XYLD vs IHI
Comparison between GLOBAL X S&P 500 COVERED CALL ETF (XYLD, ETF) and ISHARES U.S. MEDICAL DEVICES ETF (IHI, ETF).
5-Year PerformanceXYLD has outperformed IHI, delivering a return of +7.9% compared to -3.1%
XYLD vs IHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XYLD
$3.10B
Winner
IHI
$3.20B
Expense Ratio
XYLD
0.60%
Winner
IHI
0.38%
Max Drawdown
Winner
XYLD
34.69%
IHI
49.70%
Sharpe Ratio
Winner
XYLD
1.86
IHI
-1.61
5Y Beta
Winner
XYLD
0.64
IHI
0.67
P/E Ratio
Winner
XYLD
29.10
IHI
38.58
Forward P/E
XYLD
22.23
Winner
IHI
19.40
5Y Dividends CAGR
XYLD
0.24%
Winner
IHI
13.49%
5Y EPS CAGR
Winner
XYLD
28.35%
IHI
14.09%
Debt to Equity
Winner
XYLD
33.75%
IHI
41.77%
P/S Ratio
XYLD
3.59
Winner
IHI
3.50
P/B Ratio
XYLD
5.54
Winner
IHI
3.49
XYLD vs IHI - Holdings Comparison
XYLD and IHI have 16 common holdings. Overlap is -0.79%
XYLD's top 25 holdings weight is 51.02%. IHI's top 25 holdings weight is 96.41%.
| Rank | XYLD | IHI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.84% | ABBOTT LABORATORIES (ABT) - 16.01% |
| #2 | APPLE INC (AAPL) - 6.85% | INTUITIVE SURGICAL INC (ISRG) - 15.91% |
| #3 | MICROSOFT CORP (MSFT) - 5.02% | STRYKER CORP (SYK) - 11.19% |
| #4 | AMAZON.COM INC (AMZN) - 4.39% | BECTON DICKINSON & CO (BDX) - 4.76% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.71% | IDEXX LABORATORIES INC (IDXX) - 4.69% |
| #6 | BROADCOM INC (AVGO) - 3.33% | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 4.66% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.95% | EDWARDS LIFESCIENCES CORP (EW) - 4.64% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.17% | MEDTRONIC PLC (MDT) - 4.57% |
| #9 | TESLA INC (TSLA) - 1.80% | RESMED INC (RMD) - 4.56% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.40% | BOSTON SCIENTIFIC CORP (BSX) - 4.24% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.37% | DEXCOM INC (DXCM) - 3.41% |
| #12 | ELI LILLY AND CO (LLY) - 1.29% | STERIS PLC (STE) - 3.05% |
| #13 | MICRON TECHNOLOGY INC (MU) - 1.18% | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.60% |
| #14 | EXXON MOBIL CORP (XOM) - 1.06% | INSULET CORP (PODD) - 1.92% |
| #15 | ADVANCED MICRO DEVICES INC (AMD) - 0.95% | PENUMBRA INC (PEN) - 1.82% |
| #16 | WALMART INC (WMT) - 0.94% | GLOBUS MEDICAL INC CLASS A (GMED) - 1.48% |
| #17 | VISA INC CLASS A (V) - 0.89% | BAXTER INTERNATIONAL INC (BAX) - 1.35% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.89% | MASIMO CORP (MASI) - 1.15% |
| #19 | INTEL CORP (INTC) - 0.83% | GLAUKOS CORP (GKOS) - 0.99% |
| #20 | COSTCO WHOLESALE CORP (COST) - 0.74% | TELEFLEX INC (TFX) - 0.78% |
| #21 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.29% | ENVISTA HOLDINGS CORP ORDINARY SHARES (NVST) - 0.63% |
| #22 | SALESFORCE INC (CRM) - 0.29% | IRHYTHM HOLDINGS INC (IRTC) - 0.54% |
| #23 | AMERICAN EXPRESS CO (AXP) - 0.28% | TRANSMEDICS GROUP INC (TMDX) - 0.53% |
| #24 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.28% | LIVANOVA PLC (LIVN) - 0.50% |
| #25 | TJX COMPANIES INC (TJX) - 0.28% | INTEGER HOLDINGS CORP (ITGR) - 0.43% |
| Total Holdings | 466 | 51 |
XYLD vs IHI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XYLD
+2.58%
IHI
-10.69%
3M
Winner
XYLD
+1.87%
IHI
-18.82%
6M
Winner
XYLD
+6.94%
IHI
-23.86%
1Y
Winner
XYLD
+17.04%
IHI
-23.05%
5Y(CAGR)
Winner
XYLD
+7.92%
IHI
-3.15%
10Y(CAGR)
XYLD
+8.29%
Winner
IHI
+8.61%
Max(CAGR)
XYLD
+8.13%
Winner
IHI
+9.54%
XYLD vs IHI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XYLD | IHI |
|---|---|---|
| 2026 | +3.37% | -23.11% |
| 2025 | +8.28% | +6.94% |
| 2024 | +19.45% | +9.31% |
| 2023 | +11.03% | +3.15% |
| 2022 | -12.48% | -19.25% |
| 2021 | +20.21% | +22.15% |
| 2020 | -1.44% | +23.57% |
| 2019 | +20.99% | +36.39% |
| 2018 | -7.25% | +13.65% |
| 2017 | +16.08% | +30.37% |
| 2016 | +8.87% | +12.19% |
| 2015 | +0.47% | +9.79% |
| 2014 | +8.61% | +23.78% |
| 2013 | +13.95% | +34.84% |
| 2012 | N/A | +13.88% |
| 2011 | N/A | -1.36% |
| 2010 | N/A | +10.31% |
| 2009 | N/A | +35.04% |
| 2008 | N/A | -36.07% |
| 2007 | N/A | +19.38% |
| 2006 | N/A | +2.76% |
XYLD vs IHI Drawdown Comparison
The maximum drawdown for XYLD was -33.44%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.
