Compare · 3 funds side by side · dividends reinvested

XLV, IYH and VHT

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

02 / 04

XLV, IYH and VHT, 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%$49.1B1.5

Vanguard Health Care ETFSectors · Health care0.09%1.35%+19.6%+28.1%+16.9%+7.4%−10.4%15.8%$19.1B2.0

iShares U.S. Healthcare ETFSectors · Health care0.37%1.03%+19.8%+28.6%+15.9%+7.4%−10.6%16.4%$4.7B2.5

Rank among the three1st → 3rdFee, 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 · IYH 2000 · VHT 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street Health Care Select Sector SPDR ETF · $49.1B$15,068

XLV

IYH

iShares U.S. Healthcare ETF · $4.7B$14,317

$10,000 five years ago, dividends reinvested · they hold 91.4% in common

XLVMeasureIYH

+20.4%Year to dateJan 1 → Nov 3+19.8%

+29.7%1 yearTotal return+28.6%

+16.2%3 years · per year$10,000 became $15,709 · $15,575+15.9%

+8.5%5 years · per year$10,000 became $15,068 · $14,317+7.4%

0.08%Expense ratio$8 · $37 a year on $10k · lower is better0.37%

1.39%Trailing 12-mo yield$139 · $103 a year on $10k1.03%

−10.5%Worst dropSmaller is better−10.6%

16.4%VolatilityLower is calmer16.4%

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

7–0XLV 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 IYH: Top 5 Holdings

Today

XLV

45.0%in top 5

IYH

in top 544.2%

XLVStockIYH

16.5%LLY16.4%

9.9%JNJ9.5%

7.7%ABBV7.6%

5.5%UNH5.3%

5.4%MRK5.4%

Held in common91.4%

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

XLV vs IYH Returns, Every Period

SPDRXLV

+8.5%

5 years, per year

IYHiShares

+7.4%

5 years, per year

XLVIYHFaded: behind in that period

4–0XLV wins

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

XLV vs VHT

YTD

SPDRXLV

+20.4%

VHTVanguard

+19.6%

+20.4%Year to date+19.6%

−10.5%Worst drop · 1Y−10.4%

16.4%Volatility · 1Y15.8%

1.4%Yield1.4%

$49.1BAssets$19.1B

2–1VHT wins

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

Cost, Income and Risk

Fees: XLV, IYH, VHT

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

VHT0.09%$9

IYH0.37%$37

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

Yields: XLV, IYH, VHT

1.39%highest, XLV

FundTrailing yieldYield$10k

XLV1.39%$139

VHT1.35%$135

IYH1.03%$103

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

Income After Fees on $10,000

$131most kept, XLV

XLV$139 − $8 = $131

VHT$135 − $9 = $126

IYH$103 − $37 = $66

KeptFee

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

Overlap: XLV, IYH, VHT

Today

91.4%most shared, XLV and IYH

XLVIYHVHT

XLV—91.4%85.2%

IYH91.4%—87.2%

VHT85.2%87.2%—

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

Return vs Bumpiness: 3 ETFs

+29.7%XLV, at 16.4% volatility

VHTWorst drop−10.4%15.8% vol

IYHWorst drop−10.6%16.4% 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

XLVIYH

+20.4%Year to date+19.8%

1.4%Yield1.0%

+29.7%Past year+28.6%

0.08%Fee0.37%

4–0XLV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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