XHS vs PHEQ
Comparison between STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE SERVICES ETF (XHS, ETF) and PARAMETRIC HEDGED EQUITY ETF (PHEQ, ETF).
XHS vs PHEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XHS
$140M
Winner
PHEQ
$140M
Expense Ratio
XHS
0.35%
Winner
PHEQ
0.29%
Max Drawdown
XHS
39.36%
Winner
PHEQ
12.74%
Sharpe Ratio
Winner
XHS
2.14
PHEQ
1.38
5Y Beta
XHS
0.58
Winner
PHEQ
0.53
P/E Ratio
XHS
101.90
Winner
PHEQ
30.93
Forward P/E
Winner
XHS
19.73
PHEQ
21.51
5Y Dividends CAGR
XHS
4.54%
PHEQ
N/A
5Y EPS CAGR
XHS
13.05%
Winner
PHEQ
25.91%
Debt to Equity
Winner
XHS
-124.84%
PHEQ
39.86%
P/S Ratio
Winner
XHS
0.67
PHEQ
3.74
P/B Ratio
Winner
XHS
3.08
PHEQ
5.76
XHS vs PHEQ - Holdings Comparison
XHS and PHEQ have 4 common holdings. Overlap is -0.47%
XHS's top 25 holdings weight is 48.58%. PHEQ's top 25 holdings weight is 58.32%.
| Rank | XHS | PHEQ |
|---|---|---|
| #1 | n/a (LFST) - 2.25% | NVIDIA CORP (NVDA) - 8.04% |
| #2 | n/a (HNGE) - 2.23% | APPLE INC (AAPL) - 7.57% |
| #3 | ACADIA HEALTHCARE CO INC (ACHC) - 2.18% | MICROSOFT CORP (MSFT) - 4.57% |
| #4 | n/a (HIMS) - 2.16% | AMAZON.COM INC (AMZN) - 3.98% |
| #5 | PACS GROUP INC (PACS) - 2.11% | ALPHABET INC CLASS A (GOOGL) - 3.44% |
| #6 | NEOGENOMICS INC (NEO) - 2.07% | BROADCOM INC (AVGO) - 3.02% |
| #7 | GUARDANT HEALTH INC (GH) - 2.01% | ALPHABET INC CLASS C (GOOG) - 2.99% |
| #8 | PROGYNY INC (PGNY) - 2.01% | META PLATFORMS INC CLASS A (META) - 2.31% |
| #9 | PRIVIA HEALTH GROUP INC (PRVA) - 1.98% | TESLA INC (TSLA) - 2.03% |
| #10 | n/a (WGS) - 1.96% | MICRON TECHNOLOGY INC (MU) - 1.82% |
| #11 | ASTRANA HEALTH INC (ASTH) - 1.96% | JPMORGAN CHASE & CO (JPM) - 1.78% |
| #12 | ADDUS HOMECARE CORP (ADUS) - 1.91% | ELI LILLY AND CO (LLY) - 1.78% |
| #13 | MOLINA HEALTHCARE INC (MOH) - 1.90% | JOHNSON & JOHNSON (JNJ) - 1.43% |
| #14 | DAVITA INC (DVA) - 1.88% | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.38% |
| #15 | TENET HEALTHCARE CORP (THC) - 1.88% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.34% |
| #16 | CONCENTRA GROUP HOLDINGS PARENT INC (CON) - 1.85% | CISCO SYSTEMS INC (CSCO) - 1.33% |
| #17 | CHEMED CORP (CHE) - 1.83% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% |
| #18 | US PHYSICAL THERAPY INC (USPH) - 1.83% | VISA INC CLASS A (V) - 1.22% |
| #19 | NATIONAL HEALTHCARE CORP (NHC) - 1.82% | KLA CORP (KLAC) - 1.05% |
| #20 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.82% | ADVANCED MICRO DEVICES INC (AMD) - 1.03% |
| #21 | HUMANA INC (HUM) - 1.81% | CATERPILLAR INC (CAT) - 1.03% |
| #22 | SURGERY PARTNERS INC (SGRY) - 1.80% | WALMART INC (WMT) - 1.02% |
| #23 | ENSIGN GROUP INC (ENSG) - 1.78% | ABBVIE INC (ABBV) - 0.99% |
