XHS vs. FXAIX
Compare and contrast key facts about SPDR S&P Health Care Services ETF (XHS) and Fidelity 500 Index Fund (FXAIX).
XHS is a passively managed fund by State Street that tracks the performance of the S&P Health Care Services Select Industry Index. It was launched on Sep 28, 2011. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XHS or FXAIX.
Key characteristics
| XHS | FXAIX | |
|---|---|---|
| YTD Return | -0.39% | 7.98% |
| 1Y Return | 3.23% | 28.23% |
| 3Y Return (Ann) | -7.06% | 8.87% |
| 5Y Return (Ann) | 7.16% | 13.61% |
| 10Y Return (Ann) | 7.33% | 12.78% |
| Sharpe Ratio | 0.12 | 2.33 |
| Daily Std Dev | 16.83% | 11.70% |
| Max Drawdown | -39.32% | -33.79% |
| Current Drawdown | -22.96% | -2.32% |
Correlation
The correlation between XHS and FXAIX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XHS vs. FXAIX - Performance Comparison
In the year-to-date period, XHS achieves a -0.39% return, which is significantly lower than FXAIX's 7.98% return. Over the past 10 years, XHS has underperformed FXAIX with an annualized return of 7.33%, while FXAIX has yielded a comparatively higher 12.78% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XHS vs. FXAIX - Expense Ratio Comparison
XHS has a 0.35% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
XHS vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Health Care Services ETF (XHS) and Fidelity 500 Index Fund (FXAIX). 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.
Dividends
XHS vs. FXAIX - Dividend Comparison
XHS's dividend yield for the trailing twelve months is around 0.26%, less than FXAIX's 1.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XHS SPDR S&P Health Care Services ETF | 0.26% | 0.23% | 0.19% | 0.20% | 0.23% | 2.37% | 0.34% | 0.22% | 0.28% | 0.93% | 1.17% | 0.46% |
FXAIX Fidelity 500 Index Fund | 1.36% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% | 1.84% |
Drawdowns
XHS vs. FXAIX - Drawdown Comparison
The maximum XHS drawdown since its inception was -39.32%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for XHS and FXAIX. For additional features, visit the drawdowns tool.
Volatility
XHS vs. FXAIX - Volatility Comparison
SPDR S&P Health Care Services ETF (XHS) and Fidelity 500 Index Fund (FXAIX) have volatilities of 3.96% and 4.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.