Compare · 3 funds side by side · dividends reinvested

IXJ, VHT and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,474XLF · best of the three

02 / 04

IXJ, VHT and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Health Care ETFSectors · Health care0.09%1.35%+19.8%+27.4%+16.4%+7.3%−10.4%16.3%$19.1B1.8

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B1.8

iShares Global Healthcare ETFSectors · Health care0.38%1.28%+17.0%+25.1%+14.0%+6.7%−10.8%16.3%$4.6B2.5

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 · VHT 2004 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

IXJ

VHT

Vanguard Health Care ETF · $19.1B$14,205

$10,000 five years ago, dividends reinvested · they hold 72.5% in common

IXJMeasureVHT

+17.0%Year to dateJan 1 → Nov 6+19.8%

+25.1%1 yearTotal return+27.4%

+14.0%3 years · per year$10,000 became $14,818 · $15,781+16.4%

+6.7%5 years · per year$10,000 became $13,862 · $14,205+7.3%

0.38%Expense ratio$38 · $9 a year on $10k · lower is better0.09%

1.28%Trailing 12-mo yield$128 · $135 a year on $10k1.35%

−10.8%Worst dropSmaller is better−10.4%

16.3%VolatilityLower is calmer16.3%

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

0–7VHT 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 VHT: Top 5 Holdings

Today

IXJ

31.0%in top 5

VHT

in top 537.8%

IXJStockVHT

11.1%LLY12.9%

6.7%JNJ8.8%

5.2%ABBV6.5%

4.1%MRK5.0%

4.0%UNH4.7%

Held in common72.5%

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

IXJ vs VHT Returns, Every Period

iSharesIXJ

+6.7%

5 years, per year

VHTVanguard

+7.3%

5 years, per year

IXJVHTFaded: behind in that period

0–4VHT wins

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

IXJ vs XLF

YTD

iSharesIXJ

+17.0%

XLFSPDR

+5.7%

+17.0%Year to date+5.7%

−10.8%Worst drop · 1Y−14.8%

16.3%Volatility · 1Y15.3%

1.3%Yield1.4%

$4.6BAssets$55.5B

2–2level

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

Cost, Income and Risk

Fees: IXJ, VHT, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

VHT0.09%$9

IXJ0.38%$38

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

Yields: IXJ, VHT, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

VHT1.35%$135

IXJ1.28%$128

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

VHT$135 − $9 = $126

IXJ$128 − $38 = $90

KeptFee

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

Overlap: IXJ, VHT, XLF

Today

72.5%most shared, IXJ and VHT

IXJVHTXLF

IXJ—72.5%0.0%

VHT72.5%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+27.4%VHT, at 16.3% volatility

XLFWorst drop−14.8%15.3% vol

IXJWorst drop−10.8%16.3% vol

VHTWorst drop−10.4%16.3% vol

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

Paid More vs Made More

YTD

XLFVHT

+5.7%Year to date+19.8%

1.4%Yield1.4%

+10.4%Past year+27.4%

0.08%Fee0.09%

2–1VHT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026