Compare · 2 funds side by side · dividends reinvested

BESF and XLV

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,979XLV · best of the two

02 / 04

BESF and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.0%+15.9%+8.4%−10.5%16.8%$49.9B1.1

Bastion Energy ETFSectors · Energy0.81%6.58%+9.0%+15.1%[…][…]−14.3%22.0%$31M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: BESF 2025 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

Bastion Energy ETF · $31M[…]

BESF

XLV

State Street Health Care Select Sector SPDR ETF · $49.9B$14,979

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

BESFMeasureXLV

+9.0%Year to dateJan 1 → Nov 6+20.9%

+15.1%1 yearTotal return+29.0%

[…]3 years · per year$10,000 became […] · $15,566+15.9%

[…]5 years · per year$10,000 became […] · $14,979+8.4%

0.81%Expense ratio$81 · $8 a year on $10k · lower is better0.08%

6.58%Trailing 12-mo yield$658 · $138 a year on $10k1.38%

−14.3%Worst dropSmaller is better−10.5%

22.0%VolatilityLower is calmer16.8%

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

1–5XLV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BESF vs XLV: Top 5 Holdings

Today

BESF

30.7%in top 5

XLV

in top 544.4%

BESFStockXLV

not top 5LLY16.3%

not top 5JNJ9.8%

7.6%LNGnot top 5

not top 5ABBV7.6%

7.1%NEXTnot top 5

not top 5MRK5.4%

5.4%EPDnot top 5

5.3%OKEnot top 5

not top 5UNH5.3%

5.2%ETnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

BESF vs XLV Returns, Every Period

BastionBESF

+15.1%

past year

XLVSPDR

+29.0%

past year

BESFXLVFaded: behind in that period

0–2XLV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BESF vs XLV

YTD

BastionBESF

+9.0%

XLVSPDR

+20.9%

+9.0%Year to date+20.9%

−14.3%Worst drop · 1Y−10.5%

22.0%Volatility · 1Y16.8%

6.6%Yield1.4%

$30.7MAssets$49.9B

3–1XLV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BESF, XLV

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

BESF0.81%$81

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BESF, XLV

6.58%highest, BESF

FundTrailing yieldYield$10k

BESF6.58%$658

XLV1.38%$138

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$577most kept, BESF

BESF$658 − $81 = $577

XLV$138 − $8 = $130

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BESF, XLV

Today

0.0%most shared, BESF and XLV

BESFXLV

BESF—0.0%

XLV0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.0%XLV, at 16.8% volatility

XLVWorst drop−10.5%16.8% vol

BESFWorst drop−14.3%22.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BESFXLV

+9.0%Year to date+20.9%

6.6%Yield1.4%

+15.1%Past year+29.0%

0.81%Fee0.08%

3–1XLV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026