The maximum drawdown for IHI was -49.64%, occurring on Mar 9, 2009. Recovery took 628 trading sessions.
The current IHI drawdown is -27.69%.
| Rank | XYLD | IHI |
|---|---|---|
| #1 | -33.44% Feb 19, 2020 - Mar 15, 2021 | -49.64% Aug 15, 2008 - Feb 11, 2011 |
| #2 | -18.66% Apr 4, 2022 - Mar 12, 2024 | -33.25% Jan 22, 2020 - Jul 15, 2020 |
| #3 | -18.10% Sep 20, 2018 - Jul 12, 2019 | -33.12% Sep 8, 2021 - Oct 30, 2023 |
| #4 | -15.53% Feb 19, 2025 - Oct 20, 2025 | -21.99% May 19, 2011 - Sep 18, 2012 |
| #5 | -12.17% Jun 22, 2015 - Jun 23, 2016 | -19.23% Oct 1, 2018 - Mar 1, 2019 |
| #6 | -9.10% Jan 26, 2018 - Jul 9, 2018 | -14.16% Aug 5, 2015 - Apr 6, 2016 |
| #7 | -6.96% Sep 18, 2014 - Nov 24, 2014 | -12.54% Oct 9, 2007 - Aug 8, 2008 |
| #8 | -6.02% Jan 4, 2022 - Mar 24, 2022 | -11.61% Oct 10, 2016 - Feb 15, 2017 |
| #9 | -5.79% Jul 26, 2019 - Oct 30, 2019 | -10.85% Jan 26, 2018 - May 7, 2018 |
| #10 | -5.30% Feb 25, 2026 - Apr 30, 2026 | -10.16% May 5, 2006 - Nov 21, 2006 |
| #11 | -5.26% Jan 15, 2014 - Feb 14, 2014 | -9.38% Feb 12, 2021 - Apr 15, 2021 |
| #12 | -5.19% Jul 18, 2024 - Aug 15, 2024 | -8.49% Mar 21, 2019 - Jun 10, 2019 |
| #13 | -4.63% Jun 23, 2016 - Jul 11, 2016 | -7.95% Sep 2, 2020 - Oct 9, 2020 |
| #14 | -4.07% Dec 29, 2014 - Feb 13, 2015 | -7.68% Apr 23, 2021 - Jun 28, 2021 |
| #15 | -3.79% Aug 1, 2013 - Sep 18, 2013 | -7.55% Feb 8, 2007 - Apr 16, 2007 |
Correlation
Correlation between XYLD and IHI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2006 - 2026)
XYLD vs IHI dividend yield comparison.
| Year | XYLD | IHI |
|---|---|---|
| 2026 | 3.56% | 0.09% |
| 2025 | 10.51% | 0.34% |
| 2024 | 11.54% | 0.46% |
| 2023 | 10.51% | 0.53% |
| 2022 | 13.43% | 0.45% |
| 2021 | 9.07% | 0.25% |
| 2020 | 7.93% | 0.25% |
| 2019 | 5.76% | 0.33% |
| 2018 | 7.12% | 0.26% |
| 2017 | 5.18% | 0.37% |
| 2016 | 3.23% | 0.55% |
| 2015 | 4.65% | 1.28% |
| 2014 | 4.15% | 0.65% |
| 2013 | 2.49% | 0.33% |
| 2012 | 0.00% | 0.64% |
| 2011 | 0.00% | 0.26% |
| 2010 | 0.00% | 0.14% |
| 2009 | 0.00% | 0.07% |
| 2008 | 0.00% | 0.10% |
| 2006 | 0.00% | 0.00% |
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