Compare · 2 funds side by side · dividends reinvested

BBP and IXJ

BBPVirtus×IXJiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,256BBP · best of the two

02 / 04

BBP and IXJ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Virtus Biotech ETFSectors · Health care0.34%0.00%+28.5%+39.3%+30.6%+15.2%−9.4%26.4%$134M1.3

iShares Global Healthcare ETFSectors · Health care0.38%1.25%+19.7%+28.6%+15.2%+7.6%−10.8%16.1%$4.7B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: BBP 2014 · IXJ 2001

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Biotech ETF · $134M$20,256

BBP

IXJ

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

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

BBPMeasureIXJ

+28.5%Year to dateJan 1 → Nov 4+19.7%

+39.3%1 yearTotal return+28.6%

+30.6%3 years · per year$10,000 became $22,287 · $15,304+15.2%

+15.2%5 years · per year$10,000 became $20,256 · $14,393+7.6%

0.34%Expense ratio$34 · $38 a year on $10k · lower is better0.38%

0.00%Trailing 12-mo yield$0 · $125 a year on $10k1.25%

−9.4%Worst dropSmaller is better−10.8%

26.4%VolatilityLower is calmer16.1%

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

6–2BBP wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBP vs IXJ: Top 5 Holdings

Today

BBP

17.1%in top 5

IXJ

in top 531.6%

BBPStockIXJ

not top 5LLY11.6%

not top 5JNJ6.6%

6.0%MRNAnot top 5

not top 5ABBV5.2%

not top 5UNH4.1%

not top 5MRK4.0%

3.1%VSTMnot top 5

2.8%IOVAnot top 5

2.7%OMERnot top 5

2.4%HALOnot top 5

Held in common7.7%

End-of-day Nov 4, 2026 · share of each fund

BBP vs IXJ Returns, Every Period

VirtusBBP

+15.2%

5 years, per year

IXJiShares

+7.6%

5 years, per year

BBPIXJFaded: behind in that period

4–0BBP wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BBP vs IXJ

YTD

VirtusBBP

+28.5%

IXJiShares

+19.7%

+28.5%Year to date+19.7%

−9.4%Worst drop · 1Y−10.8%

26.4%Volatility · 1Y16.1%

0.0%Yield1.2%

$134MAssets$4.7B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBP, IXJ

Today

0.34%lowest, BBP

FundExpense ratioFee$10k

BBP0.34%$34

IXJ0.38%$38

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BBP, IXJ

1.25%highest, IXJ

FundTrailing yieldYield$10k

IXJ1.25%$125

BBP0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$87most kept, IXJ

IXJ$125 − $38 = $87

BBP$0 − $34 = −$34

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BBP, IXJ

Today

7.7%most shared, BBP and IXJ

BBPIXJ

BBP—7.7%

IXJ7.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+39.3%BBP, at 26.4% volatility

IXJWorst drop−10.8%16.1% vol

BBPWorst drop−9.4%26.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IXJBBP

+19.7%Year to date+28.5%

1.2%Yield0.0%

+28.6%Past year+39.3%

0.38%Fee0.34%

3–1BBP wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026