Get the weekly note

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

HGER vs XLV: how they differ

HGER and XLV hold 0% of their weight in the same names, and HGER returned more over the year.

Harbor Commodity All-Weather Strategy ETF and State Street(R) Health Care Select Sector SPDR(R) ETF.

What they hold in common

By the books each fund has filed, HGER and XLV hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in HGEROnly in XLV
United States Treasury 17.98%Eli Lilly & Co 16.56%
United States Treasury 17.65%Johnson & Johnson 10.67%
United States Treasury 17.49%AbbVie Inc 7.76%
United States Treasury 16.56%UnitedHealth Group Inc 6.59%
United States Treasury 13.97%Merck & Co Inc 5.54%
United States Treasury 12.50%Amgen Inc 3.41%
United States Treasury 3.85%Thermo Fisher Scientific Inc 3.25%
Abbott Laboratories 2.76%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Jun 30, 2026.

HGER and XLV on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
HGER
Harbor Commodity All-Weather Strategy ETF
XLV
State Street(R) Health Care Select Sector SPDR(R) ETF
Where it sitsCore index fundCore index fund
IssuerHarborState Street
What it isHarbor Commodity All-Weather StrategyHealth care
Total return, 1 year+52.8%+20.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+35.3 pts+2.9 pts
Expense ratio0.68%0.08%
Already in the S&P 5000.0%100.0%
Holdings759

HGER in plain words

HGER is an index equity fund tracking the Harbor Commodity All-Weather Strategy. Over the year to Sep 11, 2026 it returned +52.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.68% a year. By its holdings filed for Apr 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 7 positions, with the top ten at 100.0%.

XLV in plain words

XLV is an index equity fund tracking the Health care. Over the year to Sep 11, 2026 it returned +20.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 59 positions, with the top ten at 61.7%. It sat 5.9% below its high of Aug 19, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, HGER or XLV?
In the year to Sep 12, 2026, with distributions reinvested, HGER returned +52.8% and XLV returned +20.4%, so HGER returned more. One year is one year; the longer windows are in the table.
Which is cheaper, HGER or XLV?
HGER charges 0.68% a year and XLV charges 0.08%, so XLV is cheaper. Fees come from each fund's prospectus.
How much do HGER and XLV overlap with the S&P 500?
By their latest filed holdings, 0% of HGER and 100% of XLV by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

Other comparisons

Where to next

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

HGER against XLV, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, HGER against XLV, data as of Sep 12, 2026. https://etfiq.com/compare/any/HGER-XLV Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources