HEAL vs. XOMO
HEAL (Global X HealthTech ETF) and XOMO (YieldMax XOM Option Income Strategy ETF) are both exchange-traded funds - HEAL is a Health & Biotech Equities fund tracking the Global X HealthTech Index, while XOMO is a Derivative Income fund actively managed by YieldMax. HEAL is passively managed, while XOMO is actively managed. Over the past year, HEAL returned -10.31% vs 29.81% for XOMO. Their 0.05 correlation means their historical movements had little consistent relationship. HEAL charges 0.50%/yr vs 1.01%/yr for XOMO.
Performance
HEAL vs. XOMO - Performance Comparison
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Returns By Period
In the year-to-date period, HEAL achieves a -5.19% return, which is significantly lower than XOMO's 20.15% return.
HEAL
- 1D
- 2.94%
- 1M
- -4.37%
- 6M
- -2.05%
- YTD
- -5.19%
- 1Y
- -10.31%
- 3Y*
- -6.93%
- 5Y*
- -12.95%
- 10Y*
- —
- ALL TIME*
- -9.16%
XOMO
- 1D
- -0.09%
- 1M
- 10.85%
- 6M
- 7.87%
- YTD
- 20.15%
- 1Y
- 29.81%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.81%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $260.96K | $227.88K | $213.27K | |
| $559.24K | $694.66K | $715.05K |
HEAL vs. XOMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
HEAL Global X HealthTech ETF | -5.19% | -0.62% | -2.87% | -2.69% |
XOMO YieldMax XOM Option Income Strategy ETF | 20.15% | 6.90% | 6.11% | -8.59% |
Correlation
The correlation between HEAL and XOMO is -0.22, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.22 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2023 | 0.05 |
The correlation between HEAL and XOMO shifts across timeframes, from -0.22 (1 year) to 0.05 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
HEAL vs. XOMO — Risk / Return Rank
HEAL
XOMO
HEAL vs. XOMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X HealthTech ETF (HEAL) and YieldMax XOM Option Income Strategy ETF (XOMO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HEAL | XOMO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.90 | ||
| Sortino ratioReturn per unit of downside risk | -2.48 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.26 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.34 | 1.74 | -2.07 |
| Martin ratioReturn relative to average drawdown | -0.61 | 4.35 | -4.96 |
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Drawdowns
HEAL vs. XOMO - Drawdown Comparison
The maximum HEAL drawdown since its inception was -65.76%, which is greater than XOMO's maximum drawdown of -18.90%. Use the drawdown chart below to compare losses from any high point for HEAL and XOMO.
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Drawdown Indicators
| HEAL | XOMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.76% | -18.90% | -46.86% |
Max Drawdown (1Y)Largest decline over 1 year | -30.71% | -17.25% | -13.46% |
Max Drawdown (3Y)Largest decline over 3 years | -34.56% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -59.14% | — | — |
Current DrawdownCurrent decline from peak | -59.07% | -7.65% | -51.42% |
Average DrawdownAverage peak-to-trough decline | -43.49% | -7.50% | -35.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.90% | 6.89% | +10.01% |
Volatility
HEAL vs. XOMO - Volatility Comparison
Global X HealthTech ETF (HEAL) has a higher volatility of 6.91% compared to YieldMax XOM Option Income Strategy ETF (XOMO) at 6.21%. This indicates that HEAL's price experiences larger fluctuations and is considered to be riskier than XOMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HEAL | XOMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.91% | 6.21% | +0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 17.44% | 17.24% | +0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.91% | 20.67% | +2.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.67% | 19.19% | +7.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.27% | 19.19% | +7.08% |
HEAL vs. XOMO - Expense Ratio Comparison
HEAL has a 0.50% expense ratio, which is lower than XOMO's 1.01% expense ratio.
Dividends
HEAL vs. XOMO - Dividend Comparison
HEAL's dividend yield for the trailing twelve months is around 0.26%, less than XOMO's 37.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
HEAL Global X HealthTech ETF | 0.26% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.03% |
XOMO YieldMax XOM Option Income Strategy ETF | 37.07% | 31.64% | 26.94% | 5.13% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HEAL and XOMO have a correlation of -0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HEAL has higher volatility (6.91%) compared to XOMO (6.21%). In terms of maximum drawdown, HEAL dropped -65.76% vs XOMO's -18.90%.
On 1-year performance, XOMO leads with 29.81% vs -10.31% for HEAL. On fees, HEAL is cheaper at 0.50% per year. On volatility, XOMO has been the lower-risk option at 6.21%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, XOMO has performed better with a 29.81% return vs -10.31%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
HEAL is cheaper with a 0.50% expense ratio, compared with 1.01% for XOMO.
XOMO has the higher dividend yield at 37.07%, compared with 0.26% for HEAL.
HEAL is categorized as Health & Biotech Equities, while XOMO is Derivative Income. They also come from different issuers: Global X and YieldMax. Their fees differ too: 0.50% for HEAL and 1.01% for XOMO.
XOMO currently has the higher Sharpe Ratio (1.45 vs -0.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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