XPH vs XFIV
Comparison between STATE STREET(R) SPDR(R) S&P(R) PHARMACEUTICALS ETF (XPH, ETF) and BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF (XFIV, ETF).
XPH vs XFIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XPH
$428M
XFIV
$427M
Expense Ratio
XPH
0.35%
Winner
XFIV
0.05%
Max Drawdown
XPH
52.72%
Winner
XFIV
7.83%
Sharpe Ratio
Winner
XPH
2.15
XFIV
-0.39
5Y Beta
XPH
0.75
Winner
XFIV
-0.01
P/E Ratio
XPH
-23.50
XFIV
N/A
Forward P/E
XPH
10.31
XFIV
N/A
5Y Dividends CAGR
XPH
5.58%
XFIV
N/A
Debt to Equity
XPH
-615.82%
XFIV
N/A
P/S Ratio
XPH
2.71
XFIV
N/A
P/B Ratio
XPH
3.87
XFIV
N/A
XPH vs XFIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XPH
+10.71%
XFIV
-0.05%
3M
Winner
XPH
+18.95%
XFIV
-0.94%
6M
Winner
XPH
+20.84%
XFIV
-0.38%
1Y
Winner
XPH
+64.32%
XFIV
+2.18%
5Y(CAGR)
XPH
+7.15%
XFIV
N/A
10Y(CAGR)
XPH
+5.25%
XFIV
N/A
Max(CAGR)
Winner
XPH
+9.45%
XFIV
+3.10%
XPH vs XFIV - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XPH | XFIV |
|---|---|---|
| 2026 | +24.81% | -0.63% |
| 2025 | +32.67% | +7.47% |
| 2024 | +4.80% | +1.82% |
| 2023 | +3.85% | +4.07% |
| 2022 | -10.72% | -0.57% |
| 2021 | -9.89% | N/A |
| 2020 | +14.99% | N/A |
| 2019 | +24.63% | N/A |
| 2018 | -16.41% | N/A |
| 2017 | +9.20% | N/A |
| 2016 | -21.50% | N/A |
| 2015 | +1.71% | N/A |
| 2014 | +30.23% | N/A |
| 2013 | +58.86% | N/A |
| 2012 | +10.07% | N/A |
| 2011 | +11.81% | N/A |
| 2010 | +19.70% | N/A |
| 2009 | +25.21% | N/A |
| 2008 | -8.06% | N/A |
| 2007 | -1.40% | N/A |
| 2006 | +11.12% | N/A |
XPH vs XFIV Drawdown Comparison
The maximum drawdown for XPH was -48.04%, occurring on Mar 23, 2020. Recovery took 2621 trading sessions.
The maximum drawdown for XFIV was -6.38%, occurring on Oct 19, 2023. Recovery took 163 trading sessions.
The current XPH drawdown is -1.84%. The current XFIV drawdown is -2.32%.
| Rank | XPH | XFIV |
|---|---|---|
| #1 | -48.04% Jul 22, 2015 - Dec 22, 2025 | -6.38% May 4, 2023 - Dec 27, 2023 |
| #2 | -35.26% May 9, 2007 - Oct 14, 2009 | -4.47% Sep 16, 2024 - Apr 3, 2025 |
| #3 | -17.59% Jul 7, 2011 - Jan 9, 2012 | -3.89% Jan 18, 2023 - Mar 17, 2023 |
| #4 | -14.50% Mar 5, 2014 - Jun 20, 2014 | -3.71% Sep 16, 2022 - Dec 1, 2022 |
| #5 | -13.17% Sep 18, 2012 - Feb 19, 2013 | -3.50% Feb 1, 2024 - Jul 11, 2024 |
| #6 | -11.97% Feb 25, 2026 - Apr 17, 2026 | -2.90% Feb 27, 2026 - May 19, 2026 |
| #7 | -10.95% Apr 5, 2010 - Sep 13, 2010 | -2.11% Apr 4, 2025 - Apr 30, 2025 |
| #8 | -10.85% Jul 3, 2014 - Sep 17, 2014 | -1.99% Apr 30, 2025 - Jun 25, 2025 |
| #9 | -10.60% Mar 19, 2015 - Jul 14, 2015 | -1.73% Dec 15, 2022 - Jan 9, 2023 |
| #10 | -9.08% Oct 15, 2009 - Nov 23, 2009 | -1.57% Apr 6, 2023 - May 3, 2023 |
| #11 | -8.24% May 6, 2026 - Jun 18, 2026 | -1.22% Mar 23, 2023 - Apr 4, 2023 |
| #12 | -7.03% Sep 24, 2014 - Oct 28, 2014 | -1.19% Mar 17, 2023 - Mar 23, 2023 |
| #13 | -6.73% Feb 20, 2007 - Apr 12, 2007 | -1.19% Dec 27, 2023 - Feb 1, 2024 |
| #14 | -6.56% Jan 18, 2011 - Apr 4, 2011 | -1.07% Jun 30, 2025 - Aug 1, 2025 |
| #15 | -6.43% Apr 27, 2012 - Jun 19, 2012 | -1.00% Aug 5, 2024 - Aug 21, 2024 |
Correlation
Correlation between XPH and XFIV is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2006 - 2026)
XPH vs XFIV dividend yield comparison.
| Year | XPH | XFIV |
|---|---|---|
| 2026 | 0.17% | 1.95% |
| 2025 | 0.83% | 4.05% |
| 2024 | 1.58% | 3.92% |
| 2023 | 1.28% | 3.63% |
| 2022 | 1.64% | 1.06% |
| 2021 | 0.95% | 0.00% |
| 2020 | 0.47% | 0.00% |
| 2019 | 0.64% | 0.00% |
| 2018 | 0.65% | 0.00% |
| 2017 | 0.67% | 0.00% |
| 2016 | 0.63% | 0.00% |
| 2015 | 7.15% | 0.00% |
| 2014 | 5.55% | 0.00% |
| 2013 | 2.06% | 0.00% |
| 2012 | 1.91% | 0.00% |
| 2011 | 1.15% | 0.00% |
| 2010 | 1.12% | 0.00% |
| 2009 | 0.99% | 0.00% |
| 2008 | 1.56% | 0.00% |
| 2007 | 1.11% | 0.00% |
| 2006 | 0.76% | 0.00% |
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