Compare · 3 funds side by side · dividends reinvested

USRT, XLV and VGT

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,923VGT · best of the three

Story of the three · IncomeMost incomeUSRT · 2.67% · $267 a year on $10k

Story of the three · RiskSmallest drop

USRT, XLV and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.36%+22.8%+26.7%+15.4%+8.7%−10.5%16.8%$50.4B1.5

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.67%+17.1%+14.8%+15.3%+3.7%−12.4%13.9%$4.3B2.1

Vanguard Information Technology ETFSectors · Technology0.09%0.42%+20.4%+17.5%+28.3%+15.9%−17.5%26.7%$155B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: USRT 2007 · XLV 1998 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core U.S. REIT ETF · $4.3B$11,978

USRT

XLV

State Street Health Care Select Sector SPDR ETF · $50.4B$15,163

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

USRTMeasure

More Ways to See the Pairs

USRT vs XLV: Top 5 Holdings

Today

USRT

31.8%in top 5

XLV

in top 544.9%

USRTStockXLV

not top 5LLY16.8%

not top 5JNJ9.9%

9.3%WELLnot top 5

not top 5ABBV7.6%

7.0%PLDnot top 5

Cost, Income and Risk

Fees: USRT, XLV, VGT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLV0.08%$8

VGT0.09%$9

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: USRT, XLV, VGT

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+21.1%

VGTVanguard

+20.4%

+21.1%Year to date+20.4%

0.08% · $8Fee · on $10k a year0.09% · $9

$113BAssets$155B

2–0XLK wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

XLV

+17.1%Year to dateJan 1 → Nov 12+22.8%

+14.8%1 yearTotal return+26.7%

+15.3%3 years · per year$10,000 became $15,313 · $15,385+15.4%

+3.7%5 years · per year$10,000 became $11,978 · $15,163+8.7%

0.08%Expense ratio$8 · $8 a year on $10k · lower is better0.08%

2.67%Trailing 12-mo yield$267 · $136 a year on $10k1.36%

−12.4%Worst dropSmaller is better−10.5%

13.9%VolatilityLower is calmer16.8%

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

2–5XLV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.4%EQIXnot top 5

not top 5MRK5.3%

not top 5UNH5.3%

4.6%SPGnot top 5

4.4%DLRnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

USRT vs XLV Returns, Every Period

5Y

iSharesUSRT

+3.7%

5 years, per year

XLVSPDR

+8.7%

5 years, per year

USRTXLVFaded: behind in that period

0–4XLV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

USRT vs XLV

YTD

iSharesUSRT

+17.1%

XLVSPDR

+22.8%

+17.1%Year to date+22.8%

−12.4%Worst drop · 1Y−10.5%

13.9%Volatility · 1Y16.8%

2.7%Yield1.4%

$4.3BAssets$50.4B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.67%highest, USRT

FundTrailing yieldYield$10k

USRT2.67%$267

XLV1.36%$136

VGT0.42%$42

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

Income After Fees on $10,000

1Y

$259most kept, USRT

USRT$267 − $8 = $259

XLV$136 − $8 = $128

VGT$42 − $9 = $33

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: USRT, XLV, VGT

Today

0.0%most shared, USRT and XLV

USRTXLVVGT

USRT—0.0%0.0%

XLV0.0%—0.0%

VGT0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+26.7%XLV, at 16.8% volatility

USRTWorst drop−12.4%13.9% vol

XLVWorst drop−10.5%16.8% vol

VGTWorst drop−17.5%26.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

USRTXLV

+17.1%Year to date+22.8%

2.7%Yield1.4%

+14.8%Past year+26.7%

0.08%Fee0.08%

2–1XLV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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USRT, XLV and VGT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three