Compare · 3 funds side by side · dividends reinvested

IXJ, MDEV and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

IXJ, MDEV and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.4

iShares Global Healthcare ETFSectors · Health care0.38%1.28%+17.0%+25.1%+14.0%+6.7%−10.8%16.3%$4.6B1.8

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+7.9%+11.0%+9.0%−2.4%−18.2%17.4%$4M2.9

Rank among the three1st → 3rdFee, 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: IXJ 2001 · MDEV 2021 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Healthcare ETF · $4.6B$13,862

IXJ

MDEV

First Trust Indxx Medical Devices ETF · $4M$8,839

$10,000 five years ago, dividends reinvested · they hold 18.8% in common

IXJMeasureMDEV

+17.0%Year to dateJan 1 → Nov 6+7.9%

+25.1%1 yearTotal return+11.0%

+14.0%3 years · per year$10,000 became $14,818 · $12,957+9.0%

+6.7%5 years · per year$10,000 became $13,862 · $8,839−2.4%

0.38%Expense ratio$38 · $70 a year on $10k · lower is better0.70%

1.28%Trailing 12-mo yield$128 · $10 a year on $10k0.10%

−10.8%Worst dropSmaller is better−18.2%

16.3%VolatilityLower is calmer17.4%

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

8–0IXJ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IXJ vs MDEV: Top 5 Holdings

Today

IXJ

31.0%in top 5

MDEV

in top 511.4%

IXJStockMDEV

11.1%LLYnot top 5

6.7%JNJnot top 5

5.2%ABBVnot top 5

4.1%MRKnot top 5

4.0%UNHnot top 5

not top 5GEHC2.4%

not top 5PHIA.AS2.3%

not top 5TFX2.3%

not top 5SYK2.2%

not top 5ZBH2.2%

Held in common18.8%

End-of-day Nov 6, 2026 · share of each fund

IXJ vs MDEV Returns, Every Period

iSharesIXJ

+6.7%

5 years, per year

MDEVFirst Trust

−2.4%

5 years, per year

IXJMDEVFaded: behind in that period

4–0IXJ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IXJ vs XLE

YTD

iSharesIXJ

+17.0%

XLESPDR

+40.6%

+17.0%Year to date+40.6%

−10.8%Worst drop · 1Y−15.0%

16.3%Volatility · 1Y23.3%

1.3%Yield2.5%

$4.6BAssets$42.0B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IXJ, MDEV, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

IXJ0.38%$38

MDEV0.70%$70

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IXJ, MDEV, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

IXJ1.28%$128

MDEV0.10%$10

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

IXJ$128 − $38 = $90

MDEV$10 − $70 = −$60

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IXJ, MDEV, XLE

Today

18.8%most shared, IXJ and MDEV

IXJMDEVXLE

IXJ—18.8%0.0%

MDEV18.8%—0.0%

XLE0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

IXJWorst drop−10.8%16.3% vol

MDEVWorst drop−18.2%17.4% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLEIXJ

+40.6%Year to date+17.0%

2.5%Yield1.3%

+45.0%Past year+25.1%

0.08%Fee0.38%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026