XHS vs BSMY

Comparison between STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE SERVICES ETF (XHS, ETF) and Invesco BulletShares 2034 Municipal Bond ETF (BSMY, ETF).

XHS vs BSMY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XHS(ETF)	BSMY(ETF)
Net Assets	$140M	$140M
Expense Ratio	0.35%	0.18%
Max Drawdown	39.36%	7.98%
Sharpe Ratio	2.14	1.04
5Y Beta	0.58	0.06
P/E Ratio	101.90	N/A
Forward P/E	19.73	N/A
5Y Dividends CAGR	4.54%	N/A
5Y EPS CAGR	13.05%	N/A
Debt to Equity	-124.84%	N/A
P/S Ratio	0.67	N/A
P/B Ratio	3.08	N/A

Net Assets

XHS

$140M

Winner

BSMY

$140M

Expense Ratio

XHS

0.35%

Winner

BSMY

0.18%

Max Drawdown

XHS

39.36%

Winner

BSMY

7.98%

Sharpe Ratio

Winner

XHS

2.14

BSMY

1.04

5Y Beta

XHS

0.58

Winner

BSMY

0.06

P/E Ratio

XHS

101.90

BSMY

N/A

Forward P/E

XHS

19.73

BSMY

N/A

5Y Dividends CAGR

XHS

4.54%

BSMY

N/A

5Y EPS CAGR

XHS

13.05%

BSMY

N/A

Debt to Equity

XHS

-124.84%

BSMY

N/A

P/S Ratio

XHS

0.67

BSMY

N/A

P/B Ratio

XHS

3.08

BSMY

N/A

XHS vs BSMY - Historical Returns

Returns include dividend reinvestment.

Period	XHS	BSMY
1 month	+11.09%	-0.87%
3 months	+26.32%	-0.30%
6 months	+22.89%	+0.01%
1 year	+49.44%	+7.28%
5 years(CAGR)	+4.06%	N/A
10 years(CAGR)	+9.08%	N/A
Max(CAGR)	+13.05%	+1.47%

Winner

XHS

+11.09%

BSMY

-0.87%

Winner

XHS

+26.32%

BSMY

-0.30%

Winner

XHS

+22.89%

BSMY

+0.01%

Winner

XHS

+49.44%

BSMY

+7.28%

5Y(CAGR)

XHS

+4.06%

BSMY

N/A

10Y(CAGR)

XHS

+9.08%

BSMY

N/A

Max(CAGR)

Winner

XHS

+13.05%

BSMY

+1.47%

XHS vs BSMY - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	XHS	BSMY
2026	+26.52%	+0.65%
2025	+18.32%	+3.39%
2024	+0.55%	-1.86%
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 BSMY Drawdown Comparison

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

The maximum drawdown for BSMY was -6.81%, occurring on Apr 11, 2025. Recovery took 210 trading sessions.

The current XHS drawdown is -1.49%. The current BSMY drawdown is -1.40%.

Rank	XHS	BSMY
#1	-39.32% Feb 19, 2020 - Sep 2, 2020	-6.81% Dec 6, 2024 - Oct 10, 2025
#2	-32.62% Jun 28, 2021 - May 27, 2026	-3.55% Oct 1, 2024 - Dec 2, 2024
#3	-27.38% Aug 5, 2015 - Jan 22, 2018	-3.31% Feb 27, 2026 - Jul 6, 2026
#4	-22.07% Sep 28, 2018 - Jan 15, 2020	-1.40% Jul 6, 2026 - Jul 21, 2026
#5	-12.83% Apr 3, 2012 - Jul 18, 2012	-0.67% Nov 11, 2025 - Jan 2, 2026
#6	-10.97% Feb 9, 2021 - Apr 23, 2021	-0.51% Jan 14, 2026 - Feb 3, 2026
#7	-10.30% Jan 29, 2018 - May 18, 2018	-0.38% Sep 16, 2024 - Oct 1, 2024
#8	-10.25% Sep 2, 2020 - Oct 5, 2020	-0.26% Oct 28, 2025 - Nov 11, 2025
#9	-9.26% Oct 28, 2011 - Jan 11, 2012	-0.21% Feb 10, 2026 - Feb 13, 2026
#10	-7.34% Sep 30, 2011 - Oct 11, 2011	-0.18% Dec 4, 2024 - Dec 6, 2024
#11	-6.25% Jan 22, 2020 - Feb 11, 2020	-0.16% Feb 5, 2026 - Feb 10, 2026
#12	-6.22% Jul 18, 2012 - Aug 27, 2012	-0.12% Feb 19, 2026 - Feb 24, 2026
#13	-6.02% Sep 11, 2014 - Oct 28, 2014	-0.08% Jan 9, 2026 - Jan 14, 2026
#14	-6.00% Apr 24, 2015 - May 22, 2015	-0.08% Sep 11, 2024 - Sep 13, 2024
#15	-5.71% Oct 23, 2020 - Nov 3, 2020	-0.07% Jan 7, 2026 - Jan 9, 2026

Correlation

Correlation between XHS and BSMY is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2011 - 2026)

XHS vs BSMY dividend yield comparison.

Year	XHS	BSMY
2026	0.06%	2.12%
2025	0.27%	3.31%
2024	0.38%	0.79%
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%