Compare · 3 funds side by side · dividends reinvested

MHIP, XLV and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,887XLE · best of the three

02 / 04

MHIP, XLV and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.28%+52.1%+55.6%+20.1%+21.9%−15.0%22.6%$44.6B1.3

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%$49.1B1.6

Milliman Healthcare Inflation Plus ETFSectors · Health care0.55%0.00%[…][…][…][…][…][…]$2M3.0

Rank among the three1st → 3rdFee, 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: MHIP 2026 · XLV 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Milliman Healthcare Inflation Plus ETF · $2M[…]

MHIP

XLV

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

$10,000 five years ago, dividends reinvested · they hold 57.9% in common

MHIPMeasureXLV

[…]Year to dateJan 1 → Nov 3+20.4%

[…]1 yearTotal return+29.7%

[…]3 years · per year$10,000 became […] · $15,709+16.2%

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

0.55%Expense ratio$55 · $8 a year on $10k · lower is better0.08%

0.00%Trailing 12-mo yield$0 · $139 a year on $10k1.39%

[…]Worst dropSmaller is better−10.5%

[…]VolatilityLower is calmer16.4%

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

0–2XLV wins

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

More Ways to See the Pairs

MHIP vs XLV: Top 5 Holdings

Today

MHIP

37.5%in top 5

XLV

in top 545.0%

MHIPStockXLV

12.9%LLY16.5%

11.6%SPYMnot top 5

5.0%JNJ9.9%

4.6%ABBV7.7%

not top 5UNH5.5%

not top 5MRK5.4%

3.4%XFIVnot top 5

Held in common57.9%

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

MHIP vs XLV Returns, Every Period

MillimanMHIP

[…]

past year

XLVSPDR

+29.7%

past year

Returns […]

MHIPXLVFaded: behind in that period

0–0Level

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

MHIP vs XLE

YTD

MillimanMHIP

[…]

XLESPDR

+52.1%

[…]Year to date+52.1%

[…]Worst drop · 1Y−15.0%

[…]Volatility · 1Y22.6%

0.0%Yield2.3%

$1.6MAssets$44.6B

1–0XLE wins

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

Cost, Income and Risk

Fees: MHIP, XLV, XLE

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

XLE0.08%$8

MHIP0.55%$55

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

Yields: MHIP, XLV, XLE

2.28%highest, XLE

FundTrailing yieldYield$10k

XLE2.28%$228

XLV1.39%$139

MHIP0.00%$0

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

Income After Fees on $10,000

$220most kept, XLE

XLE$228 − $8 = $220

XLV$139 − $8 = $131

MHIP$0 − $55 = −$55

KeptFee

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

Overlap: MHIP, XLV, XLE

Today

57.9%most shared, MHIP and XLV

MHIPXLVXLE

MHIP—57.9%0.0%

XLV57.9%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+55.6%XLE, at 22.6% volatility

XLVWorst drop−10.5%16.4% vol

XLEWorst drop−15.0%22.6% vol

MHIPWorst drop[…][…]

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

Paid More vs Made More

YTD

XLEXLV

+52.1%Year to date+20.4%

2.3%Yield1.4%

+55.6%Past year+29.7%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

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