Compare · 3 funds side by side · dividends reinvested

XLV, VUG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

XLV, VUG and IWF, 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%$49.9B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

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 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street Health Care Select Sector SPDR ETF · $49.9B$14,979

XLV

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

XLVMeasureVUG

+20.9%Year to dateJan 1 → Nov 6+1.4%

+29.0%1 yearTotal return+0.2%

+15.9%3 years · per year$10,000 became $15,566 · $18,415+22.6%

+8.4%5 years · per year$10,000 became $14,979 · $16,124+10.0%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

1.38%Trailing 12-mo yield$138 · $42 a year on $10k0.42%

−10.5%Worst dropSmaller is better−15.1%

16.8%VolatilityLower is calmer19.0%

XLVVUG 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 VUG: Top 5 Holdings

Today

XLV

44.4%in top 5

VUG

in top 545.2%

XLVStockVUG

16.3%LLYnot top 5

not top 5NVDA13.5%

not top 5AAPL12.5%

9.8%JNJnot top 5

not top 5MSFT9.7%

7.6%ABBVnot top 5

5.4%MRKnot top 5

5.3%UNHnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common4.1%

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

XLV vs VUG Returns, Every Period

SPDRXLV

+8.4%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

XLVVUGFaded: behind in that period

2–2Level

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

Sector vs Stocks: XLV vs VUG

YTD

SPDRXLV

+20.9%

VUGVanguard

+1.4%

+20.9%Year to date+1.4%

−10.5%Worst drop · 1Y−15.1%

16.8%Volatility · 1Y19.0%

1.4%Yield0.4%

$49.9BAssets$233B

4–0XLV wins

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

Cost, Income and Risk

Fees: XLV, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

XLV0.08%$8

IWF0.18%$18

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

Yields: XLV, VUG, IWF

1.38%highest, XLV

FundTrailing yieldYield$10k

XLV1.38%$138

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$130most kept, XLV

XLV$138 − $8 = $130

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: XLV, VUG, IWF

Today

78.0%most shared, VUG and IWF

XLVVUGIWF

XLV—4.1%6.0%

VUG4.1%—78.0%

IWF6.0%78.0%—

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

Return vs Bumpiness: 3 ETFs

+29.0%XLV, at 16.8% volatility

XLVWorst drop−10.5%16.8% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

XLVVUG

+20.9%Year to date+1.4%

1.4%Yield0.4%

+29.0%Past year+0.2%

0.08%Fee0.03%

3–1XLV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026