Compare · 2 funds side by side · dividends reinvested

XBI and IYH

XBISPDR×IYHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,381IYH · best of the two

02 / 04

XBI and IYH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Biotech ETFSectors · Health care0.35%0.37%+21.8%+37.9%+31.1%+3.4%−14.9%29.9%$10.6B1.5

iShares U.S. Healthcare ETFSectors · Health care0.37%1.03%+20.3%+28.8%+15.7%+7.5%−10.6%16.9%$4.9B1.5

Rank among the two1st → 2ndFee, 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: XBI 2006 · IYH 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Biotech ETF · $10.6B$11,836

XBI

IYH

iShares U.S. Healthcare ETF · $4.9B$14,381

$10,000 five years ago, dividends reinvested · they hold 14.1% in common

XBIMeasureIYH

+21.8%Year to dateJan 1 → Nov 5+20.3%

+37.9%1 yearTotal return+28.8%

+31.1%3 years · per year$10,000 became $22,550 · $15,470+15.7%

+3.4%5 years · per year$10,000 became $11,836 · $14,381+7.5%

0.35%Expense ratio$35 · $37 a year on $10k · lower is better0.37%

0.37%Trailing 12-mo yield$37 · $103 a year on $10k1.03%

−14.9%Worst dropSmaller is better−10.6%

29.9%VolatilityLower is calmer16.9%

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

4–4Level

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

More Ways to See the Pairs

XBI vs IYH: Top 5 Holdings

Today

XBI

9.7%in top 5

IYH

in top 543.3%

XBIStockIYH

not top 5LLY16.0%

not top 5JNJ9.4%

not top 5ABBV7.4%

not top 5MRK5.3%

not top 5UNH5.2%

2.7%MRNAnot top 5

1.8%EXELnot top 5

1.7%AMGNnot top 5

1.7%HALOnot top 5

1.7%BIIBnot top 5

Held in common14.1%

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

XBI vs IYH Returns, Every Period

SPDRXBI

+3.4%

5 years, per year

IYHiShares

+7.5%

5 years, per year

XBIIYHFaded: behind in that period

3–1XBI wins

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

XBI vs IYH

YTD

SPDRXBI

+21.8%

IYHiShares

+20.3%

+21.8%Year to date+20.3%

−14.9%Worst drop · 1Y−10.6%

29.9%Volatility · 1Y16.9%

0.4%Yield1.0%

$10.6BAssets$4.9B

3–1IYH wins

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

Cost, Income and Risk

Fees: XBI, IYH

Today

0.35%lowest, XBI

FundExpense ratioFee$10k

XBI0.35%$35

IYH0.37%$37

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

Yields: XBI, IYH

1.03%highest, IYH

FundTrailing yieldYield$10k

IYH1.03%$103

XBI0.37%$37

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

Income After Fees on $10,000

$66most kept, IYH

IYH$103 − $37 = $66

XBI$37 − $35 = $2

KeptFee

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

Overlap: XBI, IYH

Today

14.1%most shared, XBI and IYH

XBIIYH

XBI—14.1%

IYH14.1%—

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

Return vs Bumpiness: 2 ETFs

+37.9%XBI, at 29.9% volatility

IYHWorst drop−10.6%16.9% vol

XBIWorst drop−14.9%29.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IYHXBI

+20.3%Year to date+21.8%

1.0%Yield0.4%

+28.8%Past year+37.9%

0.37%Fee0.35%

3–1XBI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026