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$15,068XLV · 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%1.39%+20.4%+29.7%+16.2%+8.5%−10.5%16.4%$49.1B1.1

iShares Global Healthcare ETFSectors · Health care0.38%1.29%+16.0%+24.7%+14.4%+6.7%−10.8%15.8%$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 3, 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$13,815

IXJ

XLV

State Street Health Care Select Sector SPDR ETF · $49.1B$15,068

$10,000 five years ago, dividends reinvested · they hold 73.1% in common

IXJMeasureXLV

+16.0%Year to dateJan 1 → Nov 3+20.4%

+24.7%1 yearTotal return+29.7%

+14.4%3 years · per year$10,000 became $14,960 · $15,709+16.2%

+6.7%5 years · per year$10,000 became $13,815 · $15,068+8.5%

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

1.29%Trailing 12-mo yield$129 · $139 a year on $10k1.39%

−10.8%Worst dropSmaller is better−10.5%

15.8%VolatilityLower is calmer16.4%

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

1–7XLV wins

End-of-day Nov 3, 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

32.0%in top 5

XLV

in top 545.0%

IXJStockXLV

11.6%LLY16.5%

6.7%JNJ9.9%

5.3%ABBV7.7%

4.1%UNH5.5%

4.2%MRK5.4%

Held in common73.1%

End-of-day Nov 3, 2026 · share of each fund

IXJ vs XLV Returns, Every Period

iSharesIXJ

+6.7%

5 years, per year

XLVSPDR

+8.5%

5 years, per year

IXJXLVFaded: behind in that period

0–4XLV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IXJ vs XLV

YTD

iSharesIXJ

+16.0%

XLVSPDR

+20.4%

+16.0%Year to date+20.4%

−10.8%Worst drop · 1Y−10.5%

15.8%Volatility · 1Y16.4%

1.3%Yield1.4%

$4.6BAssets$49.1B

3–1XLV wins

End-of-day Nov 3, 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 3, 2026 · fee on $10,000 a year

Yields: IXJ, XLV

1.39%highest, XLV

FundTrailing yieldYield$10k

XLV1.39%$139

IXJ1.29%$129

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$131most kept, XLV

XLV$139 − $8 = $131

IXJ$129 − $38 = $91

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IXJ, XLV

Today

73.1%most shared, IXJ and XLV

IXJXLV

IXJ—73.1%

XLV73.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.7%XLV, at 16.4% volatility

IXJWorst drop−10.8%15.8% vol

XLVWorst drop−10.5%16.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XLVIXJ

+20.4%Year to date+16.0%

1.4%Yield1.3%

+29.7%Past year+24.7%

0.08%Fee0.38%

4–0XLV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026