Compare · 2 funds side by side · dividends reinvested

FXH and IYH

FXHFirst Trust×IYHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,917IYH · best of the two

02 / 04

FXH and IYH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Healthcare ETFSectors · Health care0.37%1.00%+23.7%+32.8%+17.0%+8.3%−10.6%16.7%$4.7B1.4

First Trust Health Care AlphaDEX FundSectors · Health care0.61%0.51%+26.8%+29.8%+17.6%+4.4%−12.2%16.4%$1.2B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FXH 2007 · IYH 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Health Care AlphaDEX Fund · $1.2B$12,399

FXH

IYH

iShares U.S. Healthcare ETF · $4.7B$14,917

$10,000 five years ago, dividends reinvested · they hold 35.5% in common

FXHMeasureIYH

+26.8%Year to dateJan 1 → Nov 4+23.7%

+29.8%1 yearTotal return+32.8%

+17.6%3 years · per year$10,000 became $16,244 · $16,005+17.0%

+4.4%5 years · per year$10,000 became $12,399 · $14,917+8.3%

0.61%Expense ratio$61 · $37 a year on $10k · lower is better0.37%

0.51%Trailing 12-mo yield$51 · $100 a year on $10k1.00%

−12.2%Worst dropSmaller is better−10.6%

16.4%VolatilityLower is calmer16.7%

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

3–5IYH wins

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

More Ways to See the Pairs

FXH vs IYH: Top 5 Holdings

Today

FXH

12.4%in top 5

IYH

in top 543.7%

FXHStockIYH

not top 5LLY16.4%

not top 5JNJ9.4%

not top 5ABBV7.4%

not top 5UNH5.3%

not top 5MRK5.2%

2.6%HALOnot top 5

2.5%ZBHnot top 5

2.4%CInot top 5

2.4%CNCnot top 5

2.4%CAInot top 5

Held in common35.5%

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

FXH vs IYH Returns, Every Period

First TrustFXH

+4.4%

5 years, per year

IYHiShares

+8.3%

5 years, per year

FXHIYHFaded: behind in that period

2–2Level

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

FXH vs IYH

YTD

First TrustFXH

+26.8%

IYHiShares

+23.7%

+26.8%Year to date+23.7%

−12.2%Worst drop · 1Y−10.6%

16.4%Volatility · 1Y16.7%

0.5%Yield1.0%

$1.2BAssets$4.7B

2–2level

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

Cost, Income and Risk

Fees: FXH, IYH

Today

0.37%lowest, IYH

FundExpense ratioFee$10k

IYH0.37%$37

FXH0.61%$61

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

Yields: FXH, IYH

1.00%highest, IYH

FundTrailing yieldYield$10k

IYH1.00%$100

FXH0.51%$51

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

Income After Fees on $10,000

$63most kept, IYH

IYH$100 − $37 = $63

FXH$51 − $61 = −$10

KeptFee

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

Overlap: FXH, IYH

Today

35.5%most shared, FXH and IYH

FXHIYH

FXH—35.5%

IYH35.5%—

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

Return vs Bumpiness: 2 ETFs

+32.8%IYH, at 16.7% volatility

FXHWorst drop−12.2%16.4% vol

IYHWorst drop−10.6%16.7% vol

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

Paid More vs Made More

YTD

IYHFXH

+23.7%Year to date+26.8%

1.0%Yield0.5%

+32.8%Past year+29.8%

0.37%Fee0.61%

3–1IYH 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026