% | +8.88% |
| 2018 | +7.34% | -0.34% |
| 2017 | +30.33% | +5.69% |
| 2016 | +15.86% | +1.19% |
| 2015 | +10.94% | +2.75% |
| 2014 | +17.45% | +15.43% |
| 2013 | +34.35% | -6.92% |
| 2012 | +12.28% | +7.13% |
| 2011 | -1.58% | +12.45% |
| 2010 | N/A | +0.02% |
| 2009 | N/A | +16.86% |
| 2008 | N/A | -13.72% |
| 2007 | N/A | +1.19% |
XHE vs PZT 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 PZT was -22.71%, occurring on Oct 16, 2008. Recovery took 422 trading sessions.
The current XHE drawdown is -39.27%. The current PZT drawdown is -1.59%.
| Rank | XHE | PZT |
|---|---|---|
| #1 | -49.92% Sep 2, 2021 - Oct 30, 2023 | -22.71% Jan 16, 2008 - Sep 18, 2009 |
| #2 | -34.17% Feb 19, 2020 - Jul 2, 2020 | -19.13% Jul 19, 2021 - Oct 26, 2022 |
| #3 | -27.37% Sep 13, 2018 - Jan 22, 2020 | -16.55% Mar 9, 2020 - Aug 5, 2020 |
| #4 | -22.05% Jul 7, 2011 - May 1, 2012 | -12.33% Nov 30, 2012 - May 29, 2014 |
| #5 | -20.04% Jul 22, 2015 - Jun 7, 2016 | -10.45% Sep 27, 2010 - Aug 9, 2011 |
| #6 | -11.92% Sep 7, 2016 - Feb 9, 2017 | -7.34% Jul 5, 2016 - Nov 7, 2017 |
| #7 | -11.24% Feb 12, 2021 - Jun 24, 2021 | -4.19% Oct 6, 2009 - Apr 21, 2010 |
| #8 | -10.41% Oct 3, 2012 - Jan 25, 2013 | -3.41% Dec 29, 2017 - Jan 2, 2019 |
| #9 | -10.13% Jan 29, 2018 - Mar 9, 2018 | -3.33% Feb 12, 2021 - Jun 3, 2021 |
| #10 | -9.42% May 2, 2012 - Jun 29, 2012 | -2.94% Jan 30, 2015 - Oct 16, 2015 |
| #11 | -9.25% Mar 4, 2014 - Oct 29, 2014 | -2.55% Aug 7, 2020 - Nov 19, 2020 |
| #12 | -8.30% Jul 3, 2012 - Sep 6, 2012 | -2.31% Sep 23, 2011 - Dec 7, 2011 |
| #13 | -6.97% Aug 5, 2020 - Oct 7, 2020 | -2.02% Sep 3, 2019 - Jan 6, 2020 |
| #14 | -6.92% Jun 25, 2021 - Aug 31, 2021 | -1.86% Oct 22, 2007 - Dec 11, 2007 |
| #15 | -6.51% Jan 16, 2014 - Mar 4, 2014 | -1.67% Jan 31, 2012 - Apr 23, 2012 |
Correlation
Correlation between XHE and PZT is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
XHE vs PZT dividend yield comparison.
| Year | XHE | PZT |
|---|---|---|
| 2026 | 0.00% | 1.54% |
| 2025 | 0.08% | 3.43% |
| 2024 | 0.04% | 3.04% |
| 2023 | 0.03% | 2.82% |
| 2022 | 0.04% | 2.66% |
| 2021 | 0.00% | 2.77% |
| 2020 | 0.00% | 2.55% |
| 2019 | 0.05% | 2.73% |
| 2018 | 0.09% | 3.01% |
| 2017 | 0.78% | 2.94% |
| 2016 | 0.17% | 3.36% |
| 2015 | 7.22% | 3.40% |
| 2014 | 1.83% | 3.75% |
| 2013 | 0.19% | 4.18% |
| 2012 | 2.03% | 4.00% |
| 2011 | 0.45% | 4.25% |
| 2010 | 0.00% | 4.82% |
| 2009 | 0.00% | 4.58% |
| 2008 | 0.00% | 5.06% |
| 2007 | 0.00% | 0.94% |
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