(XHE) S&P Health Care Equipment - Overview
Etf: Medical Devices, Surgical Instruments, Diagnostic Equipment
Dividends
| Dividend Yield | 0.09% |
| Yield on Cost 5y | 0.06% |
| Yield CAGR 5y | 63.81% |
| Payout Consistency | 58.2% |
| Payout Ratio | - |
| Risk 5d forecast | |
|---|---|
| Volatility | 22.1% |
| Relative Tail Risk | -2.88% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.43 |
| Alpha | -24.40 |
| Character TTM | |
|---|---|
| Beta | 0.891 |
| Beta Downside | 0.854 |
| Drawdowns 3y | |
|---|---|
| Max DD | 32.76% |
| CAGR/Max DD | -0.10 |
Description: XHE S&P Health Care Equipment January 02, 2026
The SPDR S&P Health Care Equipment ETF (XHE) seeks 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 fund thus provides exposure to U.S. companies that manufacture and distribute medical devices, diagnostic equipment, and related health-care supplies.
Key metrics (as of Q4 2025) include an expense ratio of 0.35 % and assets under management of roughly $1.2 billion. The top holdings are dominated by large-cap innovators such as Medtronic, Abbott Laboratories, and Thermo Fisher Scientific, which together account for about 30 % of the portfolio. The sector’s growth is driven by demographic aging (U.S. adults 65+ projected to reach 23 % of the population by 2035) and rising outpatient procedure volumes, which historically translate into a ~5 % annual revenue CAGR for health-care equipment firms.
For a deeper, data-driven view of XHE’s risk-adjusted performance and sector outlook, you may find ValueRay’s analytical dashboard useful.
What is the price of XHE shares?
Over the past week, the price has changed by -0.59%, over one month by -6.47%, over three months by +8.34% and over the past year by -8.30%.
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 | 84.3 | -2.1% |
XHE Fundamental Data Overview February 02, 2026
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 = 152.0m USD (152.0m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 152.0m)
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 152.0m / 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 = 9.20% (E(152.0m)/V(152.0m) * Re(9.20%) + (debt-free company))
Discount Rate = 9.20% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)