(XHE) SPDR S&P Health Care - Ratings and Ratios
Diagnostics, Imaging, Implants, Instruments, Surgical
Dividends
| Dividend Yield | 0.08% |
| Yield on Cost 5y | 0.07% |
| Yield CAGR 5y | 47.36% |
| Payout Consistency | 59.5% |
| Payout Ratio | - |
| Risk via 10d forecast | |
|---|---|
| Volatility | 19.0% |
| Value at Risk 5%th | 31.2% |
| Relative Tail Risk | -0.12% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.23 |
| Alpha | -16.33 |
| CAGR/Max DD | 0.00 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.417 |
| Beta | 0.883 |
| Beta Downside | 0.876 |
| Drawdowns 3y | |
|---|---|
| Max DD | 34.03% |
| Mean DD | 14.57% |
| Median DD | 15.11% |
Description: XHE SPDR S&P Health Care October 29, 2025
The SPDR S&P Health Care Equipment ETF (ticker XHE) aims to replicate the S&P Health Care Equipment Select Industry Index by using a sampling approach, allocating at least 80 % of its assets to the index constituents. The index captures the health-care equipment segment of the broader S&P Total Market Index, giving investors exposure to manufacturers of medical devices, diagnostic tools, and related technology.
Key sector drivers include an aging U.S. population, which is projected to increase demand for home-care and hospital equipment by roughly 4 % annually, and sustained Medicare spending growth of about 3 %-4 % year-over-year. As of the latest filing, XHE carries an expense ratio of 0.20 % and holds roughly $2 billion in assets under management, with top holdings typically featuring firms like Medtronic, Abbott Laboratories, and Thermo Fisher Scientific. The ETF’s 12-month total return has tracked within 0.5 % of its benchmark, reflecting the effectiveness of its sampling methodology.
For a deeper dive into XHE’s risk-adjusted performance metrics and how it fits into a diversified health-care allocation, consider exploring the detailed analytics on ValueRay.
What is the price of XHE shares?
Over the past week, the price has changed by +0.02%, over one month by +6.37%, over three months by +10.88% and over the past year by -2.82%.
Is XHE a buy, sell or hold?
What are the forecasts/targets for the XHE price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 95.3 | 6.7% |
XHE Fundamental Data Overview December 05, 2025
Beta = 1.33
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 144.8m USD (144.8m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 144.8m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 144.8m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 9.27% (E(144.8m)/V(144.8m) * Re(9.27%) + (debt-free company))
Discount Rate = 9.27% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for XHE ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle