Compare · 2 funds side by side · dividends reinvested

MEDI and IYH

MEDIHarbor×IYHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,317IYH · best of the two

02 / 04

MEDI and IYH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Healthcare ETFSectors · Health care0.37%1.03%+19.8%+28.6%+15.9%+7.4%−10.6%16.4%$4.7B1.1

Harbor Health Care ETF (MEDI)Sectors · Health care0.80%0.21%+11.5%+17.2%+19.5%[…]−15.2%20.7%$45M1.9

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: MEDI 2022 · IYH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Health Care ETF (MEDI) · $45M[…]

MEDI

IYH

iShares U.S. Healthcare ETF · $4.7B$14,317

$10,000 five years ago, dividends reinvested · they hold 28.9% in common

MEDIMeasureIYH

+11.5%Year to dateJan 1 → Nov 3+19.8%

+17.2%1 yearTotal return+28.6%

+19.5%3 years · per year$10,000 became $17,057 · $15,575+15.9%

[…]5 years · per year$10,000 became […] · $14,317+7.4%

0.80%Expense ratio$80 · $37 a year on $10k · lower is better0.37%

0.21%Trailing 12-mo yield$21 · $103 a year on $10k1.03%

−15.2%Worst dropSmaller is better−10.6%

20.7%VolatilityLower is calmer16.4%

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

1–6IYH wins

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

More Ways to See the Pairs

MEDI vs IYH: Top 5 Holdings

Today

MEDI

36.6%in top 5

IYH

in top 544.2%

MEDIStockIYH

22.2%LLY16.4%

not top 5JNJ9.5%

not top 5ABBV7.6%

not top 5MRK5.4%

not top 5UNH5.3%

4.8%ARGNFnot top 5

3.4%PCVXnot top 5

3.1%GHnot top 5

3.0%INSMnot top 5

Held in common28.9%

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

MEDI vs IYH Returns, Every Period

HarborMEDI

+17.2%

past year

IYHiShares

+28.6%

past year

MEDIIYHFaded: behind in that period

1–2IYH wins

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

MEDI vs IYH

YTD

HarborMEDI

+11.5%

IYHiShares

+19.8%

+11.5%Year to date+19.8%

−15.2%Worst drop · 1Y−10.6%

20.7%Volatility · 1Y16.4%

0.2%Yield1.0%

$45.4MAssets$4.7B

4–0IYH wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MEDI, IYH

Today

0.37%lowest, IYH

FundExpense ratioFee$10k

IYH0.37%$37

MEDI0.80%$80

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

Yields: MEDI, IYH

1.03%highest, IYH

FundTrailing yieldYield$10k

IYH1.03%$103

MEDI0.21%$21

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

Income After Fees on $10,000

$66most kept, IYH

IYH$103 − $37 = $66

MEDI$21 − $80 = −$59

KeptFee

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

Overlap: MEDI, IYH

Today

28.9%most shared, MEDI and IYH

MEDIIYH

MEDI—28.9%

IYH28.9%—

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

Return vs Bumpiness: 2 ETFs

+28.6%IYH, at 16.4% volatility

IYHWorst drop−10.6%16.4% vol

MEDIWorst drop−15.2%20.7% vol

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

Paid More vs Made More

YTD

IYHMEDI

+19.8%Year to date+11.5%

1.0%Yield0.2%

+28.6%Past year+17.2%

0.37%Fee0.80%

4–0IYH 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