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XPH vs SPY

Comparison between STATE STREET(R) SPDR(R) S&P(R) PHARMACEUTICALS ETF (XPH, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed XPH, delivering a return of +13.3% compared to +3.8%

XPH vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XPH
$355M
Winner
SPY
$735B
Expense Ratio
XPH
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
XPH
52.72%
SPY
56.47%
Sharpe Ratio
XPH
1.48
Winner
SPY
1.62
5Y Beta
Winner
XPH
0.77
SPY
1.00
P/E Ratio
Winner
XPH
-26.31
SPY
28.99
Forward P/E
Winner
XPH
10.86
SPY
22.37
5Y Dividends CAGR
Winner
XPH
10.65%
SPY
5.43%
5Y EPS CAGR
XPH
-2.08%
Winner
SPY
26.05%
Debt to Equity
Winner
XPH
14.34%
SPY
32.40%
P/S Ratio
Winner
XPH
2.40
SPY
3.74
P/B Ratio
Winner
XPH
3.32
SPY
5.61

XPH vs SPY - Holdings Comparison

XPH and SPY have 8 common holdings. Overlap is 3.12%

XPH's top 25 holdings weight is 55.14%. SPY's top 25 holdings weight is 52.37%.

RankXPHSPY
#1
ORGANON & CO ORDINARY SHARES (OGN) - 3.81%
NVIDIA CORP (NVDA) - 8.10%
#2
CORCEPT THERAPEUTICS INC (CORT) - 3.25%
APPLE INC (AAPL) - 7.02%
#3
LIQUIDIA CORP ORDINARY SHARES (LQDA) - 2.84%
MICROSOFT CORP (MSFT) - 4.79%
#4
AXSOME THERAPEUTICS INC (AXSM) - 2.67%
AMAZON.COM INC (AMZN) - 4.02%
#5
ENLIVEN THERAPEUTICS INC (ELVN) - 2.52%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
JAZZ PHARMACEUTICALS PLC (JAZZ) - 2.33%
BROADCOM INC (AVGO) - 3.10%
#7
DEFINIUM THERAPEUTICS INC ORDINARY SHARES (DFTX) - 2.23%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
TREVI THERAPEUTICS INC (TRVI) - 2.19%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
VIATRIS INC (VTRS) - 2.12%
TESLA INC (TSLA) - 1.89%
#10
ESPERION THERAPEUTICS INC (ESPR) - 2.11%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
INDIVIOR PHARMACEUTICALS INC ORDINARY SHARE (INDV) - 2.10%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
ROYALTY PHARMA PLC CLASS A (RPRX) - 2.10%
ELI LILLY AND CO (LLY) - 1.31%
#13
PERRIGO CO PLC (PRGO) - 2.00%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
EDGEWISE THERAPEUTICS INC (EWTX) - 1.97%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
MBX BIOSCIENCES INC (MBX) - 1.96%
EXXON MOBIL CORP (XOM) - 0.97%
#16
ANI PHARMACEUTICALS INC (ANIP) - 1.94%
INTEL CORP (INTC) - 0.90%
#17
ELI LILLY AND CO (LLY) - 1.94%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
PACIRA BIOSCIENCES INC (PCRX) - 1.94%
VISA INC CLASS A (V) - 0.85%
#19
LIGAND PHARMACEUTICALS INC (LGND) - 1.94%
WALMART INC (WMT) - 0.81%
#20
HARMONY BIOSCIENCES HOLDINGS INC ORDINARY SHARES (HRMY) - 1.90%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
XERIS BIOPHARMA HOLDINGS INC (XERS) - 1.88%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
MERCK & CO INC (MRK) - 1.87%
CATERPILLAR INC (CAT) - 0.66%
#23
NUVATION BIO INC ORDINARY SHARES CLASS A (NUVB) - 1.86%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
INNOVIVA INC (INVA) - 1.84%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
AMNEAL PHARMACEUTICALS INC ORDINARY SHARES CLASS A (AMRX) - 1.83%
ABBVIE INC (ABBV) - 0.58%
Total Holdings59505

XPH vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
XPH
-4.57%
Winner
SPY
+1.90%
3M
XPH
+3.27%
Winner
SPY
+8.55%
6M
XPH
+5.26%
Winner
SPY
+8.18%
1Y
Winner
XPH
+39.58%
SPY
+25.79%
5Y(CAGR)
XPH
+3.76%
Winner
SPY
+13.32%
10Y(CAGR)
XPH
+3.42%
Winner
SPY
+15.19%
Max(CAGR)
Winner
XPH
+8.49%
SPY
+8.47%

XPH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXPHSPY
2026+3.43%+8.26%
2025+32.67%+18.00%
2024+4.80%+25.59%
2023+3.85%+26.72%
2022-10.72%-18.64%
2021-9.89%+30.52%
2020+14.99%+17.28%
2019+24.63%+31.09%
2018-16.41%-5.24%
2017+9.20%+20.78%
2016-21.50%+13.59%
2015+1.71%+1.31%
2014+30.23%+14.56%
2013+58.86%+29.00%
2012+10.07%+14.17%
2011+11.81%+0.85%
2010+19.70%+13.14%
2009+25.21%+22.67%
2008-8.06%-36.25%
2007-1.40%+5.32%
2006+11.12%+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%

XPH vs SPY Drawdown Comparison

The maximum drawdown for XPH was -48.04%, occurring on Mar 23, 2020. Recovery took 2621 trading sessions.

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

The current XPH drawdown is -6.03%. The current SPY drawdown is -2.90%.

RankXPHSPY
#1-48.04%
Jul 22, 2015 - Dec 22, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-35.26%
May 9, 2007 - Oct 14, 2009		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-17.59%
Jul 7, 2011 - Jan 9, 2012		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-14.50%
Mar 5, 2014 - Jun 20, 2014		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.17%
Sep 18, 2012 - Feb 19, 2013		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-11.97%
Feb 25, 2026 - Apr 17, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.95%
Apr 5, 2010 - Sep 13, 2010		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.85%
Jul 3, 2014 - Sep 17, 2014		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.60%
Mar 19, 2015 - Jul 14, 2015		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.08%
Oct 15, 2009 - Nov 23, 2009		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.24%
May 6, 2026 - Jun 2, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.03%
Sep 24, 2014 - Oct 28, 2014		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.73%
Feb 20, 2007 - Apr 12, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.56%
Jan 18, 2011 - Apr 4, 2011		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.43%
Apr 27, 2012 - Jun 19, 2012		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between XPH and SPY is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (1999 - 2026)

XPH vs SPY dividend yield comparison.

YearXPHSPY
20260.11%0.24%
20250.83%1.07%
20241.58%1.21%
20231.28%1.40%
20221.64%1.65%
20210.95%1.20%
20200.47%1.52%
20190.64%1.75%
20180.65%2.04%
20170.67%1.80%
20160.63%2.03%
20157.15%2.06%
20145.55%1.87%
20132.06%1.81%
20121.91%2.18%
20111.15%2.05%
20101.12%1.80%
20090.99%1.95%
20081.56%3.02%
20071.11%1.85%
20060.76%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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