Compare · 2 funds side by side · dividends reinvested

XLV and IXJ

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,068XLV · best of the two

02 / 04

XLV and IXJ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.39%+20.4%+29.7%+16.2%+8.5%−10.5%16.4%$48.5B1.1

iShares Global Healthcare ETFSectors · Health care0.38%1.29%+16.0%+24.7%+14.4%+6.7%−10.8%15.8%$4.6B1.9

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: XLV 1998 · IXJ 2001

Head to Head

Swap sides Versus in desk

Head to Head

State Street Health Care Select Sector SPDR ETF · $48.5B$15,068

XLV

IXJ

iShares Global Healthcare ETF · $4.6B$13,815

$10,000 five years ago, dividends reinvested · they hold 73.1% in common

XLVMeasureIXJ

+20.4%Year to dateJan 1 → Nov 3+16.0%

+29.7%1 yearTotal return+24.7%

+16.2%3 years · per year$10,000 became $15,709 · $14,960+14.4%

+8.5%5 years · per year$10,000 became $15,068 · $13,815+6.7%

0.08%Expense ratio$8 · $38 a year on $10k · lower is better0.38%

1.39%Trailing 12-mo yield$139 · $129 a year on $10k1.29%

−10.5%Worst dropSmaller is better−10.8%

16.4%VolatilityLower is calmer15.8%

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

7–1XLV wins

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

More Ways to See the Pairs

XLV vs IXJ: Top 5 Holdings

Today

XLV

45.0%in top 5

IXJ

in top 532.0%

XLVStockIXJ

16.5%LLY11.6%

9.9%JNJ6.7%

7.7%ABBV5.3%

5.5%UNH4.1%

5.4%MRK4.2%

Held in common73.1%

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

XLV vs IXJ Returns, Every Period

SPDRXLV

+8.5%

5 years, per year

IXJiShares

+6.7%

5 years, per year

XLVIXJFaded: behind in that period

4–0XLV wins

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

XLV vs IXJ

YTD

SPDRXLV

+20.4%

IXJiShares

+16.0%

+20.4%Year to date+16.0%

−10.5%Worst drop · 1Y−10.8%

16.4%Volatility · 1Y15.8%

1.4%Yield1.3%

$48.5BAssets$4.6B

3–1XLV wins

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

Cost, Income and Risk

Fees: XLV, IXJ

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

IXJ0.38%$38

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

Yields: XLV, IXJ

1.39%highest, XLV

FundTrailing yieldYield$10k

XLV1.39%$139

IXJ1.29%$129

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

Income After Fees on $10,000

$131most kept, XLV

XLV$139 − $8 = $131

IXJ$129 − $38 = $91

KeptFee

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

Overlap: XLV, IXJ

Today

73.1%most shared, XLV and IXJ

XLVIXJ

XLV—73.1%

IXJ73.1%—

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

Return vs Bumpiness: 2 ETFs

+29.7%XLV, at 16.4% volatility

IXJWorst drop−10.8%15.8% vol

XLVWorst drop−10.5%16.4% vol

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

Paid More vs Made More

YTD

XLVIXJ

+20.4%Year to date+16.0%

1.4%Yield1.3%

+29.7%Past year+24.7%

0.08%Fee0.38%

4–0XLV wins

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$128B

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%

$42.5BAssets$46.2B

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$814B

0–0level

End-of-day Nov 3, 2026