Compare · 2 funds side by side · dividends reinvested

MEDX and IDNA

MEDXHorizon Kinetics×IDNAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$8,654IDNA · best of the two

02 / 04

MEDX and IDNA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Genomics Immunology and Healthcare ETFSectors · Health care0.47%0.68%+58.8%+70.0%+33.2%−2.8%−10.6%30.6%$354M1.4

Horizon Kinetics Medical ETFSectors · Health care0.85%1.09%+13.1%+22.5%+14.4%[…]−10.6%19.3%$18M1.6

Rank among the two1st → 2ndFee, 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: MEDX 2023 · IDNA 2019

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Kinetics Medical ETF · $18M[…]

MEDX

IDNA

iShares Genomics Immunology and Healthcare ETF · $354M$8,654

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

MEDXMeasureIDNA

+13.1%Year to dateJan 1 → Nov 5+58.8%

+22.5%1 yearTotal return+70.0%

+14.4%3 years · per year$10,000 became $14,990 · $23,655+33.2%

[…]5 years · per year$10,000 became […] · $8,654−2.8%

0.85%Expense ratio$85 · $47 a year on $10k · lower is better0.47%

1.09%Trailing 12-mo yield$109 · $68 a year on $10k0.68%

−10.6%Worst dropSmaller is better−10.6%

19.3%VolatilityLower is calmer30.6%

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

2–4IDNA wins

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

More Ways to See the Pairs

MEDX vs IDNA: Top 5 Holdings

Today

MEDX

48.2%in top 5

IDNA

in top 533.8%

MEDXStockIDNA

20.7%LLYnot top 5

not top 5MRNA14.6%

9.9%ABBVnot top 5

6.9%NVSnot top 5

not top 5GMAB.CO5.8%

5.8%JNJnot top 5

not top 5TWST5.5%

4.9%AMGNnot top 5

not top 5REGN3.9%

not top 5BAYN.DE3.9%

Held in common8.1%

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

MEDX vs IDNA Returns, Every Period

Horizon KineticsMEDX

+22.5%

past year

IDNAiShares

+70.0%

past year

MEDXIDNAFaded: behind in that period

0–3IDNA wins

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

MEDX vs IDNA

YTD

Horizon KineticsMEDX

+13.1%

IDNAiShares

+58.8%

+13.1%Year to date+58.8%

−10.6%Worst drop · 1Y−10.6%

19.3%Volatility · 1Y30.6%

1.1%Yield0.7%

$18.1MAssets$354M

2–1MEDX wins

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

Cost, Income and Risk

Fees: MEDX, IDNA

Today

0.47%lowest, IDNA

FundExpense ratioFee$10k

IDNA0.47%$47

MEDX0.85%$85

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

Yields: MEDX, IDNA

1.09%highest, MEDX

FundTrailing yieldYield$10k

MEDX1.09%$109

IDNA0.68%$68

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

Income After Fees on $10,000

$24most kept, MEDX

MEDX$109 − $85 = $24

IDNA$68 − $47 = $21

KeptFee

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

Overlap: MEDX, IDNA

Today

8.1%most shared, MEDX and IDNA

MEDXIDNA

MEDX—8.1%

IDNA8.1%—

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

Return vs Bumpiness: 2 ETFs

+70.0%IDNA, at 30.6% volatility

MEDXWorst drop−10.6%19.3% vol

IDNAWorst drop−10.6%30.6% vol

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

Paid More vs Made More

YTD

MEDXIDNA

+13.1%Year to date+58.8%

1.1%Yield0.7%

+22.5%Past year+70.0%

0.85%Fee0.47%

3–1IDNA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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