XLSR vs IHE
Comparison between STATE STREET(R) US SECTOR ROTATION ETF (XLSR, ETF) and ISHARES U.S. PHARMACEUTICALS ETF (IHE, ETF).
5-Year PerformanceIHE has outperformed XLSR, delivering a return of +10.6% compared to +9.5%
XLSR vs IHE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLSR
$946M
Winner
IHE
$946M
Expense Ratio
XLSR
0.70%
Winner
IHE
0.38%
Max Drawdown
Winner
XLSR
32.94%
IHE
39.60%
Sharpe Ratio
XLSR
1.38
Winner
IHE
1.99
5Y Beta
XLSR
1.03
Winner
IHE
0.50
P/E Ratio
XLSR
N/A
IHE
94.06
Forward P/E
XLSR
N/A
IHE
16.04
5Y Dividends CAGR
XLSR
-1.04%
Winner
IHE
20.12%
5Y EPS CAGR
XLSR
N/A
IHE
12.26%
Debt to Equity
XLSR
N/A
IHE
80.27%
P/S Ratio
XLSR
N/A
IHE
3.99
P/B Ratio
XLSR
N/A
IHE
4.60
XLSR vs IHE - Holdings Comparison
XLSR and IHE have 1 common holdings. Overlap is 0.00%
XLSR's top 25 holdings weight is 99.70%. IHE's top 25 holdings weight is 92.20%.
| Rank | XLSR | IHE |
|---|---|---|
| #1 | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 24.60% | ELI LILLY AND CO (LLY) - 23.35% |
| #2 | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 19.23% | JOHNSON & JOHNSON (JNJ) - 21.14% |
| #3 | STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 7.93% | VIATRIS INC (VTRS) - 5.13% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 6.32% | ROYALTY PHARMA PLC CLASS A (RPRX) - 5.12% |
| #5 | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 5.93% | MERCK & CO INC (MRK) - 4.62% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.87% | BRISTOL-MYERS SQUIBB CO (BMY) - 4.35% |
| #7 | NVIDIA CORP (NVDA) - 4.67% | PFIZER INC (PFE) - 4.16% |
| #8 | APPLE INC (AAPL) - 4.08% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 3.90% |
| #9 | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 3.82% | ZOETIS INC CLASS A (ZTS) - 2.98% |
| #10 | META PLATFORMS INC CLASS A (META) - 3.37% | ELANCO ANIMAL HEALTH INC (ELAN) - 2.89% |
| #11 | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 3.06% | AXSOME THERAPEUTICS INC (AXSM) - 2.67% |
| #12 | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 2.94% | CORCEPT THERAPEUTICS INC (CORT) - 1.51% |
| #13 | MICROSOFT CORP (MSFT) - 2.69% | INDIVIOR PHARMACEUTICALS INC ORDINARY SHARE (INDV) - 1.25% |
| #14 | BROADCOM INC (AVGO) - 1.73% | LIGAND PHARMACEUTICALS INC (LGND) - 1.21% |
| #15 | NETFLIX INC (NFLX) - 0.85% | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.12% |
| #16 | WALMART INC (WMT) - 0.65% | CRINETICS PHARMACEUTICALS INC (CRNX) - 1.01% |
| #17 | AMAZON.COM INC (AMZN) - 0.52% | ORGANON & CO ORDINARY SHARES (OGN) - 0.93% |
| #18 | COSTCO WHOLESALE CORP (COST) - 0.51% | SUPERNUS PHARMACEUTICALS INC (SUPN) - 0.74% |
| #19 | VERIZON COMMUNICATIONS INC (VZ) - 0.42% | TARSUS PHARMACEUTICALS INC ORDINARY SHARES (TARS) - 0.65% |
| #20 | AT&T INC (T) - 0.35% | EDGEWISE THERAPEUTICS INC (EWTX) - 0.65% |
| #21 | COCA-COLA CO (KO) - 0.30% | PRESTIGE CONSUMER HEALTHCARE INC (PBH) - 0.61% |
| #22 | EXXON MOBIL CORP (XOM) - 0.27% | DEFINIUM THERAPEUTICS INC ORDINARY SHARES (DFTX) - 0.59% |
| #23 | PROCTER & GAMBLE CO (PG) - 0.27% | NEKTAR THERAPEUTICS (NKTR) - 0.56% |
| #24 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.17% | AMNEAL PHARMACEUTICALS INC ORDINARY SHARES CLASS A (AMRX) - 0.56% |
| #25 | THE WALT DISNEY CO (DIS) - 0.15% | ENLIVEN THERAPEUTICS INC (ELVN) - 0.50% |
| Total Holdings | 31 | 59 |
XLSR vs IHE - Historical Returns
Returns include dividend reinvestment.
