Compare · 2 funds side by side · dividends reinvested

IHE and XLV

IHEiShares×XLVSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,602IHE · best of the two

02 / 04

IHE and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Pharmaceuticals ETFSectors · Health care0.37%1.34%+26.9%+42.7%+26.3%+13.2%−9.7%18.6%$1.6B1.4

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%$49.1B1.6

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: IHE 2006 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Pharmaceuticals ETF · $1.6B$18,602

IHE

XLV

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

$10,000 five years ago, dividends reinvested · they hold 36.0% in common

IHEMeasureXLV

+26.9%Year to dateJan 1 → Nov 3+20.4%

+42.7%1 yearTotal return+29.7%

+26.3%3 years · per year$10,000 became $20,159 · $15,709+16.2%

+13.2%5 years · per year$10,000 became $18,602 · $15,068+8.5%

0.37%Expense ratio$37 · $8 a year on $10k · lower is better0.08%

1.34%Trailing 12-mo yield$134 · $139 a year on $10k1.39%

−9.7%Worst dropSmaller is better−10.5%

18.6%VolatilityLower is calmer16.4%

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

5–3IHE wins

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

More Ways to See the Pairs

IHE vs XLV: Top 5 Holdings

Today

IHE

62.7%in top 5

XLV

in top 545.0%

IHEStockXLV

26.9%LLY16.5%

21.8%JNJ9.9%

not top 5ABBV7.7%

not top 5UNH5.5%

not top 5MRK5.4%

4.7%RPRXnot top 5

4.7%PFEnot top 5

4.6%ZTSnot top 5

Held in common36.0%

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

IHE vs XLV Returns, Every Period

iSharesIHE

+13.2%

5 years, per year

XLVSPDR

+8.5%

5 years, per year

IHEXLVFaded: behind in that period

4–0IHE wins

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

IHE vs XLV

YTD

iSharesIHE

+26.9%

XLVSPDR

+20.4%

+26.9%Year to date+20.4%

−9.7%Worst drop · 1Y−10.5%

18.6%Volatility · 1Y16.4%

1.3%Yield1.4%

$1.6BAssets$49.1B

2–2level

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

Cost, Income and Risk

Fees: IHE, XLV

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

IHE0.37%$37

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

Yields: IHE, XLV

1.39%highest, XLV

FundTrailing yieldYield$10k

XLV1.39%$139

IHE1.34%$134

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

Income After Fees on $10,000

$131most kept, XLV

XLV$139 − $8 = $131

IHE$134 − $37 = $97

KeptFee

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

Overlap: IHE, XLV

Today

36.0%most shared, IHE and XLV

IHEXLV

IHE—36.0%

XLV36.0%—

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

Return vs Bumpiness: 2 ETFs

+42.7%IHE, at 18.6% volatility

XLVWorst drop−10.5%16.4% vol

IHEWorst drop−9.7%18.6% vol

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

Paid More vs Made More

YTD

XLVIHE

+20.4%Year to date+26.9%

1.4%Yield1.3%

+29.7%Past year+42.7%

0.08%Fee0.37%

2–2level

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