Compare · 2 funds side by side · dividends reinvested

MEDX and VHT

MEDXHorizon Kinetics×VHTVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,313VHT · best of the two

02 / 04

MEDX and VHT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Health Care ETFSectors · Health care0.09%1.35%+19.6%+28.1%+16.9%+7.4%−10.4%15.8%$19.1B1.0

Horizon Kinetics Medical ETFSectors · Health care0.85%1.08%+13.9%+22.6%+15.2%[…]−10.6%19.1%$18M2.0

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 · VHT 2004

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Kinetics Medical ETF · $18M[…]

MEDX

VHT

Vanguard Health Care ETF · $19.1B$14,313

$10,000 five years ago, dividends reinvested · they hold 39.7% in common

MEDXMeasureVHT

+13.9%Year to dateJan 1 → Nov 3+19.6%

+22.6%1 yearTotal return+28.1%

+15.2%3 years · per year$10,000 became $15,291 · $15,988+16.9%

[…]5 years · per year$10,000 became […] · $14,313+7.4%

0.85%Expense ratio$85 · $9 a year on $10k · lower is better0.09%

1.08%Trailing 12-mo yield$108 · $135 a year on $10k1.35%

−10.6%Worst dropSmaller is better−10.4%

19.1%VolatilityLower is calmer15.8%

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

0–7VHT 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 VHT: Top 5 Holdings

Today

MEDX

48.2%in top 5

VHT

in top 537.8%

MEDXStockVHT

21.0%LLY12.9%

9.8%ABBV6.5%

5.8%JNJ8.8%

6.9%NVSnot top 5

not top 5MRK5.0%

4.9%AMGNnot top 5

not top 5UNH4.7%

Held in common39.7%

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

MEDX vs VHT Returns, Every Period

Horizon KineticsMEDX

+22.6%

past year

VHTVanguard

+28.1%

past year

MEDXVHTFaded: behind in that period

0–3VHT wins

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

MEDX vs VHT

YTD

Horizon KineticsMEDX

+13.9%

VHTVanguard

+19.6%

+13.9%Year to date+19.6%

−10.6%Worst drop · 1Y−10.4%

19.1%Volatility · 1Y15.8%

1.1%Yield1.4%

$17.8MAssets$19.1B

4–0VHT wins

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

Cost, Income and Risk

Fees: MEDX, VHT

Today

0.09%lowest, VHT

FundExpense ratioFee$10k

VHT0.09%$9

MEDX0.85%$85

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

Yields: MEDX, VHT

1.35%highest, VHT

FundTrailing yieldYield$10k

VHT1.35%$135

MEDX1.08%$108

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

Income After Fees on $10,000

$126most kept, VHT

VHT$135 − $9 = $126

MEDX$108 − $85 = $23

KeptFee

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

Overlap: MEDX, VHT

Today

39.7%most shared, MEDX and VHT

MEDXVHT

MEDX—39.7%

VHT39.7%—

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

Return vs Bumpiness: 2 ETFs

+28.1%VHT, at 15.8% volatility

VHTWorst drop−10.4%15.8% 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

VHTMEDX

+19.6%Year to date+13.9%

1.4%Yield1.1%

+28.1%Past year+22.6%

0.09%Fee0.85%

4–0VHT 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