Compare · 3 funds side by side · dividends reinvested

VHT, MDEV and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,404XLE · best of the three

02 / 04

VHT, MDEV and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.4

Vanguard Health Care ETFSectors · Health care0.09%1.35%+19.7%+28.0%+16.5%+7.4%−10.4%16.3%$19.1B1.8

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+9.6%+12.2%+9.7%−1.9%−18.2%17.4%$3M2.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: VHT 2004 · MDEV 2021 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Indxx Medical Devices ETF · $3M$9,086

MDEV

VHT

Vanguard Health Care ETF · $19.1B$14,317

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

MDEVMeasureVHT

+9.6%Year to dateJan 1 → Nov 5+19.7%

+12.2%1 yearTotal return+28.0%

+9.7%3 years · per year$10,000 became $13,194 · $15,815+16.5%

−1.9%5 years · per year$10,000 became $9,086 · $14,317+7.4%

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 5, 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%ZBHnot top 5

2.2%LIVNnot top 5

2.2%STMN.SWnot top 5

Held in common18.5%

End-of-day Nov 5, 2026 · share of each fund

MDEV vs VHT Returns, Every Period

First TrustMDEV

−1.9%

5 years, per year

VHTVanguard

+7.4%

5 years, per year

MDEVVHTFaded: behind in that period

0–4VHT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

MDEV vs XLE

YTD

First TrustMDEV

+9.6%

XLESPDR

+40.6%

+9.6%Year to date+40.6%

−18.2%Worst drop · 1Y−15.0%

17.4%Volatility · 1Y23.3%

0.1%Yield2.5%

$3.3MAssets$44.1B

3–1XLE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VHT, MDEV, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VHT0.09%$9

MDEV0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VHT, MDEV, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

VHT1.35%$135

MDEV0.10%$10

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

VHT$135 − $9 = $126

MDEV$10 − $70 = −$60

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VHT, MDEV, XLE

Today

18.5%most shared, VHT and MDEV

VHTMDEVXLE

VHT—18.5%0.0%

MDEV18.5%—0.0%

XLE0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

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 5, 2026 · up and left is better

Paid More vs Made More

YTD

XLEVHT

+40.6%Year to date+19.7%

2.5%Yield1.4%

+45.4%Past year+28.0%

0.08%Fee0.09%

4–0XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026