Compare · 2 funds side by side · dividends reinvested

IXJ and XLV

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,652XLV · best of the two

02 / 04

IXJ and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.34%+24.0%+33.5%+17.2%+9.4%−10.5%16.6%$49.1B1.1

iShares Global Healthcare ETFSectors · Health care0.38%1.25%+19.7%+28.6%+15.2%+7.6%−10.8%16.1%$4.6B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IXJ 2001 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Healthcare ETF · $4.6B$14,393

IXJ

XLV

State Street Health Care Select Sector SPDR ETF · $49.1B$15,652

$10,000 five years ago, dividends reinvested · they hold 73.2% in common

IXJMeasureXLV

+19.7%Year to dateJan 1 → Nov 4+24.0%

+28.6%1 yearTotal return+33.5%

+15.2%3 years · per year$10,000 became $15,304 · $16,102+17.2%

+7.6%5 years · per year$10,000 became $14,393 · $15,652+9.4%

0.38%Expense ratio$38 · $8 a year on $10k · lower is better0.08%

1.25%Trailing 12-mo yield$125 · $134 a year on $10k1.34%

−10.8%Worst dropSmaller is better−10.5%

16.1%VolatilityLower is calmer16.6%

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

1–7XLV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IXJ vs XLV: Top 5 Holdings

Today

IXJ

31.6%in top 5

XLV

in top 544.9%

IXJStockXLV

11.6%LLY16.9%

6.6%JNJ9.6%

5.2%ABBV7.6%

4.1%UNH5.4%

4.0%MRK5.3%

Held in common73.2%

End-of-day Nov 4, 2026 · share of each fund

IXJ vs XLV Returns, Every Period

iSharesIXJ

+7.6%

5 years, per year

XLVSPDR

+9.4%

5 years, per year

IXJXLVFaded: behind in that period

0–4XLV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IXJ vs XLV

YTD

iSharesIXJ

+19.7%

XLVSPDR

+24.0%

+19.7%Year to date+24.0%

−10.8%Worst drop · 1Y−10.5%

16.1%Volatility · 1Y16.6%

1.2%Yield1.3%

$4.6BAssets$49.1B

3–1XLV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IXJ, XLV

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

IXJ0.38%$38

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IXJ, XLV

1.34%highest, XLV

FundTrailing yieldYield$10k

XLV1.34%$134

IXJ1.25%$125

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$126most kept, XLV

XLV$134 − $8 = $126

IXJ$125 − $38 = $87

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IXJ, XLV

Today

73.2%most shared, IXJ and XLV

IXJXLV

IXJ—73.2%

XLV73.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+33.5%XLV, at 16.6% volatility

IXJWorst drop−10.8%16.1% vol

XLVWorst drop−10.5%16.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XLVIXJ

+24.0%Year to date+19.7%

1.3%Yield1.2%

+33.5%Past year+28.6%

0.08%Fee0.38%

4–0XLV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026