| #24 | HENRY SCHEIN INC (HSIC) - 1.78% | MASTERCARD INC CLASS A (MA) - 0.94% |
| #25 | PEDIATRIX MEDICAL GROUP INC (MD) - 1.77% | BANK OF AMERICA CORP (BAC) - 0.92% |
| Total Holdings | 61 | 183 |
XHS vs PHEQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XHS
+11.09%
PHEQ
+0.65%
3M
Winner
XHS
+26.32%
PHEQ
+3.66%
6M
Winner
XHS
+22.89%
PHEQ
+6.35%
1Y
Winner
XHS
+49.44%
PHEQ
+12.56%
5Y(CAGR)
XHS
+4.06%
PHEQ
N/A
10Y(CAGR)
XHS
+9.08%
PHEQ
N/A
Max(CAGR)
XHS
+13.05%
Winner
PHEQ
+14.86%
XHS vs PHEQ - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | XHS | PHEQ |
|---|---|---|
| 2026 | +26.52% | +5.99% |
| 2025 | +18.32% | +11.81% |
| 2024 | +0.55% | +15.16% |
| 2023 | +6.10% | +7.19% |
| 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 PHEQ Drawdown Comparison
The maximum drawdown for XHS was -39.32%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The maximum drawdown for PHEQ was -12.55%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The current XHS drawdown is -1.49%. The current PHEQ drawdown is -0.26%.
| Rank | XHS | PHEQ |
|---|---|---|
| #1 | -39.32% Feb 19, 2020 - Sep 2, 2020 | -12.55% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -32.62% Jun 28, 2021 - May 27, 2026 | -4.26% Jan 12, 2026 - Apr 13, 2026 |
| #3 | -27.38% Aug 5, 2015 - Jan 22, 2018 | -4.11% Jul 10, 2024 - Aug 19, 2024 |
| #4 | -22.07% Sep 28, 2018 - Jan 15, 2020 | -2.60% Oct 19, 2023 - Nov 2, 2023 |
| #5 | -12.83% Apr 3, 2012 - Jul 18, 2012 | -2.14% Nov 11, 2025 - Nov 28, 2025 |
| #6 | -10.97% Feb 9, 2021 - Apr 23, 2021 | -1.74% Mar 28, 2024 - May 6, 2024 |
| #7 | -10.30% Jan 29, 2018 - May 18, 2018 | -1.70% Aug 29, 2024 - Sep 12, 2024 |
| #8 | -10.25% Sep 2, 2020 - Oct 5, 2020 | -1.70% Dec 26, 2024 - Jan 17, 2025 |
| #9 | -9.26% Oct 28, 2011 - Jan 11, 2012 | -1.41% Oct 8, 2025 - Oct 20, 2025 |
| #10 | -7.34% Sep 30, 2011 - Oct 11, 2011 | -1.37% Dec 6, 2024 - Dec 24, 2024 |
| #11 | -6.25% Jan 22, 2020 - Feb 11, 2020 | -1.30% Jul 28, 2025 - Aug 12, 2025 |
| #12 | -6.22% Jul 18, 2012 - Aug 27, 2012 | -1.25% Jun 4, 2026 - Jun 29, 2026 |
| #13 | -6.02% Sep 11, 2014 - Oct 28, 2014 | -1.02% Nov 11, 2024 - Nov 22, 2024 |
| #14 | -6.00% Apr 24, 2015 - May 22, 2015 | -0.95% Oct 29, 2024 - Nov 6, 2024 |
| #15 | -5.71% Oct 23, 2020 - Nov 3, 2020 | -0.92% Dec 28, 2023 - Jan 9, 2024 |
Correlation
Correlation between XHS and PHEQ is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2011 - 2026)
XHS vs PHEQ dividend yield comparison.
| Year | XHS | PHEQ |
|---|---|---|
| 2026 | 0.06% | 0.22% |
| 2025 | 0.27% | 1.19% |
| 2024 | 0.38% | 1.39% |
| 2023 | 0.23% | 1.73% |
| 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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