Compare · 3 funds side by side · dividends reinvested

XLV, IXJ and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

XLV, IXJ 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%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.5

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.0%+15.9%+8.4%−10.5%16.8%$50.9B1.8

iShares Global Healthcare ETFSectors · Health care0.38%1.28%+17.0%+25.1%+14.0%+6.7%−10.8%16.3%$4.6B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: XLV 1998 · IXJ 2001 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Health Care Select Sector SPDR ETF · $50.9B$14,979

XLV

IXJ

iShares Global Healthcare ETF · $4.6B$13,862

$10,000 five years ago, dividends reinvested · they hold 72.6% in common

XLVMeasureIXJ

+20.9%Year to dateJan 1 → Nov 6+17.0%

+29.0%1 yearTotal return+25.1%

+15.9%3 years · per year$10,000 became $15,566 · $14,818+14.0%

+8.4%5 years · per year$10,000 became $14,979 · $13,862+6.7%

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

1.38%Trailing 12-mo yield$138 · $128 a year on $10k1.28%

−10.5%Worst dropSmaller is better−10.8%

16.8%VolatilityLower is calmer16.3%

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

7–1XLV wins

End-of-day Nov 6, 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

44.4%in top 5

IXJ

in top 531.0%

XLVStockIXJ

16.3%LLY11.1%

9.8%JNJ6.7%

7.6%ABBV5.2%

5.4%MRK4.1%

5.3%UNH4.0%

Held in common72.6%

End-of-day Nov 6, 2026 · share of each fund

XLV vs IXJ Returns, Every Period

SPDRXLV

+8.4%

5 years, per year

IXJiShares

+6.7%

5 years, per year

XLVIXJFaded: behind in that period

4–0XLV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

XLV vs XLE

YTD

SPDRXLV

+20.9%

XLESPDR

+40.6%

+20.9%Year to date+40.6%

−10.5%Worst drop · 1Y−15.0%

16.8%Volatility · 1Y23.3%

1.4%Yield2.5%

$50.9BAssets$42.0B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLV, IXJ, XLE

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

XLE0.08%$8

IXJ0.38%$38

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XLV, IXJ, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

XLV1.38%$138

IXJ1.28%$128

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

XLV$138 − $8 = $130

IXJ$128 − $38 = $90

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XLV, IXJ, XLE

Today

72.6%most shared, XLV and IXJ

XLVIXJXLE

XLV—72.6%0.0%

IXJ72.6%—0.0%

XLE0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

IXJWorst drop−10.8%16.3% vol

XLVWorst drop−10.5%16.8% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLEXLV

+40.6%Year to date+20.9%

2.5%Yield1.4%

+45.0%Past year+29.0%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026