Compare · 2 funds side by side · dividends reinvested

XBI and VHT

XBISPDR×VHTVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,313VHT · best of the two

02 / 04

XBI and VHT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Health Care ETFSectors · Health care0.09%1.35%+19.6%+28.1%+16.9%+7.4%−10.4%15.8%$19.1B1.4

State Street SPDR S&P Biotech ETFSectors · Health care0.35%0.35%+27.2%+38.1%+34.5%+4.7%−14.9%29.1%$10.5B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: XBI 2006 · VHT 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Biotech ETF · $10.5B$12,576

XBI

VHT

Vanguard Health Care ETF · $19.1B$14,313

$10,000 five years ago, dividends reinvested · they hold 16.3% in common

XBIMeasureVHT

+27.2%Year to dateJan 1 → Nov 3+19.6%

+38.1%1 yearTotal return+28.1%

+34.5%3 years · per year$10,000 became $24,320 · $15,988+16.9%

+4.7%5 years · per year$10,000 became $12,576 · $14,313+7.4%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

0.35%Trailing 12-mo yield$35 · $135 a year on $10k1.35%

−14.9%Worst dropSmaller is better−10.4%

29.1%VolatilityLower is calmer15.8%

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

3–5VHT wins

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

More Ways to See the Pairs

XBI vs VHT: Top 5 Holdings

Today

XBI

9.7%in top 5

VHT

in top 537.8%

XBIStockVHT

not top 5LLY12.9%

not top 5JNJ8.8%

not top 5ABBV6.5%

not top 5MRK5.0%

not top 5UNH4.7%

2.4%MRNAnot top 5

2.0%TWSTnot top 5

1.9%NTRAnot top 5

1.8%HALOnot top 5

1.7%BIIBnot top 5

Held in common16.3%

End-of-day Nov 3, 2026 · share of each fund

XBI vs VHT Returns, Every Period

SPDRXBI

+4.7%

5 years, per year

VHTVanguard

+7.4%

5 years, per year

XBIVHTFaded: behind in that period

3–1XBI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

XBI vs VHT

YTD

SPDRXBI

+27.2%

VHTVanguard

+19.6%

+27.2%Year to date+19.6%

−14.9%Worst drop · 1Y−10.4%

29.1%Volatility · 1Y15.8%

0.4%Yield1.4%

$10.5BAssets$19.1B

3–1VHT wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XBI, VHT

Today

0.09%lowest, VHT

FundExpense ratioFee$10k

VHT0.09%$9

XBI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XBI, VHT

1.35%highest, VHT

FundTrailing yieldYield$10k

VHT1.35%$135

XBI0.35%$35

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$126most kept, VHT

VHT$135 − $9 = $126

XBI$35 − $35 = $0

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XBI, VHT

Today

16.3%most shared, XBI and VHT

XBIVHT

XBI—16.3%

VHT16.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.1%XBI, at 29.1% volatility

VHTWorst drop−10.4%15.8% vol

XBIWorst drop−14.9%29.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VHTXBI

+19.6%Year to date+27.2%

1.4%Yield0.4%

+28.1%Past year+38.1%

0.09%Fee0.35%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026