Compare · 2 funds side by side · dividends reinvested

MEDX and IXJ

MEDXHorizon Kinetics×IXJiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,393IXJ · best of the two

02 / 04

MEDX and IXJ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Healthcare ETFSectors · Health care0.38%1.25%+19.7%+28.6%+15.2%+7.6%−10.8%16.1%$4.6B1.3

Horizon Kinetics Medical ETFSectors · Health care0.85%1.06%+16.1%+25.3%+15.4%[…]−10.6%19.1%$18M1.7

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: MEDX 2023 · IXJ 2001

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Kinetics Medical ETF · $18M[…]

MEDX

IXJ

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

$10,000 five years ago, dividends reinvested · they hold 34.8% in common

MEDXMeasureIXJ

+16.1%Year to dateJan 1 → Nov 4+19.7%

+25.3%1 yearTotal return+28.6%

+15.4%3 years · per year$10,000 became $15,371 · $15,304+15.2%

[…]5 years · per year$10,000 became […] · $14,393+7.6%

0.85%Expense ratio$85 · $38 a year on $10k · lower is better0.38%

1.06%Trailing 12-mo yield$106 · $125 a year on $10k1.25%

−10.6%Worst dropSmaller is better−10.8%

19.1%VolatilityLower is calmer16.1%

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

2–5IXJ wins

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

More Ways to See the Pairs

MEDX vs IXJ: Top 5 Holdings

Today

MEDX

48.1%in top 5

IXJ

in top 531.6%

MEDXStockIXJ

21.0%LLY11.6%

9.8%ABBV5.2%

6.8%NVSnot top 5

5.7%JNJ6.6%

4.8%AMGNnot top 5

not top 5UNH4.1%

not top 5MRK4.0%

Held in common34.8%

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

MEDX vs IXJ Returns, Every Period

Horizon KineticsMEDX

+25.3%

past year

IXJiShares

+28.6%

past year

MEDXIXJFaded: behind in that period

1–2IXJ wins

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

MEDX vs IXJ

YTD

Horizon KineticsMEDX

+16.1%

IXJiShares

+19.7%

+16.1%Year to date+19.7%

−10.6%Worst drop · 1Y−10.8%

19.1%Volatility · 1Y16.1%

1.1%Yield1.2%

$17.8MAssets$4.6B

3–1IXJ wins

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

Cost, Income and Risk

Fees: MEDX, IXJ

Today

0.38%lowest, IXJ

FundExpense ratioFee$10k

IXJ0.38%$38

MEDX0.85%$85

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

Yields: MEDX, IXJ

1.25%highest, IXJ

FundTrailing yieldYield$10k

IXJ1.25%$125

MEDX1.06%$106

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

Income After Fees on $10,000

$87most kept, IXJ

IXJ$125 − $38 = $87

MEDX$106 − $85 = $21

KeptFee

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

Overlap: MEDX, IXJ

Today

34.8%most shared, MEDX and IXJ

MEDXIXJ

MEDX—34.8%

IXJ34.8%—

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

Return vs Bumpiness: 2 ETFs

+28.6%IXJ, at 16.1% volatility

IXJWorst drop−10.8%16.1% vol

MEDXWorst drop−10.6%19.1% vol

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

Paid More vs Made More

YTD

IXJMEDX

+19.7%Year to date+16.1%

1.2%Yield1.1%

+28.6%Past year+25.3%

0.38%Fee0.85%

4–0IXJ 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