Compare · 2 funds side by side · dividends reinvested

IBAT and XLV

IBATiShares×XLVSPDR×
$7.5k$10k$12.5k$15kLow $9,022 · 2022XLV$14,979Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,979XLV · best of the two
02 / 04

IBAT 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%$49.9B1.0
iShares Energy Storage & Materials ETFSectors · Energy0.47%0.91%+16.6%+3.9%[…][…]−30.7%33.3%$51M2.0
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: IBAT 2024 · XLV 1998
@TheETFTracker·theetftracker.com

Head to Head

5Y
iShares Energy Storage & Materials ETF · $51M[…]
IBAT
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

IBATMeasureXLV
+16.6%Year to dateJan 1 → Nov 6+20.9%
+3.9%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%
0.47%Expense ratio$47 · $8 a year on $10k · lower is better0.08%
0.91%Trailing 12-mo yield$91 · $138 a year on $10k1.38%
−30.7%Worst dropSmaller is better−10.5%
33.3%VolatilityLower is calmer16.8%
IBATXLV Winner of the row, in its colourEach row: the bigger of the two fills its side
0–6XLV wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

IBAT vs XLV: Top 5 Holdings

Today
IBAT
34.6%in top 5
XLV
in top 544.4%
IBATStockXLV
not top 5LLY16.3%
not top 5JNJ9.8%
7.9%AI.PAnot top 5
not top 5ABBV7.6%
7.6%APDnot top 5
7.3%BAS.DEnot top 5
6.2%BEnot top 5
5.5%6762.Tnot top 5
not top 5MRK5.4%
not top 5UNH5.3%
Held in common0.0%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

IBAT vs XLV Returns, Every Period

1Y
iSharesIBAT
+3.9%
past year
XLVSPDR
+29.0%
past year
0%+10%+20%+30%+16.6%+20.9%YTD+3.9%+29.0%1 year
IBATXLVFaded: behind in that period
0–2XLV wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

IBAT vs XLV

YTD
iSharesIBAT
+16.6%
XLVSPDR
+20.9%
Jan 1Nov 6+16.6%+20.9%
+16.6%Year to date+20.9%
−30.7%Worst drop · 1Y−10.5%
33.3%Volatility · 1Y16.8%
0.9%Yield1.4%
$50.5MAssets$49.9B
4–0XLV wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: IBAT, XLV

Today
0.08%lowest, XLV
FundExpense ratioFee$10k
XLV0.08%$8
IBAT0.47%$47
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: IBAT, XLV

1Y
1.38%highest, XLV
FundTrailing yieldYield$10k
XLV1.38%$138
IBAT0.91%$91
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$130most kept, XLV
XLV$138 − $8 = $130
IBAT$91 − $47 = $44
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: IBAT, XLV

Today
0.0%most shared, IBAT and XLV
IBATXLV
IBAT—0.0%
XLV0.0%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+29.0%XLV, at 16.8% volatility
0%+10%+20%+30%+40%10%20%30%40%Volatility · 1 year → bumpierXLV +29.0%IBAT +3.9%
XLVWorst drop−10.5%16.8% vol
IBATWorst drop−30.7%33.3% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
XLVIBAT
Jan 1Nov 6+20.9%+16.6%
+20.9%Year to date+16.6%
1.4%Yield0.9%
+29.0%Past year+3.9%
0.08%Fee0.47%
4–0XLV wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.8%
SPYSPDR
+8.7%
Jan 1Nov 6+8.8%+8.7%
+8.8%Year to date+8.7%
1.1%Yield1.0%
$178BAssets$778B
2–0SPYM wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com