Compare · 2 funds side by side · dividends reinvested

FXH and VHT

FXHFirst Trust×VHTVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,313VHT · best of the two

02 / 04

FXH and VHT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Health Care ETFSectors · Health care0.09%1.35%+19.6%+28.1%+16.9%+7.4%−10.4%15.8%$19.1B1.1

First Trust Health Care AlphaDEX FundSectors · Health care0.61%0.53%+21.8%+24.6%+16.0%+3.3%−12.2%15.9%$1.2B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: FXH 2007 · VHT 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Health Care AlphaDEX Fund · $1.2B$11,783

FXH

VHT

Vanguard Health Care ETF · $19.1B$14,313

$10,000 five years ago, dividends reinvested · they hold 33.0% in common

FXHMeasureVHT

+21.8%Year to dateJan 1 → Nov 3+19.6%

+24.6%1 yearTotal return+28.1%

+16.0%3 years · per year$10,000 became $15,604 · $15,988+16.9%

+3.3%5 years · per year$10,000 became $11,783 · $14,313+7.4%

0.61%Expense ratio$61 · $9 a year on $10k · lower is better0.09%

0.53%Trailing 12-mo yield$53 · $135 a year on $10k1.35%

−12.2%Worst dropSmaller is better−10.4%

15.9%VolatilityLower is calmer15.8%

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

1–7VHT wins

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

More Ways to See the Pairs

FXH vs VHT: Top 5 Holdings

Today

FXH

12.6%in top 5

VHT

in top 537.8%

FXHStockVHT

not top 5LLY12.9%

not top 5JNJ8.8%

not top 5ABBV6.5%

not top 5MRK5.0%

not top 5UNH4.7%

2.7%HALOnot top 5

2.5%CAInot top 5

2.5%CNCnot top 5

2.5%CInot top 5

2.4%ZBHnot top 5

Held in common33.0%

End-of-day Nov 3, 2026 · share of each fund

FXH vs VHT Returns, Every Period

First TrustFXH

+3.3%

5 years, per year

VHTVanguard

+7.4%

5 years, per year

FXHVHTFaded: behind in that period

1–3VHT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FXH vs VHT

YTD

First TrustFXH

+21.8%

VHTVanguard

+19.6%

+21.8%Year to date+19.6%

−12.2%Worst drop · 1Y−10.4%

15.9%Volatility · 1Y15.8%

0.5%Yield1.4%

$1.2BAssets$19.1B

3–1VHT wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXH, VHT

Today

0.09%lowest, VHT

FundExpense ratioFee$10k

VHT0.09%$9

FXH0.61%$61

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FXH, VHT

1.35%highest, VHT

FundTrailing yieldYield$10k

VHT1.35%$135

FXH0.53%$53

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$126most kept, VHT

VHT$135 − $9 = $126

FXH$53 − $61 = −$8

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FXH, VHT

Today

33.0%most shared, FXH and VHT

FXHVHT

FXH—33.0%

VHT33.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.1%VHT, at 15.8% volatility

VHTWorst drop−10.4%15.8% vol

FXHWorst drop−12.2%15.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VHTFXH

+19.6%Year to date+21.8%

1.4%Yield0.5%

+28.1%Past year+24.6%

0.09%Fee0.61%

3–1VHT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026