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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 +13.0% compared to +7.2%

XPH vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XPH
$428M
Winner
SPY
$781B
Expense Ratio
XPH
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
XPH
52.72%
SPY
56.47%
Sharpe Ratio
Winner
XPH
2.15
SPY
1.25
5Y Beta
Winner
XPH
0.75
SPY
1.00
P/E Ratio
Winner
XPH
-23.50
SPY
28.78
Forward P/E
Winner
XPH
10.31
SPY
21.23
5Y Dividends CAGR
XPH
5.58%
Winner
SPY
6.00%
5Y EPS CAGR
XPH
N/A
SPY
25.62%
Debt to Equity
Winner
XPH
-615.82%
SPY
31.92%
P/S Ratio
Winner
XPH
2.71
SPY
3.76
P/B Ratio
Winner
XPH
3.87
SPY
5.64

XPH vs SPY - Holdings Comparison

XPH and SPY have 8 common holdings. Overlap is 3.26%

XPH's top 25 holdings weight is 50.17%. SPY's top 25 holdings weight is 51.74%.

RankXPHSPY
#1
CRINETICS PHARMACEUTICALS INC (CRNX) - 3.71%
NVIDIA CORP (NVDA) - 7.89%
#2
n/a (DFTX) - 2.98%
APPLE INC (AAPL) - 7.37%
#3
MBX BIOSCIENCES INC (MBX) - 2.97%
MICROSOFT CORP (MSFT) - 4.50%
#4
ENLIVEN THERAPEUTICS INC (ELVN) - 2.18%
AMAZON.COM INC (AMZN) - 3.82%
#5
ALUMIS INC (ALMS) - 2.18%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
ATAIBECKLEY INC (ATAI) - 2.15%
BROADCOM INC (AVGO) - 2.86%
#7
TREVI THERAPEUTICS INC (TRVI) - 2.05%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
VERADERMICS INC (MANE) - 2.02%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
AMYLYX PHARMACEUTICALS INC (AMLX) - 2.00%
TESLA INC (TSLA) - 1.70%
#10
n/a (NUVB) - 1.95%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
EDGEWISE THERAPEUTICS INC (EWTX) - 1.88%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
NEKTAR THERAPEUTICS (NKTR) - 1.82%
ELI LILLY AND CO (LLY) - 1.40%
#13
LIGAND PHARMACEUTICALS INC (LGND) - 1.81%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.81%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
MAZE THERAPEUTICS INC (MAZE) - 1.81%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
HARROW INC (HROW) - 1.81%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
CORCEPT THERAPEUTICS INC (CORT) - 1.74%
VISA INC CLASS A (V) - 0.90%
#18
OCULAR THERAPEUTIX INC (OCUL) - 1.73%
WALMART INC (WMT) - 0.76%
#19
EYEPOINT INC (EYPT) - 1.70%
INTEL CORP (INTC) - 0.75%
#20
n/a (AMRX) - 1.70%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
ELANCO ANIMAL HEALTH INC (ELAN) - 1.69%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
PACIRA BIOSCIENCES INC (PCRX) - 1.64%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
n/a (INDV) - 1.63%
ABBVIE INC (ABBV) - 0.66%
#24
SUPERNUS PHARMACEUTICALS INC (SUPN) - 1.61%
CATERPILLAR INC (CAT) - 0.65%
#25
VIATRIS INC (VTRS) - 1.60%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings66505

XPH vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XPH
+10.71%
SPY
+0.52%
3M
Winner
XPH
+18.95%
SPY
+6.55%
6M
Winner
XPH
+20.84%
SPY
+9.76%
1Y
Winner
XPH
+64.32%
SPY
+20.32%
5Y(CAGR)
XPH
+7.15%
Winner
SPY
+13.01%
10Y(CAGR)
XPH
+5.25%
Winner
SPY
+15.06%
Max(CAGR)
Winner
XPH
+9.45%
SPY
+8.50%

XPH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXPHSPY
2026+24.81%+10.11%
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 -1.84%. The current SPY drawdown is -1.24%.

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 18, 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 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (1999 - 2026)

XPH vs SPY dividend yield comparison.

YearXPHSPY
20260.17%0.49%
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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