XLV vs XHE

Both XLV and XHE are ETFs. XLV has a lower 5-year return than XHE (10.66% vs 19.58%). XLV has a lower expense ratio than XHE (0.13% vs 0.35%). Below is the comparison between XLV and XHE.

XHE XLV
Segment Equity: U.S. Health Care Equipment & Supplies Equity: U.S. Health Care
Issuer State Street Global Advisors State Street Global Advisors
Net Assets $503.04M $25.75B
Expense Ratio 0.35% 0.13%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.03% 2.25%
Underlying Index S&P Select Health Care Equipment Index S&P Health Care Select Sector Index
YTD Return 22.62% 8.25%
1-Year Return 25.87% 14.12%
3-Year Return 17.37% 12.45%
5-Year Return 19.58% 10.66%
10-Year Return N/A 15.38%

XLV description

The Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Health Care Select Sector Index. Under normal market conditions, the fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the Index.

XLV performance & returns

YTD Return 8.25%
1-Month Return 2.30%
3-Month Return 2.37%
1-Year Return 14.12%
3-Year Return 12.45%
5-Year Return 10.66%
10-Year Return 15.38%
XLV expense ratio is 0.13%.

XLV holdings

Top 10 Holdings (51.64% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 9.88%
UnitedHealth Group Inc UNH 7.47%
Merck & Co Inc MRK 5.29%
Pfizer Inc PFE 5.14%
Abbott Laboratories ABT 4.86%
Thermo Fisher Scientific Inc TMO 4.40%
AbbVie Inc ABBV 3.90%
Amgen Inc AMGN 3.75%
Medtronic PLC MDT 3.52%
Danaher Corp DHR 3.43%

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XHE description

The Fund seeks to replicate the performance the S&P Health Care Equipment Select Industry Index. The Fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the Index.

XHE performance & returns

YTD Return 22.62%
1-Month Return 4.08%
3-Month Return 10.28%
1-Year Return 25.87%
3-Year Return 17.37%
5-Year Return 19.58%
10-Year Return N/A
XHE expense ratio is 0.35%.

XHE holdings

Top 10 Holdings (16.52% of Total Assets)

Name Symbol % Assets
Quidel Corp QDEL 1.90%
Axonics Modulation Technologies Inc AXNX 1.85%
Varex Imaging Corp VREX 1.66%
GenMark Diagnostics Inc GNMK 1.64%
ShockWave Medical Inc SWAV 1.61%
Cardiovascular Systems Inc CSII 1.61%
iRhythm Technologies Inc IRTC 1.58%
Meridian Bioscience Inc VIVO 1.56%
Insulet Corp PODD 1.56%
Staar Surgical Co STAA 1.55%

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