Compare · 3 funds side by side · dividends reinvested

IXJ, MDEV and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,503XLF · best of the three

02 / 04

IXJ, MDEV and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Healthcare ETFSectors · Health care0.38%1.25%+19.7%+28.6%+15.2%+7.6%−10.8%16.1%$4.7B1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B1.6

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+9.6%+12.2%+9.7%−1.9%−18.2%17.4%$3M2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: IXJ 2001 · MDEV 2021 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Healthcare ETF · $4.7B$14,393

IXJ

MDEV

First Trust Indxx Medical Devices ETF · $3M$9,086

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

IXJMeasureMDEV

+19.7%Year to dateJan 1 → Nov 5+9.6%

+28.6%1 yearTotal return+12.2%

+15.2%3 years · per year$10,000 became $15,304 · $13,194+9.7%

+7.6%5 years · per year$10,000 became $14,393 · $9,086−1.9%

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

1.25%Trailing 12-mo yield$125 · $10 a year on $10k0.10%

−10.8%Worst dropSmaller is better−18.2%

16.1%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 5, 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

31.4%in top 5

MDEV

in top 511.4%

IXJStockMDEV

11.4%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 5ZBH2.3%

not top 5LIVN2.2%

not top 5STMN.SW2.2%

Held in common18.8%

End-of-day Nov 5, 2026 · share of each fund

IXJ vs MDEV Returns, Every Period

iSharesIXJ

+7.6%

5 years, per year

MDEVFirst Trust

−1.9%

5 years, per year

IXJMDEVFaded: behind in that period

4–0IXJ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IXJ vs XLF

YTD

iSharesIXJ

+19.7%

XLFSPDR

+6.3%

+19.7%Year to date+6.3%

−10.8%Worst drop · 1Y−14.8%

16.1%Volatility · 1Y15.3%

1.2%Yield1.4%

$4.7BAssets$53.8B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IXJ, MDEV, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IXJ0.38%$38

MDEV0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IXJ, MDEV, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

IXJ1.25%$125

MDEV0.10%$10

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

IXJ$125 − $38 = $87

MDEV$10 − $70 = −$60

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IXJ, MDEV, XLF

Today

18.8%most shared, IXJ and MDEV

IXJMDEVXLF

IXJ—18.8%0.0%

MDEV18.8%—0.0%

XLF0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.6%IXJ, at 16.1% volatility

XLFWorst drop−14.8%15.3% vol

IXJWorst drop−10.8%16.1% vol

MDEVWorst drop−18.2%17.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XLFIXJ

+6.3%Year to date+19.7%

1.4%Yield1.2%

+11.4%Past year+28.6%

0.08%Fee0.38%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026