Compare · 2 funds side by side · dividends reinvested

MEDX and XBI

MEDXHorizon Kinetics×XBISPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,100XBI · best of the two

02 / 04

MEDX and XBI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Biotech ETFSectors · Health care0.35%0.34%+30.6%+45.4%+34.9%+5.5%−14.9%29.1%$10.6B1.4

Horizon Kinetics Medical ETFSectors · Health care0.85%1.06%+16.1%+25.3%+15.4%[…]−10.6%19.1%$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 4, 2026 · returns include dividends · since: MEDX 2023 · XBI 2006

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Kinetics Medical ETF · $18M[…]

MEDX

XBI

State Street SPDR S&P Biotech ETF · $10.6B$13,100

$10,000 five years ago, dividends reinvested · they hold 13.8% in common

MEDXMeasureXBI

+16.1%Year to dateJan 1 → Nov 4+30.6%

+25.3%1 yearTotal return+45.4%

+15.4%3 years · per year$10,000 became $15,371 · $24,560+34.9%

[…]5 years · per year$10,000 became […] · $13,100+5.5%

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

1.06%Trailing 12-mo yield$106 · $34 a year on $10k0.34%

−10.6%Worst dropSmaller is better−14.9%

19.1%VolatilityLower is calmer29.1%

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

3–4XBI 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 XBI: Top 5 Holdings

Today

MEDX

48.1%in top 5

XBI

in top 59.5%

MEDXStockXBI

21.0%LLYnot top 5

9.8%ABBVnot top 5

6.8%NVSnot top 5

5.7%JNJnot top 5

4.8%AMGNnot top 5

not top 5MRNA2.5%

not top 5EXEL1.8%

not top 5REGN1.8%

not top 5HALO1.8%

not top 5UTHR1.7%

Held in common13.8%

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

MEDX vs XBI Returns, Every Period

Horizon KineticsMEDX

+25.3%

past year

XBISPDR

+45.4%

past year

MEDXXBIFaded: behind in that period

0–3XBI wins

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

MEDX vs XBI

YTD

Horizon KineticsMEDX

+16.1%

XBISPDR

+30.6%

+16.1%Year to date+30.6%

−10.6%Worst drop · 1Y−14.9%

19.1%Volatility · 1Y29.1%

1.1%Yield0.3%

$18.1MAssets$10.6B

3–1MEDX wins

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

Cost, Income and Risk

Fees: MEDX, XBI

Today

0.35%lowest, XBI

FundExpense ratioFee$10k

XBI0.35%$35

MEDX0.85%$85

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

Yields: MEDX, XBI

1.06%highest, MEDX

FundTrailing yieldYield$10k

MEDX1.06%$106

XBI0.34%$34

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

Income After Fees on $10,000

$21most kept, MEDX

MEDX$106 − $85 = $21

XBI$34 − $35 = −$1

KeptFee

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

Overlap: MEDX, XBI

Today

13.8%most shared, MEDX and XBI

MEDXXBI

MEDX—13.8%

XBI13.8%—

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

Return vs Bumpiness: 2 ETFs

+45.4%XBI, at 29.1% volatility

MEDXWorst drop−10.6%19.1% vol

XBIWorst drop−14.9%29.1% vol

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

Paid More vs Made More

YTD

MEDXXBI

+16.1%Year to date+30.6%

1.1%Yield0.3%

+25.3%Past year+45.4%

0.85%Fee0.35%

3–1XBI 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026