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XHS vs SPY

Comparison between STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE SERVICES ETF (XHS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed XHS, delivering a return of +12.4% compared to +3.6%

XHS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XHS
$140M
Winner
SPY
$781B
Expense Ratio
XHS
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
XHS
39.36%
SPY
56.47%
Sharpe Ratio
Winner
XHS
1.93
SPY
1.12
5Y Beta
Winner
XHS
0.59
SPY
1.00
P/E Ratio
XHS
95.56
Winner
SPY
28.53
Forward P/E
Winner
XHS
19.78
SPY
21.47
5Y Dividends CAGR
XHS
4.54%
Winner
SPY
6.00%
5Y EPS CAGR
XHS
12.79%
Winner
SPY
25.58%
Debt to Equity
Winner
XHS
-124.87%
SPY
32.09%
P/S Ratio
Winner
XHS
0.67
SPY
3.75
P/B Ratio
Winner
XHS
3.11
SPY
5.64

XHS vs SPY - Holdings Comparison

XHS and SPY have 16 common holdings. Overlap is 1.67%

XHS's top 25 holdings weight is 48.58%. SPY's top 25 holdings weight is 51.74%.

RankXHSSPY
#1
n/a (LFST) - 2.25%
NVIDIA CORP (NVDA) - 7.89%
#2
n/a (HNGE) - 2.23%
APPLE INC (AAPL) - 7.37%
#3
ACADIA HEALTHCARE CO INC (ACHC) - 2.18%
MICROSOFT CORP (MSFT) - 4.50%
#4
n/a (HIMS) - 2.16%
AMAZON.COM INC (AMZN) - 3.82%
#5
PACS GROUP INC (PACS) - 2.11%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
NEOGENOMICS INC (NEO) - 2.07%
BROADCOM INC (AVGO) - 2.86%
#7
GUARDANT HEALTH INC (GH) - 2.01%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
PROGYNY INC (PGNY) - 2.01%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
PRIVIA HEALTH GROUP INC (PRVA) - 1.98%
TESLA INC (TSLA) - 1.70%
#10
n/a (WGS) - 1.96%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ASTRANA HEALTH INC (ASTH) - 1.96%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
ADDUS HOMECARE CORP (ADUS) - 1.91%
ELI LILLY AND CO (LLY) - 1.40%
#13
MOLINA HEALTHCARE INC (MOH) - 1.90%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
DAVITA INC (DVA) - 1.88%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
TENET HEALTHCARE CORP (THC) - 1.88%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
CONCENTRA GROUP HOLDINGS PARENT INC (CON) - 1.85%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
CHEMED CORP (CHE) - 1.83%
VISA INC CLASS A (V) - 0.90%
#18
US PHYSICAL THERAPY INC (USPH) - 1.83%
WALMART INC (WMT) - 0.76%
#19
NATIONAL HEALTHCARE CORP (NHC) - 1.82%
INTEL CORP (INTC) - 0.75%
#20
BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.82%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
HUMANA INC (HUM) - 1.81%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
SURGERY PARTNERS INC (SGRY) - 1.80%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
ENSIGN GROUP INC (ENSG) - 1.78%
ABBVIE INC (ABBV) - 0.66%
#24
HENRY SCHEIN INC (HSIC) - 1.78%
CATERPILLAR INC (CAT) - 0.65%
#25
PEDIATRIX MEDICAL GROUP INC (MD) - 1.77%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings61505

XHS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XHS
+7.08%
SPY
+0.63%
3M
Winner
XHS
+22.45%
SPY
+4.46%
6M
Winner
XHS
+18.76%
SPY
+7.67%
1Y
Winner
XHS
+41.61%
SPY
+17.68%
5Y(CAGR)
XHS
+3.59%
Winner
SPY
+12.42%
10Y(CAGR)
XHS
+8.72%
Winner
SPY
+14.84%
Max(CAGR)
Winner
XHS
+12.83%
SPY
+8.44%

XHS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXHSSPY
2026+23.04%+8.63%
2025+18.32%+18.00%
2024+0.55%+25.59%
2023+6.10%+26.72%
2022-20.48%-18.64%
2021+9.75%+30.52%
2020+34.25%+17.28%
2019+19.16%+31.09%
2018+0.70%-5.24%
2017+16.30%+20.78%
2016-7.08%+13.59%
2015+3.75%+1.31%
2014+25.76%+14.56%
2013+35.32%+29.00%
2012+22.06%+14.17%
2011+14.26%+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

XHS vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current XHS drawdown is -4.20%. The current SPY drawdown is -2.57%.

RankXHSSPY
#1-39.32%
Feb 19, 2020 - Sep 2, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-32.62%
Jun 28, 2021 - May 27, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-27.38%
Aug 5, 2015 - Jan 22, 2018		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.07%
Sep 28, 2018 - Jan 15, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.83%
Apr 3, 2012 - Jul 18, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.97%
Feb 9, 2021 - Apr 23, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.30%
Jan 29, 2018 - May 18, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.25%
Sep 2, 2020 - Oct 5, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.26%
Oct 28, 2011 - Jan 11, 2012		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.34%
Sep 30, 2011 - Oct 11, 2011		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.25%
Jan 22, 2020 - Feb 11, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.22%
Jul 18, 2012 - Aug 27, 2012		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.02%
Sep 11, 2014 - Oct 28, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.00%
Apr 24, 2015 - May 22, 2015		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.71%
Oct 23, 2020 - Nov 3, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between XHS and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

XHS vs SPY dividend yield comparison.

YearXHSSPY
20260.06%0.50%
20250.27%1.07%
20240.38%1.21%
20230.23%1.40%
20220.19%1.65%
20210.20%1.20%
20200.23%1.52%
20192.37%1.75%
20180.34%2.04%
20170.22%1.80%
20160.28%2.03%
20150.93%2.06%
20141.17%1.87%
20130.46%1.81%
20124.12%2.18%
20110.02%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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