XHE:NYE-SPDR® S&P Health Care Equipment ETF (USD)

ETF | Health |

Last Closing

USD 90.95

Change

+1.18 (+1.31)%

Market Cap

USD 0.22B

Volume

7.20K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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. The index represents the health care equipment segment of the S&P Total Market Index (S&P TMI).

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-19 )

Largest Industry Peers for Health

Symbol Name Price(Change) Market Cap
XLV Health Care Select Sector SPDR..

+0.56 (+0.36%)

USD 42.19B
FHLC Fidelity® MSCI Health Care In..

+0.29 (+0.39%)

USD 3.02B
FXH First Trust Health Care AlphaD..

+0.84 (+0.75%)

USD 1.29B
IDNA iShares Genomics Immunology an..

+0.23 (+0.94%)

USD 0.14B
SBIO ALPS Medical Breakthroughs ETF

+0.98 (+2.59%)

USD 0.11B
XHS SPDR® S&P Health Care Service..

-0.11 (-0.11%)

USD 0.08B
HTEC Robo Global® Healthcare Techn..

+0.35 (+1.18%)

USD 0.06B
BBP Virtus LifeSci Biotech Product..

+0.87 (+1.35%)

USD 0.02B
BBC Virtus LifeSci Biotech Clinica..

+0.77 (+2.70%)

USD 0.01B
IHE iShares U.S. Pharmaceuticals E..

+0.28 (+0.39%)

N/A

ETFs Containing XHE

INAV 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Health) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.94% 10% F 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.94% 10% F 41% F
Trailing 12 Months  
Capital Gain 16.16% 19% F 53% F
Dividend Return 0.04% 6% D- 1% F
Total Return 16.19% 19% F 45% F
Trailing 5 Years  
Capital Gain 12.63% 19% F 53% F
Dividend Return 0.05% 6% D- 1% F
Total Return 12.68% 19% F 39% F
Average Annual (5 Year Horizon)  
Capital Gain 2.05% 29% F 46% F
Dividend Return 2.06% 29% F 36% F
Total Return 0.01% 5% F 1% F
Risk Return Profile  
Volatility (Standard Deviation) 26.46% 33% F 39% F
Risk Adjusted Return 7.77% 29% F 30% F
Market Capitalization 0.22B 70% C- 37% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.