Compare · 3 funds side by side · dividends reinvested

BBC, VHT and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,503XLF · best of the three

02 / 04

BBC, VHT and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B1.8

Vanguard Health Care ETFSectors · Health care0.09%1.35%+19.7%+28.0%+16.5%+7.4%−10.4%16.3%$19.1B2.0

Virtus Biotech Clinical Trials ETFSectors · Health care0.65%1.61%+5.6%+36.3%+33.0%−1.3%−30.2%38.2%$34M2.3

Rank among the three1st → 3rdFee, 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 · VHT 2004 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

BBC

VHT

Vanguard Health Care ETF · $19.1B$14,317

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

BBCMeasureVHT

+5.6%Year to dateJan 1 → Nov 5+19.7%

+36.3%1 yearTotal return+28.0%

+33.0%3 years · per year$10,000 became $23,503 · $15,815+16.5%

−1.3%5 years · per year$10,000 became $9,380 · $14,317+7.4%

0.65%Expense ratio$65 · $9 a year on $10k · lower is better0.09%

1.61%Trailing 12-mo yield$161 · $135 a year on $10k1.35%

−30.2%Worst dropSmaller is better−10.4%

38.2%VolatilityLower is calmer16.3%

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

3–5VHT 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 VHT: Top 5 Holdings

Today

BBC

10.1%in top 5

VHT

in top 537.8%

BBCStockVHT

not top 5LLY12.9%

not top 5JNJ8.8%

not top 5ABBV6.5%

not top 5MRK5.0%

not top 5UNH4.7%

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 common2.4%

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

BBC vs VHT Returns, Every Period

VirtusBBC

−1.3%

5 years, per year

VHTVanguard

+7.4%

5 years, per year

BBCVHTFaded: behind in that period

2–2Level

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

BBC vs XLF

YTD

VirtusBBC

+5.6%

XLFSPDR

+6.3%

+5.6%Year to date+6.3%

−30.2%Worst drop · 1Y−14.8%

38.2%Volatility · 1Y15.3%

1.6%Yield1.4%

$34.3MAssets$53.8B

3–1XLF wins

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

Cost, Income and Risk

Fees: BBC, VHT, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

VHT0.09%$9

BBC0.65%$65

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

Yields: BBC, VHT, XLF

1.61%highest, BBC

FundTrailing yieldYield$10k

BBC1.61%$161

XLF1.44%$144

VHT1.35%$135

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

VHT$135 − $9 = $126

BBC$161 − $65 = $96

KeptFee

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

Overlap: BBC, VHT, XLF

Today

2.4%most shared, BBC and VHT

BBCVHTXLF

BBC—2.4%0.0%

VHT2.4%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+36.3%BBC, at 38.2% volatility

XLFWorst drop−14.8%15.3% vol

VHTWorst drop−10.4%16.3% 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

BBCVHT

+5.6%Year to date+19.7%

1.6%Yield1.4%

+36.3%Past year+28.0%

0.65%Fee0.09%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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