XHS vs BLUI

Comparison between STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE SERVICES ETF (XHS, ETF) and BLUEMONTE DIVERSIFIED INCOME ETF (BLUI, ETF).

XHS vs BLUI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XHS(ETF)	BLUI(ETF)
Net Assets	$102M	$102M
Expense Ratio	0.35%	0.75%
Max Drawdown	39.36%	3.20%
Sharpe Ratio	1.15	1.03
5Y Beta	0.59	0.18
P/E Ratio	152.60	N/A
Forward P/E	18.48	N/A
5Y Dividends CAGR	5.34%	N/A
5Y EPS CAGR	7.43%	N/A
Debt to Equity	-111.73%	N/A
P/S Ratio	0.58	N/A
P/B Ratio	2.61	N/A

Net Assets

Winner

XHS

$102M

BLUI

$102M

Expense Ratio

Winner

XHS

0.35%

BLUI

0.75%

Max Drawdown

XHS

39.36%

Winner

BLUI

3.20%

Sharpe Ratio

Winner

XHS

1.15

BLUI

1.03

5Y Beta

XHS

0.59

Winner

BLUI

0.18

P/E Ratio

XHS

152.60

BLUI

N/A

Forward P/E

XHS

18.48

BLUI

N/A

5Y Dividends CAGR

XHS

5.34%

BLUI

N/A

5Y EPS CAGR

XHS

7.43%

BLUI

N/A

Debt to Equity

XHS

-111.73%

BLUI

N/A

P/S Ratio

XHS

0.58

BLUI

N/A

P/B Ratio

XHS

2.61

BLUI

N/A

XHS vs BLUI - Historical Returns

Returns include dividend reinvestment.

Period	XHS	BLUI
1 month	+7.49%	+0.27%
3 months	+18.52%	+1.97%
6 months	+11.55%	+4.10%
1 year	+25.55%	+7.69%
5 years(CAGR)	+1.44%	N/A
10 years(CAGR)	+8.37%	N/A
Max(CAGR)	+12.34%	+7.95%

Winner

XHS

+7.49%

BLUI

+0.27%

Winner

XHS

+18.52%

BLUI

+1.97%

Winner

XHS

+11.55%

BLUI

+4.10%

Winner

XHS

+25.55%

BLUI

+7.69%

5Y(CAGR)

XHS

+1.44%

BLUI

N/A

10Y(CAGR)

XHS

+8.37%

BLUI

N/A

Max(CAGR)

Winner

XHS

+12.34%

BLUI

+7.95%

XHS vs BLUI - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	XHS	BLUI
2026	+13.80%	+3.66%
2025	+18.32%	+3.80%
2024	+0.55%	N/A
2023	+6.10%	N/A
2022	-20.48%	N/A
2021	+9.75%	N/A
2020	+34.25%	N/A
2019	+19.16%	N/A
2018	+0.70%	N/A
2017	+16.30%	N/A
2016	-7.08%	N/A
2015	+3.75%	N/A
2014	+25.76%	N/A
2013	+35.32%	N/A
2012	+22.06%	N/A
2011	+14.26%	N/A

XHS vs BLUI Drawdown Comparison

The maximum drawdown for XHS was -39.32%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The maximum drawdown for BLUI was -2.43%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.

The current BLUI drawdown is -0.04%.

Rank	XHS	BLUI
#1	-39.32% Feb 19, 2020 - Sep 2, 2020	-2.43% Feb 27, 2026 - Apr 17, 2026
#2	-32.62% Jun 28, 2021 - May 27, 2026	-1.19% Sep 15, 2025 - Oct 20, 2025
#3	-27.38% Aug 5, 2015 - Jan 22, 2018	-0.90% Oct 27, 2025 - Nov 25, 2025
#4	-22.07% Sep 28, 2018 - Jan 15, 2020	-0.71% Nov 28, 2025 - Jan 8, 2026
#5	-12.83% Apr 3, 2012 - Jul 18, 2012	-0.68% May 6, 2026 - May 26, 2026
#6	-10.97% Feb 9, 2021 - Apr 23, 2021	-0.65% Jul 2, 2025 - Jul 22, 2025
#7	-10.30% Jan 29, 2018 - May 18, 2018	-0.51% May 26, 2026 - Jun 11, 2026
#8	-10.25% Sep 2, 2020 - Oct 5, 2020	-0.51% Jan 16, 2026 - Feb 5, 2026
#9	-9.26% Oct 28, 2011 - Jan 11, 2012	-0.50% Jun 24, 2025 - Jun 30, 2025
#10	-7.34% Sep 30, 2011 - Oct 11, 2011	-0.47% Aug 4, 2025 - Aug 13, 2025
#11	-6.25% Jan 22, 2020 - Feb 11, 2020	-0.42% Apr 20, 2026 - Apr 30, 2026
#12	-6.22% Jul 18, 2012 - Aug 27, 2012	-0.39% Aug 13, 2025 - Aug 22, 2025
#13	-6.02% Sep 11, 2014 - Oct 28, 2014	-0.39% Aug 28, 2025 - Sep 4, 2025
#14	-6.00% Apr 24, 2015 - May 22, 2015	-0.35% Jul 29, 2025 - Aug 4, 2025
#15	-5.71% Oct 23, 2020 - Nov 3, 2020	-0.27% Apr 30, 2026 - May 6, 2026

Correlation

Correlation between XHS and BLUI is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2011 - 2026)

XHS vs BLUI dividend yield comparison.

Year	XHS	BLUI
2026	0.03%	1.84%
2025	0.27%	2.91%
2024	0.38%	0.00%
2023	0.23%	0.00%
2022	0.19%	0.00%
2021	0.20%	0.00%
2020	0.23%	0.00%
2019	2.37%	0.00%
2018	0.34%	0.00%
2017	0.22%	0.00%
2016	0.28%	0.00%
2015	0.93%	0.00%
2014	1.17%	0.00%
2013	0.46%	0.00%
2012	4.12%	0.00%
2011	0.02%	0.00%