Compare · 3 funds side by side · dividends reinvested

PSCH, IXJ and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,474XLF · best of the three

02 / 04

PSCH, IXJ and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B1.6

iShares Global Healthcare ETFSectors · Health care0.38%1.28%+17.0%+25.1%+14.0%+6.7%−10.8%16.3%$4.6B2.1

Invesco S&P SmallCap Health Care ETFSectors · Health care0.29%0.00%+26.5%+30.5%+16.2%−1.7%−15.4%20.4%$187M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PSCH 2010 · IXJ 2001 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Health Care ETF · $187M$9,191

PSCH

IXJ

iShares Global Healthcare ETF · $4.6B$13,862

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PSCHMeasureIXJ

+26.5%Year to dateJan 1 → Nov 6+17.0%

+30.5%1 yearTotal return+25.1%

+16.2%3 years · per year$10,000 became $15,673 · $14,818+14.0%

−1.7%5 years · per year$10,000 became $9,191 · $13,862+6.7%

0.29%Expense ratio$29 · $38 a year on $10k · lower is better0.38%

0.00%Trailing 12-mo yield$0 · $128 a year on $10k1.28%

−15.4%Worst dropSmaller is better−10.8%

20.4%VolatilityLower is calmer16.3%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSCH vs IXJ: Top 5 Holdings

Today

PSCH

20.1%in top 5

IXJ

in top 531.0%

PSCHStockIXJ

not top 5LLY11.1%

not top 5JNJ6.7%

not top 5ABBV5.2%

4.8%PTGXnot top 5

4.5%TGTXnot top 5

4.1%ALKSnot top 5

not top 5MRK4.1%

not top 5UNH4.0%

3.5%TFXnot top 5

3.2%LGNDnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

PSCH vs IXJ Returns, Every Period

InvescoPSCH

−1.7%

5 years, per year

IXJiShares

+6.7%

5 years, per year

PSCHIXJFaded: behind in that period

3–1PSCH wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

PSCH vs XLF

YTD

InvescoPSCH

+26.5%

XLFSPDR

+5.7%

+26.5%Year to date+5.7%

−15.4%Worst drop · 1Y−14.8%

20.4%Volatility · 1Y15.3%

0.0%Yield1.4%

$187MAssets$55.5B

3–1XLF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSCH, IXJ, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

PSCH0.29%$29

IXJ0.38%$38

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PSCH, IXJ, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

IXJ1.28%$128

PSCH0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

IXJ$128 − $38 = $90

PSCH$0 − $29 = −$29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PSCH, IXJ, XLF

Today

0.0%most shared, PSCH and IXJ

PSCHIXJXLF

PSCH—0.0%0.0%

IXJ0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+30.5%PSCH, at 20.4% volatility

XLFWorst drop−14.8%15.3% vol

IXJWorst drop−10.8%16.3% vol

PSCHWorst drop−15.4%20.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLFPSCH

+5.7%Year to date+26.5%

1.4%Yield0.0%

+10.4%Past year+30.5%

0.08%Fee0.29%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026