XHE
+5.10 · +6.14%
$88.11 · NYSE ARCA

SPDR® S&P Health Care Equipment ETF (XHE) ETF Analysis | Health

State Street Investment Management · United States
AUM:$150.2M
#– of – in Health ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

XHE returned -0.1% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is XHE?

In seeking to track the performance of the S&P Health Care Equipment Select Industry Index (the index), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Negative 12-Month Return
XHE returned -0.1% over the past year, reflecting recent market conditions.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 22.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$150.2M
Expense Ratio0.35%
Dividend Yield0.08%
Holdings50
Inception DateJan 2011
DomicileUnited States
DistributionNA
Index
ProviderState Street Investment Management
Beta1.45
CategoryHealth
CurrencyUSD
Portfolio Impact

How would XHE affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.4%
1Y
+16.0%
3Y
+9.1%
5Y
-26.1%
OpenBook InsightIf you had invested £10,000 in XHE 5 years ago, it would have fallen to £7,387 — a loss of £2,613.

Annual Returns

Calendar year performance

XHE delivered positive returns in 2 of the last 5 calendar years.
YearXHE
2026 YTD+8.5%
2025-0.7%
2024+6.1%
2023-5.7%
2022-24.8%
CAGR 4yr-7.0%
2/5 positive yearsAvg return: -3.3%Worst year: -24.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
22.1%
Moderate
Momentum
+9.1%
30-day change
Support Level
91.25
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.