Compare · 2 funds side by side · dividends reinvested

MEDX and IYH

MEDXHorizon Kinetics×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

MEDX 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%$4.7B1.3

Horizon Kinetics Medical ETFSectors · Health care0.85%1.08%+13.9%+22.6%+15.2%[…]−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 3, 2026 · returns include dividends · since: MEDX 2023 · IYH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Kinetics Medical ETF · $18M[…]

MEDX

IYH

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

$10,000 five years ago, dividends reinvested · they hold 45.1% in common

MEDXMeasureIYH

+13.9%Year to dateJan 1 → Nov 3+19.8%

+22.6%1 yearTotal return+28.6%

+15.2%3 years · per year$10,000 became $15,291 · $15,575+15.9%

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

0.85%Expense ratio$85 · $37 a year on $10k · lower is better0.37%

1.08%Trailing 12-mo yield$108 · $103 a year on $10k1.03%

−10.6%Worst dropSmaller is better−10.6%

19.1%VolatilityLower is calmer16.4%

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

1–5IYH wins

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

More Ways to See the Pairs

MEDX vs IYH: Top 5 Holdings

Today

MEDX

48.2%in top 5

IYH

in top 544.2%

MEDXStockIYH

21.0%LLY16.4%

9.8%ABBV7.6%

5.8%JNJ9.5%

6.9%NVSnot top 5

not top 5MRK5.4%

not top 5UNH5.3%

4.9%AMGNnot top 5

Held in common45.1%

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

MEDX vs IYH Returns, Every Period

Horizon KineticsMEDX

+22.6%

past year

IYHiShares

+28.6%

past year

MEDXIYHFaded: behind in that period

0–3IYH wins

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

MEDX vs IYH

YTD

Horizon KineticsMEDX

+13.9%

IYHiShares

+19.8%

+13.9%Year to date+19.8%

−10.6%Worst drop · 1Y−10.6%

19.1%Volatility · 1Y16.4%

1.1%Yield1.0%

$17.8MAssets$4.7B

2–1IYH wins

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

Cost, Income and Risk

Fees: MEDX, IYH

Today

0.37%lowest, IYH

FundExpense ratioFee$10k

IYH0.37%$37

MEDX0.85%$85

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

Yields: MEDX, IYH

1.08%highest, MEDX

FundTrailing yieldYield$10k

MEDX1.08%$108

IYH1.03%$103

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

Income After Fees on $10,000

$66most kept, IYH

IYH$103 − $37 = $66

MEDX$108 − $85 = $23

KeptFee

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

Overlap: MEDX, IYH

Today

45.1%most shared, MEDX and IYH

MEDXIYH

MEDX—45.1%

IYH45.1%—

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

MEDXWorst drop−10.6%19.1% vol

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

Paid More vs Made More

YTD

MEDXIYH

+13.9%Year to date+19.8%

1.1%Yield1.0%

+22.6%Past year+28.6%

0.85%Fee0.37%

3–1IYH 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