Compare · 3 funds side by side · dividends reinvested

IXJ, XLV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

IXJ, XLV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.39%+20.4%+29.7%+16.2%+8.5%−10.5%16.4%$49.1B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

iShares Global Healthcare ETFSectors · Health care0.38%1.29%+16.0%+24.7%+14.4%+6.7%−10.8%15.8%$4.6B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IXJ 2001 · XLV 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Healthcare ETF · $4.6B$14,960

IXJ

XLV

State Street Health Care Select Sector SPDR ETF · $49.1B$15,709

$10,000 three years ago, dividends reinvested · they hold 73.1% in common

IXJMeasureXLV

+16.0%Year to dateJan 1 → Nov 3+20.4%

+24.7%1 yearTotal return+29.7%

+14.4%3 years · per year$10,000 became $14,960 · $15,709+16.2%

+6.7%5 years · per year$10,000 became $13,815 · $15,068+8.5%

0.38%Expense ratio$38 · $8 a year on $10k · lower is better0.08%

1.29%Trailing 12-mo yield$129 · $139 a year on $10k1.39%

−10.8%Worst dropSmaller is better−10.5%

15.8%VolatilityLower is calmer16.4%

IXJXLV Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7XLV wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IXJ vs XLV: Top 5 Holdings

Today

IXJ

32.0%in top 5

XLV

in top 545.0%

IXJStockXLV

11.6%LLY16.5%

6.7%JNJ9.9%

5.3%ABBV7.7%

4.1%UNH5.5%

4.2%MRK5.4%

Held in common73.1%

End-of-day Nov 3, 2026 · share of each fund

IXJ vs XLV Returns, Every Period

iSharesIXJ

+6.7%

5 years, per year

XLVSPDR

+8.5%

5 years, per year

IXJXLVFaded: behind in that period

0–4XLV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IXJ vs XLV

YTD

iSharesIXJ

+16.0%

XLVSPDR

+20.4%

+16.0%Year to date+20.4%

−10.8%Worst drop · 1Y−10.5%

15.8%Volatility · 1Y16.4%

1.3%Yield1.4%

$4.6BAssets$49.1B

3–1XLV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IXJ, XLV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLV0.08%$8

IXJ0.38%$38

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IXJ, XLV, VOO

1.39%highest, XLV

FundTrailing yieldYield$10k

XLV1.39%$139

IXJ1.29%$129

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$131most kept, XLV

XLV$139 − $8 = $131

VOO$107 − $3 = $104

IXJ$129 − $38 = $91

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IXJ, XLV, VOO

Today

73.1%most shared, IXJ and XLV

IXJXLVVOO

IXJ—73.1%9.3%

XLV73.1%—9.3%

VOO9.3%9.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.7%XLV, at 16.4% volatility

VOOWorst drop−8.9%12.7% vol

IXJWorst drop−10.8%15.8% vol

XLVWorst drop−10.5%16.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XLVIXJ

+20.4%Year to date+16.0%

1.4%Yield1.3%

+29.7%Past year+24.7%

0.08%Fee0.38%

4–0XLV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026