(XHE) SPDR S&P Health Care - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US78464A5810 • Health
XHE: Medical, Devices, Equipment, Supplies, Diagnostics, Instruments
The SPDR® S&P Health Care Equipment ETF (NYSE Arca:XHE) is designed to track the performance of the S&P Health Care Equipment Select Industry Index, which is a subset of the S&P Total Market Index (S&P TMI). The fund uses a sampling strategy to achieve this, meaning it invests in a representative portfolio of securities that closely replicates the indexs performance rather than holding every single security. It allocates at least 80% of its total assets to securities included in the index, with the remainder potentially invested in other securities. The index itself focuses on companies in the health care equipment sector, particularly those involved in the manufacturing of medical devices, equipment, and related products.
The funds technical indicators suggest a bearish outlook. The last price of 88.55 is below both the 20-day (91.93) and 50-day (91.64) simple moving averages (SMA), indicating downward momentum. The 200-day SMA (88.64) is slightly above the current price, suggesting potential resistance. The Average True Range (ATR) of 1.36 indicates moderate volatility. With an average volume of 13,367 shares over the past 20 days, liquidity is relatively low compared to larger ETFs. The funds assets under management (AUS) of $209.90M reflect its niche focus on the health care equipment sector.
Additional Sources for XHE ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
XHE ETF Overview
Market Cap in USD | 193m |
Category | Health |
TER | 0.35% |
IPO / Inception | 2011-01-26 |
XHE ETF Ratings
Growth 5y | 8.17% |
Fundamental | - |
Dividend | 35.7% |
Rel. Strength Industry | -11.5 |
Analysts | - |
Fair Price Momentum | 72.49 USD |
Fair Price DCF | - |
XHE Dividends
Dividend Yield 12m | 0.04% |
Yield on Cost 5y | 0.05% |
Annual Growth 5y | 100.00% |
Payout Consistency | 45.0% |
XHE Growth Ratios
Growth Correlation 3m | -22% |
Growth Correlation 12m | 71.5% |
Growth Correlation 5y | -47.9% |
CAGR 5y | 4.63% |
CAGR/Max DD 5y | 0.09 |
Sharpe Ratio 12m | 0.57 |
Alpha | -11.31 |
Beta | 0.71 |
Volatility | 23.12% |
Current Volume | 8.5k |
Average Volume 20d | 11.3k |
As of March 14, 2025, the stock is trading at USD 81.05 with a total of 8,508 shares traded.
Over the past week, the price has changed by -4.91%, over one month by -11.66%, over three months by -11.37% and over the past year by -4.25%.
Neither. Based on ValueRay Analyses, SPDR S&P Health Care is currently (March 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 8.17 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of XHE as of March 2025 is 72.49. This means that XHE is currently overvalued and has a potential downside of -10.56%.
SPDR S&P Health Care has no consensus analysts rating.
According to ValueRays Forecast Model, XHE SPDR S&P Health Care will be worth about 80.6 in March 2026. The stock is currently trading at 81.05. This means that the stock has a potential downside of -0.56%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 80.6 | -0.6% |