Compare · 2 funds side by side · dividends reinvested

FXH and XLV

FXHFirst Trust×XLVSPDR×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,068XLV · best of the two

02 / 04

FXH and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.39%+20.4%+29.7%+16.2%+8.5%−10.5%16.4%$49.1B1.3

First Trust Health Care AlphaDEX FundSectors · Health care0.61%0.53%+21.8%+24.6%+16.0%+3.3%−12.2%15.9%$1.2B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: FXH 2007 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

FXH

XLV

State Street Health Care Select Sector SPDR ETF · $49.1B$15,068

$10,000 five years ago, dividends reinvested · they hold 29.7% in common

FXHMeasureXLV

+21.8%Year to dateJan 1 → Nov 3+20.4%

+24.6%1 yearTotal return+29.7%

+16.0%3 years · per year$10,000 became $15,604 · $15,709+16.2%

+3.3%5 years · per year$10,000 became $11,783 · $15,068+8.5%

0.61%Expense ratio$61 · $8 a year on $10k · lower is better0.08%

0.53%Trailing 12-mo yield$53 · $139 a year on $10k1.39%

−12.2%Worst dropSmaller is better−10.5%

15.9%VolatilityLower is calmer16.4%

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

2–6XLV 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 XLV: Top 5 Holdings

Today

FXH

12.6%in top 5

XLV

in top 545.0%

FXHStockXLV

not top 5LLY16.5%

not top 5JNJ9.9%

not top 5ABBV7.7%

not top 5UNH5.5%

not top 5MRK5.4%

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 common29.7%

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

FXH vs XLV Returns, Every Period

First TrustFXH

+3.3%

5 years, per year

XLVSPDR

+8.5%

5 years, per year

FXHXLVFaded: behind in that period

1–3XLV wins

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

FXH vs XLV

YTD

First TrustFXH

+21.8%

XLVSPDR

+20.4%

+21.8%Year to date+20.4%

−12.2%Worst drop · 1Y−10.5%

15.9%Volatility · 1Y16.4%

0.5%Yield1.4%

$1.2BAssets$49.1B

2–2level

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

Cost, Income and Risk

Fees: FXH, XLV

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

FXH0.61%$61

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

Yields: FXH, XLV

1.39%highest, XLV

FundTrailing yieldYield$10k

XLV1.39%$139

FXH0.53%$53

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

Income After Fees on $10,000

$131most kept, XLV

XLV$139 − $8 = $131

FXH$53 − $61 = −$8

KeptFee

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

Overlap: FXH, XLV

Today

29.7%most shared, FXH and XLV

FXHXLV

FXH—29.7%

XLV29.7%—

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

Return vs Bumpiness: 2 ETFs

+29.7%XLV, at 16.4% volatility

FXHWorst drop−12.2%15.9% vol

XLVWorst drop−10.5%16.4% vol

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

Paid More vs Made More

YTD

XLVFXH

+20.4%Year to date+21.8%

1.4%Yield0.5%

+29.7%Past year+24.6%

0.08%Fee0.61%

3–1XLV 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