Compare · 2 funds side by side · dividends reinvested

MEDX and XLV

MEDXHorizon Kinetics×XLVSPDR×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,068XLV · best of the two

02 / 04

MEDX and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.39%+20.4%+29.7%+16.2%+8.5%−10.5%16.4%$49.1B1.0

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 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Kinetics Medical ETF · $18M[…]

MEDX

XLV

State Street Health Care Select Sector SPDR ETF · $49.1B$15,068

$10,000 five years ago, dividends reinvested · they hold 44.9% in common

MEDXMeasureXLV

+13.9%Year to dateJan 1 → Nov 3+20.4%

+22.6%1 yearTotal return+29.7%

+15.2%3 years · per year$10,000 became $15,291 · $15,709+16.2%

[…]5 years · per year$10,000 became […] · $15,068+8.5%

0.85%Expense ratio$85 · $8 a year on $10k · lower is better0.08%

1.08%Trailing 12-mo yield$108 · $139 a year on $10k1.39%

−10.6%Worst dropSmaller is better−10.5%

19.1%VolatilityLower is calmer16.4%

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

0–7XLV 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 XLV: Top 5 Holdings

Today

MEDX

48.2%in top 5

XLV

in top 545.0%

MEDXStockXLV

21.0%LLY16.5%

5.8%JNJ9.9%

9.8%ABBV7.7%

6.9%NVSnot top 5

not top 5UNH5.5%

not top 5MRK5.4%

4.9%AMGNnot top 5

Held in common44.9%

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

MEDX vs XLV Returns, Every Period

Horizon KineticsMEDX

+22.6%

past year

XLVSPDR

+29.7%

past year

MEDXXLVFaded: behind in that period

0–3XLV wins

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

MEDX vs XLV

YTD

Horizon KineticsMEDX

+13.9%

XLVSPDR

+20.4%

+13.9%Year to date+20.4%

−10.6%Worst drop · 1Y−10.5%

19.1%Volatility · 1Y16.4%

1.1%Yield1.4%

$17.8MAssets$49.1B

4–0XLV wins

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

Cost, Income and Risk

Fees: MEDX, XLV

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

MEDX0.85%$85

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

Yields: MEDX, XLV

1.39%highest, XLV

FundTrailing yieldYield$10k

XLV1.39%$139

MEDX1.08%$108

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

Income After Fees on $10,000

$131most kept, XLV

XLV$139 − $8 = $131

MEDX$108 − $85 = $23

KeptFee

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

Overlap: MEDX, XLV

Today

44.9%most shared, MEDX and XLV

MEDXXLV

MEDX—44.9%

XLV44.9%—

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

Return vs Bumpiness: 2 ETFs

+29.7%XLV, at 16.4% volatility

XLVWorst drop−10.5%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

XLVMEDX

+20.4%Year to date+13.9%

1.4%Yield1.1%

+29.7%Past year+22.6%

0.08%Fee0.85%

4–0XLV 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