Compare · 4 funds side by side · dividends reinvested

VHT, MDEV, XLE and XLF

VHTVanguard×MDEVFirst Trust×XLESPDR×XLFSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,568XLE · best of the four

02 / 04

VHT, MDEV, XLE and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.8

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.1

Vanguard Health Care ETFSectors · Health care0.09%1.35%+19.8%+27.4%+16.4%+7.3%−10.4%16.3%$19.1B2.4

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+7.9%+11.0%+9.0%−2.4%−18.2%17.4%$4M3.6

Rank among the four1st → 4thFee, 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: VHT 2004 · MDEV 2021 · XLE 1998 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Indxx Medical Devices ETF · $4M$8,839

MDEV

VHT

Vanguard Health Care ETF · $19.1B$14,205

$10,000 five years ago, dividends reinvested · they hold 18.5% in common

MDEVMeasureVHT

+7.9%Year to dateJan 1 → Nov 6+19.8%

+11.0%1 yearTotal return+27.4%

+9.0%3 years · per year$10,000 became $12,957 · $15,781+16.4%

−2.4%5 years · per year$10,000 became $8,839 · $14,205+7.3%

0.70%Expense ratio$70 · $9 a year on $10k · lower is better0.09%

0.10%Trailing 12-mo yield$10 · $135 a year on $10k1.35%

−18.2%Worst dropSmaller is better−10.4%

17.4%VolatilityLower is calmer16.3%

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

0–8VHT wins

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

More Ways to See the Pairs

MDEV vs VHT: Top 5 Holdings

Today

MDEV

11.4%in top 5

VHT

in top 537.8%

MDEVStockVHT

not top 5LLY12.9%

not top 5JNJ8.8%

not top 5ABBV6.5%

not top 5MRK5.0%

not top 5UNH4.7%

2.4%GEHCnot top 5

2.3%PHIA.ASnot top 5

2.3%TFXnot top 5

2.2%SYKnot top 5

2.2%ZBHnot top 5

Held in common18.5%

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

MDEV vs VHT Returns, Every Period

First TrustMDEV

−2.4%

5 years, per year

VHTVanguard

+7.3%

5 years, per year

MDEVVHTFaded: behind in that period

0–4VHT wins

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

MDEV vs XLE

YTD

First TrustMDEV

+7.9%

XLESPDR

+40.6%

+7.9%Year to date+40.6%

−18.2%Worst drop · 1Y−15.0%

17.4%Volatility · 1Y23.3%

0.1%Yield2.5%

$3.5MAssets$42.0B

3–1XLE wins

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

Cost, Income and Risk

Fees: VHT, MDEV, XLE, XLF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLF0.08%$8

VHT0.09%$9

MDEV0.70%$70

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

Yields: VHT, MDEV, XLE, XLF

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

XLF1.44%$144

VHT1.35%$135

MDEV0.10%$10

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

XLF$144 − $8 = $136

VHT$135 − $9 = $126

MDEV$10 − $70 = −$60

KeptFee

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

Overlap: VHT, MDEV, XLE, XLF

Today

18.5%most shared, VHT and MDEV

VHTMDEVXLEXLF

VHT—18.5%0.0%0.0%

MDEV18.5%—0.0%0.0%

XLE0.0%0.0%—0.0%

XLF0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

XLFWorst drop−14.8%15.3% vol

VHTWorst drop−10.4%16.3% vol

MDEVWorst drop−18.2%17.4% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

XLEVHT

+40.6%Year to date+19.8%

2.5%Yield1.4%

+45.0%Past year+27.4%

0.08%Fee0.09%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

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