IHE vs XLV

AIHE

BXLV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,602IHE · VOO $17,749

Lowest cost0.03%VOO · $3 on $10k

Most income1.39%XLV · $139 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common36.0%IHE and XLV

IHE

XLV

iShares U.S. Pharmaceuticals ETF · $1.6BState Street Health Care Select Sector SPDR ETF · $49.1B

+26.3%3 years · per year$20,159 · $15,709+16.2%

+13.2%5 years · per year$18,602 · $15,068+8.5%

0.37%Expense ratio$37 · $8 on $10k · lower wins0.08%

1.34%12-mo yield$134 · $139 on $10k1.39%

−9.7%Worst dropSmaller wins−10.5%

18.6%VolatilityLower wins16.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIHE · XLV

26.9%LLY16.5%

21.8%JNJ9.9%

4.3%MRK5.4%

4.7%PFE2.6%

Held in common36.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIHE	iShares U.S. Pharmaceuticals ETFRead Desk	0.37%	1.34%	−0.2%	+26.9%	+42.7%	+26.3%	+13.2%	−9.7%	$1.6B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	BXLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.39%	−0.3%	+20.4%	+29.7%	+16.2%	+8.5%	−10.5%	$49.1B

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

All Three

5Y3 funds

#
1	AIHE	iShares U.S. Pharmaceuticals ETFRead Desk	0.37%	1.34%	−0.2%	+26.9%	+42.7%	+26.3%	+13.2%	−9.7%	$1.6B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	BXLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.39%	−0.3%	+20.4%	+29.7%	+16.2%	+8.5%	−10.5%	$49.1B

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

Cards for this view

IHE vs XLV

IHE

iShares U.S. Pharmaceuticals

$18,602

XLV

Health Care Select Sector SPDR

$15,068

MeasureIHEXLV

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield1.34%1.39%

5 years, per year+13.2%+8.5%

3 years, per year+26.3%+16.2%

Worst drop · 1Y−9.7%−10.5%

Volatility · 1Y18.6%16.4%

3–3measures won
level

36.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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

Overlap: IHE, XLV, VOO

Today

36.0%most shared, IHE and XLV

IHEXLVVOO

IHE—36.0%3.4%

XLV36.0%—9.3%

VOO3.4%9.3%—

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

Income After Fees on $10,000

$131most kept, XLV

XLV$139 − $8 = $131

VOO$107 − $3 = $104

IHE$134 − $37 = $97

KeptFee

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