FHLC vs IXJ

AFHLC

BIXJ

Measures won4–1FHLC wins · of 6 · 5Y

$10,000 · 5Y$14,895FHLC · IXJ $14,393

Lowest cost0.08%FHLC · $8 on $10k

Most income1.25%IXJ · $125 on $10k

Smallest drop−10.4%FHLC · worst fall in 1Y

Held in common70.8%FHLC and IXJ

FHLC

IXJ

Fidelity MSCI Health Care Index ETF · $3.5BiShares Global Healthcare ETF · $4.7B

+17.9%3 years · per year$16,384 · $15,304+15.2%

+8.3%5 years · per year$14,895 · $14,393+7.6%

0.08%Expense ratio$8 · $38 on $10k · lower wins0.38%

1.12%12-mo yield$112 · $125 on $10k1.25%

−10.4%Worst dropSmaller wins−10.8%

16.1%VolatilityLower wins16.1%

4–1FHLC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFHLC · IXJ

14.6%LLY11.6%

8.3%JNJ6.6%

6.5%ABBV5.2%

4.8%UNH4.1%

Held in common70.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AFHLC	Fidelity MSCI Health Care Index ETFRead Desk		0.08%	1.12%	+3.1%	+23.4%	+32.2%	+17.9%	+8.3%	−10.4%	$3.5B
2	BIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.25%	+3.2%	+19.7%	+28.6%	+15.2%	+7.6%	−10.8%	$4.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFHLC	Fidelity MSCI Health Care Index ETFRead Desk		0.08%	1.12%	+3.1%	+23.4%	+32.2%	+17.9%	+8.3%	−10.4%	$3.5B
2	BIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.25%	+3.2%	+19.7%	+28.6%	+15.2%	+7.6%	−10.8%	$4.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FHLC vs IXJ

FHLC

Fidelity MSCI Health Care Index

$14,895

IXJ

iShares Global Healthcare

$14,393

MeasureFHLCIXJ

Fee0.08%0.38%

Cost on $10k a year$8$38

Yield1.12%1.25%

5 years, per year+8.3%+7.6%

3 years, per year+17.9%+15.2%

Worst drop · 1Y−10.4%−10.8%

Volatility · 1Y16.1%16.1%

4–1measures won
FHLC first

70.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FHLC, IXJ

Today

70.8%most shared, FHLC and IXJ

FHLCIXJ

FHLC—70.8%

IXJ70.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, FHLC

FHLC$112 − $8 = $104

IXJ$125 − $38 = $87

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee