Compare · 3 funds side by side · dividends reinvested

IWF, XLV and VUG

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,151VUG · best of the three

Story of the three · IncomeMost incomeXLV · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

IWF, XLV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.5%+25.6%+15.7%+9.0%−10.5%16.8%$50.6B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: IWF 2000 · XLV 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $118B$15,505

IWF

XLV

State Street Health Care Select Sector SPDR ETF · $50.6B$15,419

$10,000 five years ago, dividends reinvested · they hold 5.9% in common

IWFMeasure

More Ways to See the Pairs

IWF vs XLV: Top 5 Holdings

Today

IWF

38.2%in top 5

XLV

in top 544.9%

IWFStockXLV

not top 5LLY16.8%

12.8%NVDAnot top 5

not top 5JNJ9.9%

8.8%AAPLnot top 5

not top 5ABBV7.6%

Cost, Income and Risk

Fees: IWF, XLV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

XLV0.08%$8

IWF0.18%$18

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: IWF, XLV, VUG

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

XLV

−2.6%Year to dateJan 1 → Nov 13+23.5%

−3.9%1 yearTotal return+25.6%

+18.6%3 years · per year$10,000 became $16,699 · $15,490+15.7%

+9.2%5 years · per year$10,000 became $15,505 · $15,419+9.0%

0.18%Expense ratio$18 · $8 a year on $10k · lower is better0.08%

0.38%Trailing 12-mo yield$38 · $135 a year on $10k1.35%

−14.6%Worst dropSmaller is better−10.5%

19.6%VolatilityLower is calmer16.8%

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

2–6XLV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.1%MSFTnot top 5

5.4%GOOGLnot top 5

not top 5MRK5.3%

not top 5UNH5.3%

5.1%AVGOnot top 5

Held in common5.9%

End-of-day Nov 13, 2026 · share of each fund

IWF vs XLV Returns, Every Period

5Y

iSharesIWF

+9.2%

5 years, per year

XLVSPDR

+9.0%

5 years, per year

IWFXLVFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: IWF vs XLV

YTD

iSharesIWF

−2.6%

XLVSPDR

+23.5%

−2.6%Year to date+23.5%

−14.6%Worst drop · 1Y−10.5%

19.6%Volatility · 1Y16.8%

0.4%Yield1.4%

$118BAssets$50.6B

4–0XLV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1.35%highest, XLV

FundTrailing yieldYield$10k

XLV1.35%$135

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$127most kept, XLV

XLV$135 − $8 = $127

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IWF, XLV, VUG

Today

77.8%most shared, IWF and VUG

IWFXLVVUG

IWF—5.9%77.8%

XLV5.9%—4.1%

VUG77.8%4.1%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.6%XLV, at 16.8% volatility

XLVWorst drop−10.5%16.8% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

XLVVUG

+23.5%Year to date+3.9%

1.4%Yield0.4%

+25.6%Past year+2.8%

0.08%Fee0.03%

3–1XLV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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IWF, XLV and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three