Compare · 3 funds side by side · dividends reinvested

XLV, IWF and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · best of the three

Story of the three · IncomeMost incomeXLV · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

XLV, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.5%+31.4%+15.9%+8.8%−10.5%16.9%$49.7B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: XLV 1998 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Health Care Select Sector SPDR ETF · $49.7B$15,232

XLV

IWF

iShares Russell 1000 Growth ETF · $118B$15,699

$10,000 five years ago, dividends reinvested · they hold 5.9% in common

XLVMeasure

More Ways to See the Pairs

XLV vs IWF: Top 5 Holdings

Today

XLV

44.7%in top 5

IWF

in top 538.7%

XLVStockIWF

16.6%LLYnot top 5

not top 5NVDA13.3%

10.0%JNJnot top 5

not top 5AAPL8.8%

7.6%ABBVnot top 5

Cost, Income and Risk

Fees: XLV, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

XLV0.08%$8

IWF0.18%$18

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

Yields: XLV, IWF, VUG

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

IWF

+23.5%Year to dateJan 1 → Nov 10−3.4%

+31.4%1 yearTotal return−2.9%

+15.9%3 years · per year$10,000 became $15,584 · $16,897+19.1%

+8.8%5 years · per year$10,000 became $15,232 · $15,699+9.4%

0.08%Expense ratio$8 · $18 a year on $10k · lower is better0.18%

1.35%Trailing 12-mo yield$135 · $38 a year on $10k0.38%

−10.5%Worst dropSmaller is better−14.6%

16.9%VolatilityLower is calmer19.5%

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

6–2XLV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT6.5%

5.4%MRKnot top 5

not top 5GOOGL5.4%

5.2%UNHnot top 5

not top 5AVGO4.8%

Held in common5.9%

End-of-day Nov 10, 2026 · share of each fund

XLV vs IWF Returns, Every Period

5Y

SPDRXLV

+8.8%

5 years, per year

IWFiShares

+9.4%

5 years, per year

XLVIWFFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: XLV vs VUG

YTD

SPDRXLV

+23.5%

VUGVanguard

+3.4%

+23.5%Year to date+3.4%

−10.5%Worst drop · 1Y−15.1%

16.9%Volatility · 1Y19.1%

1.4%Yield0.4%

$49.7BAssets$233B

4–0XLV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.35%highest, XLV

FundTrailing yieldYield$10k

XLV1.35%$135

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$127most kept, XLV

XLV$135 − $8 = $127

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: XLV, IWF, VUG

Today

78.6%most shared, IWF and VUG

XLVIWFVUG

XLV—5.9%4.1%

IWF5.9%—78.6%

VUG4.1%78.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+31.4%XLV, at 16.9% volatility

XLVWorst drop−10.5%16.9% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

XLVVUG

+23.5%Year to date+3.4%

1.4%Yield0.4%

+31.4%Past year+4.2%

0.08%Fee0.03%

3–1XLV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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XLV, IWF and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three