XHS vs JHMB

Comparison between STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE SERVICES ETF (XHS, ETF) and JOHN HANCOCK MORTGAGE-BACKED SECURITIES ETF (JHMB, ETF).

5-Year PerformanceXHS has outperformed JHMB, delivering a return of +4.1% compared to +1.2%

XHS vs JHMB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XHS(ETF)	JHMB(ETF)
Net Assets	$204M	$204M
Expense Ratio	0.35%	0.39%
Max Drawdown	39.36%	19.46%
Sharpe Ratio	1.64	-0.25
5Y Beta	0.58	0.01
P/E Ratio	168.19	N/A
Forward P/E	19.65	N/A
PEG Ratio	0.06	N/A
5Y Dividends CAGR	4.54%	N/A
5Y EPS CAGR	15.63%	N/A
Debt to Equity	-201.28%	N/A
P/S Ratio	0.68	N/A
P/B Ratio	2.99	N/A

Net Assets

XHS

$204M

JHMB

$204M

Expense Ratio

Winner

XHS

0.35%

JHMB

0.39%

Max Drawdown

XHS

39.36%

Winner

JHMB

19.46%

Sharpe Ratio

Winner

XHS

1.64

JHMB

-0.25

5Y Beta

XHS

0.58

Winner

JHMB

0.01

P/E Ratio

XHS

168.19

JHMB

N/A

Forward P/E

XHS

19.65

JHMB

N/A

PEG Ratio

XHS

0.06

JHMB

N/A

5Y Dividends CAGR

XHS

4.54%

JHMB

N/A

5Y EPS CAGR

XHS

15.63%

JHMB

N/A

Debt to Equity

XHS

-201.28%

JHMB

N/A

P/S Ratio

XHS

0.68

JHMB

N/A

P/B Ratio

XHS

2.99

JHMB

N/A

XHS vs JHMB - Historical Returns

Returns include dividend reinvestment.

Period	XHS	JHMB
1 month	+1.48%	+0.10%
3 months	+17.71%	-0.70%
6 months	+23.60%	-1.85%
1 year	+35.70%	+2.78%
5 years(CAGR)	+4.11%	+1.22%
10 years(CAGR)	+9.98%	N/A
Max(CAGR)	+12.89%	+1.26%

Winner

XHS

+1.48%

JHMB

+0.10%

Winner

XHS

+17.71%

JHMB

-0.70%

Winner

XHS

+23.60%

JHMB

-1.85%

Winner

XHS

+35.70%

JHMB

+2.78%

5Y(CAGR)

Winner

XHS

+4.11%

JHMB

+1.22%

10Y(CAGR)

XHS

+9.98%

JHMB

N/A

Max(CAGR)

Winner

XHS

+12.89%

JHMB

+1.26%

XHS vs JHMB - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	XHS	JHMB
2026	+25.58%	-0.03%
2025	+18.32%	+8.41%
2024	+0.55%	+3.95%
2023	+6.10%	+7.54%
2022	-20.48%	-10.14%
2021	+9.75%	-0.79%
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 JHMB Drawdown Comparison

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

The maximum drawdown for JHMB was -14.53%, occurring on Oct 24, 2022. Recovery took 720 trading sessions.

The current XHS drawdown is -2.22%. The current JHMB drawdown is -2.33%.

Rank	XHS	JHMB
#1	-39.32% Feb 19, 2020 - Sep 2, 2020	-14.53% Sep 22, 2021 - Aug 5, 2024
#2	-32.62% Jun 28, 2021 - May 27, 2026	-5.42% Sep 16, 2024 - Apr 4, 2025
#3	-27.38% Aug 5, 2015 - Jan 22, 2018	-3.47% Apr 4, 2025 - Aug 4, 2025
#4	-22.07% Sep 28, 2018 - Jan 15, 2020	-3.01% Feb 27, 2026 - May 19, 2026
#5	-12.83% Apr 3, 2012 - Jul 18, 2012	-1.18% Aug 5, 2024 - Aug 21, 2024
#6	-10.97% Feb 9, 2021 - Apr 23, 2021	-0.89% Sep 15, 2025 - Oct 13, 2025
#7	-10.30% Jan 29, 2018 - May 18, 2018	-0.88% Oct 24, 2025 - Nov 26, 2025
#8	-10.25% Sep 2, 2020 - Oct 5, 2020	-0.67% Jan 14, 2026 - Jan 23, 2026
#9	-9.26% Oct 28, 2011 - Jan 11, 2012	-0.63% Nov 26, 2025 - Dec 16, 2025
#10	-7.34% Sep 30, 2011 - Oct 11, 2011	-0.61% Jan 23, 2026 - Feb 10, 2026
#11	-6.25% Jan 22, 2020 - Feb 11, 2020	-0.46% Aug 5, 2025 - Aug 22, 2025
#12	-6.22% Jul 18, 2012 - Aug 27, 2012	-0.42% Aug 23, 2024 - Sep 4, 2024
#13	-6.02% Sep 11, 2014 - Oct 28, 2014	-0.41% Dec 30, 2025 - Jan 9, 2026
#14	-6.00% Apr 24, 2015 - May 22, 2015	-0.34% Dec 16, 2025 - Dec 26, 2025
#15	-5.71% Oct 23, 2020 - Nov 3, 2020	-0.31% Aug 21, 2024 - Aug 23, 2024

Correlation

Correlation between XHS and JHMB is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2011 - 2026)

XHS vs JHMB dividend yield comparison.

Year	XHS	JHMB
2026	0.06%	2.99%
2025	0.27%	4.48%
2024	0.38%	4.88%
2023	0.23%	4.04%
2022	0.19%	4.17%
2021	0.20%	0.98%
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%