Compare · 2 funds side by side · dividends reinvested

XLV and SGOV

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,979XLV · best of the two

02 / 04

XLV and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$50.9B1.4

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: XLV 1998 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

XLV

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,090

$10,000 five years ago, dividends reinvested

XLVMeasureSGOV

+20.9%Year to dateJan 1 → Nov 6+3.2%

+29.0%1 yearTotal return+3.8%

+15.9%3 years · per year$10,000 became $15,566 · $11,419+4.5%

+8.4%5 years · per year$10,000 became $14,979 · $12,090+3.9%

0.08%Expense ratio$8 · $9 a year on $10k · lower is better0.09%

1.38%Trailing 12-mo yield$138 · $363 a year on $10k3.63%

−10.5%Worst dropSmaller is better0.0%

16.8%VolatilityLower is calmer0.2%

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

5–3XLV 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 SGOV: Top 5 Holdings

Today

XLV

44.4%in top 5

SGOV

in top 5[…]

XLVStockSGOV

16.3%LLYnot top 5

9.8%JNJnot top 5

7.6%ABBVnot top 5

5.4%MRKnot top 5

5.3%UNHnot top 5

Held in common[…]

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

XLV vs SGOV Returns, Every Period

SPDRXLV

+8.4%

5 years, per year

SGOViShares

+3.9%

5 years, per year

XLVSGOVFaded: behind in that period

4–0XLV wins

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

Sector vs Bonds: XLV vs SGOV

YTD

SPDRXLV

+20.9%

SGOViShares

+3.2%

+20.9%Year to date+3.2%

−10.5%Worst drop · 1Y+0.0%

16.8%Volatility · 1Y0.2%

1.4%Yield3.6%

$50.9BAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: XLV, SGOV

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

SGOV0.09%$9

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

Yields: XLV, SGOV

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

XLV1.38%$138

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

XLV$138 − $8 = $130

KeptFee

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

Overlap: XLV, SGOV

Today

[…]holdings […]

XLVSGOV

XLV—[…]

SGOV[…]—

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

Return vs Bumpiness: 2 ETFs

+29.0%XLV, at 16.8% volatility

SGOVWorst drop0.0%0.2% vol

XLVWorst drop−10.5%16.8% vol

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

Paid More vs Made More

YTD

SGOVXLV

+3.2%Year to date+20.9%

3.6%Yield1.4%

+3.8%Past year+29.0%

0.09%Fee0.08%

3–1XLV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

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