Compare · 3 funds side by side · dividends reinvested

HELX, XLV and VOO

HELXFranklin Templeton×XLVSPDR×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

HELX, XLV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.6

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%$49.1B1.9

Franklin Genomic Advancements ETFSectors · Health care0.50%0.32%+22.4%+26.6%+20.5%−3.3%−18.0%24.6%$36M2.5

Rank among the three1st → 3rdFee, 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: HELX 2020 · XLV 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Genomic Advancements ETF · $36M$8,473

HELX

XLV

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

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

HELXMeasureXLV

+22.4%Year to dateJan 1 → Nov 3+20.4%

+26.6%1 yearTotal return+29.7%

+20.5%3 years · per year$10,000 became $17,514 · $15,709+16.2%

−3.3%5 years · per year$10,000 became $8,473 · $15,068+8.5%

0.50%Expense ratio$50 · $8 a year on $10k · lower is better0.08%

0.32%Trailing 12-mo yield$32 · $139 a year on $10k1.39%

−18.0%Worst dropSmaller is better−10.5%

24.6%VolatilityLower is calmer16.4%

HELXXLV 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

HELX vs XLV: Top 5 Holdings

Today

HELX

32.4%in top 5

XLV

in top 545.0%

HELXStockXLV

not top 5LLY16.5%

not top 5JNJ9.9%

9.5%NTRAnot top 5

9.5%GHnot top 5

not top 5ABBV7.7%

not top 5UNH5.5%

not top 5MRK5.4%

4.6%KRYSnot top 5

4.5%LGNDnot top 5

4.3%ADPTnot top 5

Held in common9.3%

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

HELX vs XLV Returns, Every Period

Franklin TempletonHELX

−3.3%

5 years, per year

XLVSPDR

+8.5%

5 years, per year

HELXXLVFaded: behind in that period

2–2Level

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

HELX vs XLV

YTD

Franklin TempletonHELX

+22.4%

XLVSPDR

+20.4%

+22.4%Year to date+20.4%

−18.0%Worst drop · 1Y−10.5%

24.6%Volatility · 1Y16.4%

0.3%Yield1.4%

$35.6MAssets$49.1B

3–1XLV wins

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

Cost, Income and Risk

Fees: HELX, XLV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLV0.08%$8

HELX0.50%$50

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

Yields: HELX, XLV, VOO

1.39%highest, XLV

FundTrailing yieldYield$10k

XLV1.39%$139

VOO1.07%$107

HELX0.32%$32

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

Income After Fees on $10,000

$131most kept, XLV

XLV$139 − $8 = $131

VOO$107 − $3 = $104

HELX$32 − $50 = −$18

KeptFee

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

Overlap: HELX, XLV, VOO

Today

9.3%most shared, HELX and XLV

HELXXLVVOO

HELX—9.3%2.6%

XLV9.3%—9.3%

VOO2.6%9.3%—

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

Return vs Bumpiness: 3 ETFs

+29.7%XLV, at 16.4% volatility

VOOWorst drop−8.9%12.7% vol

XLVWorst drop−10.5%16.4% vol

HELXWorst drop−18.0%24.6% vol

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

Paid More vs Made More

YTD

XLVHELX

+20.4%Year to date+22.4%

1.4%Yield0.3%

+29.7%Past year+26.6%

0.08%Fee0.50%

3–1XLV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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