Compare · 2 funds side by side · dividends reinvested

BBC and IXJ

BBCVirtus×IXJiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,393IXJ · best of the two

02 / 04

BBC and IXJ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Healthcare ETFSectors · Health care0.38%1.25%+19.7%+28.6%+15.2%+7.6%−10.8%16.1%$4.7B1.4

Virtus Biotech Clinical Trials ETFSectors · Health care0.65%1.61%+5.6%+36.3%+33.0%−1.3%−30.2%38.2%$34M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BBC 2014 · IXJ 2001

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Biotech Clinical Trials ETF · $34M$9,380

BBC

IXJ

iShares Global Healthcare ETF · $4.7B$14,393

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BBCMeasureIXJ

+5.6%Year to dateJan 1 → Nov 5+19.7%

+36.3%1 yearTotal return+28.6%

+33.0%3 years · per year$10,000 became $23,503 · $15,304+15.2%

−1.3%5 years · per year$10,000 became $9,380 · $14,393+7.6%

0.65%Expense ratio$65 · $38 a year on $10k · lower is better0.38%

1.61%Trailing 12-mo yield$161 · $125 a year on $10k1.25%

−30.2%Worst dropSmaller is better−10.8%

38.2%VolatilityLower is calmer16.1%

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

3–5IXJ wins

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

More Ways to See the Pairs

BBC vs IXJ: Top 5 Holdings

Today

BBC

10.1%in top 5

IXJ

in top 531.4%

BBCStockIXJ

not top 5LLY11.4%

not top 5JNJ6.7%

not top 5ABBV5.2%

not top 5MRK4.1%

not top 5UNH4.0%

2.2%KODnot top 5

2.2%XNCRnot top 5

2.1%TRAXnot top 5

1.8%ABCLnot top 5

1.8%REPLnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

BBC vs IXJ Returns, Every Period

VirtusBBC

−1.3%

5 years, per year

IXJiShares

+7.6%

5 years, per year

BBCIXJFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BBC vs IXJ

YTD

VirtusBBC

+5.6%

IXJiShares

+19.7%

+5.6%Year to date+19.7%

−30.2%Worst drop · 1Y−10.8%

38.2%Volatility · 1Y16.1%

1.6%Yield1.2%

$34.3MAssets$4.7B

3–1IXJ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBC, IXJ

Today

0.38%lowest, IXJ

FundExpense ratioFee$10k

IXJ0.38%$38

BBC0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BBC, IXJ

1.61%highest, BBC

FundTrailing yieldYield$10k

BBC1.61%$161

IXJ1.25%$125

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$96most kept, BBC

BBC$161 − $65 = $96

IXJ$125 − $38 = $87

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BBC, IXJ

Today

0.0%most shared, BBC and IXJ

BBCIXJ

BBC—0.0%

IXJ0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+36.3%BBC, at 38.2% volatility

IXJWorst drop−10.8%16.1% vol

BBCWorst drop−30.2%38.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BBCIXJ

+5.6%Year to date+19.7%

1.6%Yield1.2%

+36.3%Past year+28.6%

0.65%Fee0.38%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026