Compare · 3 funds side by side · dividends reinvested

IBRN, VHT and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,353XLF · best of the three

02 / 04

IBRN, VHT and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$54.2B1.5

Vanguard Health Care ETFSectors · Health care0.09%1.35%+19.6%+28.1%+16.9%+7.4%−10.4%15.8%$19.1B1.8

iShares Neuroscience and Healthcare ETFSectors · Health care0.47%0.96%+3.0%+11.3%+21.0%[…]−26.3%26.7%$7M2.7

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: IBRN 2022 · VHT 2004 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Neuroscience and Healthcare ETF · $7M[…]

IBRN

VHT

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

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

IBRNMeasureVHT

+3.0%Year to dateJan 1 → Nov 3+19.6%

+11.3%1 yearTotal return+28.1%

+21.0%3 years · per year$10,000 became $17,703 · $15,988+16.9%

[…]5 years · per year$10,000 became […] · $14,313+7.4%

0.47%Expense ratio$47 · $9 a year on $10k · lower is better0.09%

0.96%Trailing 12-mo yield$96 · $135 a year on $10k1.35%

−26.3%Worst dropSmaller is better−10.4%

26.7%VolatilityLower is calmer15.8%

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

1–6VHT wins

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

More Ways to See the Pairs

IBRN vs VHT: Top 5 Holdings

Today

IBRN

23.5%in top 5

VHT

in top 537.8%

IBRNStockVHT

not top 5LLY12.9%

not top 5JNJ8.8%

not top 5ABBV6.5%

5.6%BIIBnot top 5

not top 5MRK5.0%

4.8%ALKSnot top 5

not top 5UNH4.7%

4.6%NBIXnot top 5

4.4%EWTXnot top 5

4.2%PTCTnot top 5

Held in common1.3%

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

IBRN vs VHT Returns, Every Period

iSharesIBRN

+11.3%

past year

VHTVanguard

+28.1%

past year

IBRNVHTFaded: behind in that period

1–2VHT wins

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

IBRN vs XLF

YTD

iSharesIBRN

+3.0%

XLFSPDR

+5.7%

+3.0%Year to date+5.7%

−26.3%Worst drop · 1Y−14.8%

26.7%Volatility · 1Y14.6%

1.0%Yield1.4%

$6.6MAssets$54.2B

4–0XLF wins

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

Cost, Income and Risk

Fees: IBRN, VHT, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

VHT0.09%$9

IBRN0.47%$47

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

Yields: IBRN, VHT, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

VHT1.35%$135

IBRN0.96%$96

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

VHT$135 − $9 = $126

IBRN$96 − $47 = $49

KeptFee

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

Overlap: IBRN, VHT, XLF

Today

1.3%most shared, IBRN and VHT

IBRNVHTXLF

IBRN—1.3%0.0%

VHT1.3%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+28.1%VHT, at 15.8% volatility

XLFWorst drop−14.8%14.6% vol

VHTWorst drop−10.4%15.8% vol

IBRNWorst drop−26.3%26.7% vol

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

Paid More vs Made More

YTD

XLFVHT

+5.7%Year to date+19.6%

1.4%Yield1.4%

+10.9%Past year+28.1%

0.08%Fee0.09%

2–1VHT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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