XHS vs MSFO
Comparison between STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE SERVICES ETF (XHS, ETF) and YIELDMAX(R) MSFT OPTION INCOME STRATEGY ETF (MSFO, ETF).
XHS vs MSFO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XHS
$98M
MSFO
$98M
Expense Ratio
Winner
XHS
0.35%
MSFO
1.03%
Max Drawdown
Winner
XHS
39.36%
MSFO
52.10%
Sharpe Ratio
Winner
XHS
0.91
MSFO
-0.39
5Y Beta
Winner
XHS
0.60
MSFO
0.76
P/E Ratio
XHS
99.38
MSFO
N/A
Forward P/E
XHS
17.62
MSFO
N/A
5Y Dividends CAGR
XHS
5.34%
MSFO
N/A
5Y EPS CAGR
XHS
5.87%
MSFO
N/A
Debt to Equity
XHS
-114.97%
MSFO
N/A
P/S Ratio
XHS
0.54
MSFO
N/A
P/B Ratio
XHS
2.51
MSFO
N/A
XHS vs MSFO - Holdings Comparison
XHS and MSFO have 0 common holdings. Overlap is 0.00%
XHS's top 25 holdings weight is 55.40%. MSFO's top 25 holdings weight is 1.91%.
| Rank | XHS | MSFO |
|---|---|---|
| #1 | HUMANA INC (HUM) - 3.08% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.91% |
| #2 | CENTENE CORP (CNC) - 2.95% | N/A |
| #3 | CLOVER HEALTH INVESTMENTS CORP ORDINARY SHARES CLASS A (CLOV) - 2.63% | N/A |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 2.48% | N/A |
| #5 | ASTRANA HEALTH INC (ASTH) - 2.48% | N/A |
| #6 | ELEVANCE HEALTH INC (ELV) - 2.42% | N/A |
| #7 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 2.39% | N/A |
| #8 | PROGYNY INC (PGNY) - 2.39% | N/A |
| #9 | MOLINA HEALTHCARE INC (MOH) - 2.33% | N/A |
| #10 | DAVITA INC (DVA) - 2.31% | N/A |
| #11 | CVS HEALTH CORP (CVS) - 2.24% | N/A |
| #12 | AMN HEALTHCARE SERVICES INC (AMN) - 2.24% | N/A |
| #13 | PEDIATRIX MEDICAL GROUP INC (MD) - 2.13% | N/A |
| #14 | PACS GROUP INC (PACS) - 2.12% | N/A |
| #15 | THE CIGNA GROUP (CI) - 2.04% | N/A |
| #16 | CONCENTRA GROUP HOLDINGS PARENT INC (CON) - 2.03% | N/A |
| #17 | GUARDANT HEALTH INC (GH) - 2.02% | N/A |
| #18 | CORVEL CORP (CRVL) - 1.94% | N/A |
| #19 | ACADIA HEALTHCARE CO INC (ACHC) - 1.94% | N/A |
| #20 | LIFESTANCE HEALTH GROUP INC ORDINARY SHARES (LFST) - 1.94% | N/A |
| #21 | ENCOMPASS HEALTH CORP (EHC) - 1.91% | N/A |
| #22 | CHEMED CORP (CHE) - 1.86% | N/A |
| #23 | PRIVIA HEALTH GROUP INC (PRVA) - 1.86% | N/A |
| #24 | SURGERY PARTNERS INC (SGRY) - 1.84% | N/A |
| #25 | HEALTHEQUITY INC (HQY) - 1.83% | N/A |
| Total Holdings | 59 | 1 |
XHS vs MSFO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XHS
+7.73%
MSFO
+0.09%
3M
Winner
XHS
+8.49%
MSFO
+1.84%
6M
Winner
XHS
+8.99%
MSFO
-10.65%
1Y
Winner
XHS
+19.97%
MSFO
-7.22%
5Y(CAGR)
XHS
+0.97%
MSFO
N/A
10Y(CAGR)
XHS
+7.62%
MSFO
N/A
Max(CAGR)
Winner
XHS
+12.00%
MSFO
+11.14%
XHS vs MSFO - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | XHS | MSFO |
|---|---|---|
| 2026 | +8.71% | -9.15% |
| 2025 | +18.32% | +15.23% |
| 2024 | +0.55% | +11.85% |
| 2023 | +6.10% | +18.32% |
| 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 MSFO Drawdown Comparison
The maximum drawdown for XHS was -39.32%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The maximum drawdown for MSFO was -29.22%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current MSFO drawdown is -18.45%.
| Rank | XHS | MSFO |
|---|---|---|
| #1 | -39.32% Feb 19, 2020 - Sep 2, 2020 | -29.22% Oct 28, 2025 - Mar 27, 2026 |
| #2 | -32.62% Jun 28, 2021 - May 27, 2026 | -19.13% Jul 5, 2024 - May 27, 2025 |
| #3 | -27.38% Aug 5, 2015 - Jan 22, 2018 | -7.30% Apr 11, 2024 - May 20, 2024 |
| #4 | -22.07% Sep 28, 2018 - Jan 15, 2020 | -6.81% Sep 14, 2023 - Oct 24, 2023 |
| #5 | -12.83% Apr 3, 2012 - Jul 18, 2012 | -6.35% Aug 4, 2025 - Oct 27, 2025 |
| #6 | -10.97% Feb 9, 2021 - Apr 23, 2021 | -3.72% Feb 8, 2024 - Mar 1, 2024 |
| #7 | -10.30% Jan 29, 2018 - May 18, 2018 | -3.65% Oct 25, 2023 - Nov 1, 2023 |
| #8 | -10.25% Sep 2, 2020 - Oct 5, 2020 | -3.35% May 24, 2024 - Jun 11, 2024 |
| #9 | -9.26% Oct 28, 2011 - Jan 11, 2012 | -2.73% Nov 28, 2023 - Dec 22, 2023 |
| #10 | -7.34% Sep 30, 2011 - Oct 11, 2011 | -2.48% Mar 4, 2024 - Mar 12, 2024 |
| #11 | -6.25% Jan 22, 2020 - Feb 11, 2020 | -2.01% Dec 29, 2023 - Jan 8, 2024 |
| #12 | -6.22% Jul 18, 2012 - Aug 27, 2012 | -1.70% Mar 22, 2024 - Apr 9, 2024 |
| #13 | -6.02% Sep 11, 2014 - Oct 28, 2014 | -1.58% Jul 31, 2025 - Aug 4, 2025 |
| #14 | -6.00% Apr 24, 2015 - May 22, 2015 | -1.43% Jan 29, 2024 - Feb 2, 2024 |
| #15 | -5.71% Oct 23, 2020 - Nov 3, 2020 | -1.23% Jun 30, 2025 - Jul 3, 2025 |
Correlation
Correlation between XHS and MSFO is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.53
-101
Dividend Comparison (2011 - 2026)
XHS vs MSFO dividend yield comparison.
| Year | XHS | MSFO |
|---|---|---|
| 2026 | 0.04% | 16.72% |
| 2025 | 0.27% | 33.91% |
| 2024 | 0.38% | 35.15% |
| 2023 | 0.23% | 6.44% |
| 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% |
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