1M
XLSR
+1.40%
Winner
IHE
+3.76%
3M
Winner
XLSR
+6.59%
IHE
+5.95%
6M
XLSR
+2.92%
Winner
IHE
+12.72%
1Y
XLSR
+23.09%
Winner
IHE
+44.26%
5Y(CAGR)
XLSR
+9.47%
Winner
IHE
+10.63%
10Y(CAGR)
XLSR
N/A
IHE
+8.01%
Max(CAGR)
Winner
XLSR
+12.79%
IHE
+10.51%
XLSR vs IHE - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XLSR | IHE |
|---|---|---|
| 2026 | +3.75% | +9.58% |
| 2025 | +17.68% | +31.90% |
| 2024 | +18.70% | +6.78% |
| 2023 | +19.47% | +1.05% |
| 2022 | -16.22% | -4.09% |
| 2021 | +22.13% | +13.83% |
| 2020 | +19.32% | +13.34% |
| 2019 | +14.13% | +15.22% |
| 2018 | N/A | -8.88% |
| 2017 | N/A | +8.88% |
| 2016 | N/A | -9.62% |
| 2015 | N/A | +8.44% |
| 2014 | N/A | +30.78% |
| 2013 | N/A | +38.26% |
| 2012 | N/A | +12.71% |
| 2011 | N/A | +19.91% |
| 2010 | N/A | +10.99% |
| 2009 | N/A | +28.22% |
| 2008 | N/A | -13.94% |
| 2007 | N/A | +1.86% |
| 2006 | N/A | +6.50% |
XLSR vs IHE Drawdown Comparison
The maximum drawdown for XLSR was -32.94%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The maximum drawdown for IHE was -38.20%, occurring on Mar 5, 2009. Recovery took 647 trading sessions.
The current XLSR drawdown is -3.06%.
| Rank | XLSR | IHE |
|---|---|---|
| #1 | -32.94% Feb 19, 2020 - Aug 12, 2020 | -38.20% May 22, 2007 - Dec 14, 2009 |
| #2 | -23.32% Jan 4, 2022 - Jan 19, 2024 | -32.21% Jul 16, 2015 - Oct 9, 2020 |
| #3 | -20.57% Feb 19, 2025 - Jul 24, 2025 | -27.89% Mar 23, 2010 - Sep 20, 2010 |
| #4 | -11.06% Dec 26, 2025 - Apr 30, 2026 | -16.88% Jul 7, 2011 - Dec 20, 2011 |
| #5 | -10.24% Jul 16, 2024 - Oct 9, 2024 | -16.02% Apr 7, 2022 - Feb 5, 2024 |
| #6 | -9.48% Sep 2, 2020 - Nov 13, 2020 | -15.92% Feb 25, 2025 - Sep 30, 2025 |
| #7 | -7.10% May 3, 2019 - Jun 20, 2019 | -10.43% Mar 4, 2014 - Jun 19, 2014 |
| #8 | -6.11% Feb 12, 2021 - Apr 5, 2021 | -10.39% Oct 17, 2012 - Feb 1, 2013 |
| #9 | -5.80% Sep 3, 2021 - Nov 3, 2021 | -9.85% Aug 30, 2024 - Feb 25, 2025 |
| #10 | -5.43% Mar 28, 2024 - May 15, 2024 | -9.73% Dec 27, 2021 - Apr 7, 2022 |
| #11 | -5.35% Dec 6, 2024 - Feb 13, 2025 | -9.43% Feb 23, 2024 - Jul 16, 2024 |
| #12 | -5.02% Jul 12, 2019 - Sep 5, 2019 | -8.47% Feb 27, 2026 - May 27, 2026 |
| #13 | -4.46% May 7, 2021 - Jun 2, 2021 | -7.82% Jan 25, 2021 - May 20, 2021 |
| #14 | -4.24% Oct 29, 2025 - Nov 25, 2025 | -7.80% Aug 17, 2021 - Dec 16, 2021 |
| #15 | -4.09% Sep 12, 2019 - Oct 25, 2019 | -7.74% Jul 3, 2014 - Sep 3, 2014 |
Correlation
Correlation between XLSR and IHE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2006 - 2026)
XLSR vs IHE dividend yield comparison.
| Year | XLSR | IHE |
|---|---|---|
| 2026 | 0.11% | 0.31% |
| 2025 | 0.58% | 1.76% |
| 2024 | 0.66% | 1.73% |
| 2023 | 1.04% | 1.39% |
| 2022 | 1.80% | 2.01% |
| 2021 | 3.44% | 1.49% |
| 2020 | 1.25% | 1.19% |
| 2019 | 0.94% | 1.40% |
| 2018 | 0.00% | 1.25% |
| 2017 | 0.00% | 1.36% |
| 2016 | 0.00% | 0.92% |
| 2015 | 0.00% | 1.93% |
| 2014 | 0.00% | 1.20% |
| 2013 | 0.00% | 1.06% |
| 2012 | 0.00% | 1.97% |
| 2011 | 0.00% | 1.18% |
| 2010 | 0.00% | 1.39% |
| 2009 | 0.00% | 1.37% |
| 2008 | 0.00% | 1.64% |
| 2007 | 0.00% | 1.03% |
| 2006 | 0.00% | 0.62% |
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