XHS vs. IHF
Compare and contrast key facts about SPDR S&P Health Care Services ETF (XHS) and iShares U.S. Healthcare Providers ETF (IHF).
XHS and IHF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. IHF is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Health Care Providers Index. It was launched on May 5, 2006. Both XHS and IHF are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XHS or IHF.
Performance
XHS vs. IHF - Performance Comparison
Returns By Period
In the year-to-date period, XHS achieves a 3.85% return, which is significantly higher than IHF's 0.55% return. Over the past 10 years, XHS has underperformed IHF with an annualized return of 6.14%, while IHF has yielded a comparatively higher 9.75% annualized return.
XHS
3.85%
-4.20%
0.45%
9.83%
5.90%
6.14%
IHF
0.55%
-3.01%
-1.57%
4.93%
7.26%
9.75%
Key characteristics
| XHS | IHF | |
|---|---|---|
| Sharpe Ratio | 0.62 | 0.33 |
| Sortino Ratio | 1.01 | 0.56 |
| Omega Ratio | 1.12 | 1.07 |
| Calmar Ratio | 0.40 | 0.35 |
| Martin Ratio | 2.75 | 1.24 |
| Ulcer Index | 3.92% | 3.99% |
| Daily Std Dev | 17.33% | 14.92% |
| Max Drawdown | -39.32% | -58.82% |
| Current Drawdown | -19.68% | -10.23% |
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XHS vs. IHF - Expense Ratio Comparison
XHS has a 0.35% expense ratio, which is lower than IHF's 0.43% expense ratio.
Correlation
The correlation between XHS and IHF is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
XHS vs. IHF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Health Care Services ETF (XHS) and iShares U.S. Healthcare Providers ETF (IHF). 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. IHF - Dividend Comparison
XHS's dividend yield for the trailing twelve months is around 0.33%, less than IHF's 1.16% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XHS SPDR S&P Health Care Services ETF | 0.33% | 0.23% | 0.19% | 0.20% | 0.23% | 2.37% | 0.34% | 0.22% | 0.29% | 0.92% | 1.17% | 0.46% |
IHF iShares U.S. Healthcare Providers ETF | 1.16% | 1.18% | 1.27% | 0.56% | 0.53% | 0.58% | 4.01% | 0.19% | 0.25% | 0.20% | 0.18% | 0.23% |
Drawdowns
XHS vs. IHF - Drawdown Comparison
The maximum XHS drawdown since its inception was -39.32%, smaller than the maximum IHF drawdown of -58.82%. Use the drawdown chart below to compare losses from any high point for XHS and IHF. For additional features, visit the drawdowns tool.
Volatility
XHS vs. IHF - Volatility Comparison
SPDR S&P Health Care Services ETF (XHS) has a higher volatility of 6.90% compared to iShares U.S. Healthcare Providers ETF (IHF) at 5.21%. This indicates that XHS's price experiences larger fluctuations and is considered to be riskier than IHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.