IHF vs XLV

AIHF

BXLV

Measures won0–6XLV wins · of 6 · 5Y

$10,000 · 5Y$15,068XLV · IHF $11,220

Lowest cost0.08%XLV · $8 on $10k

Most income1.39%XLV · $139 on $10k

Smallest drop−10.5%XLV · worst fall in 1Y

Held in common13.9%IHF and XLV

IHF

XLV

iShares U.S. Healthcare Providers ETF · $1.5BState Street Health Care Select Sector SPDR ETF · $49.1B

+7.8%3 years · per year$12,528 · $15,709+16.2%

+2.3%5 years · per year$11,220 · $15,068+8.5%

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

0.92%12-mo yield$92 · $139 on $10k1.39%

−18.3%Worst dropSmaller wins−10.5%

20.0%VolatilityLower wins16.4%

0–6XLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIHF · XLV

22.1%UNH5.5%

11.8%CVS1.7%

9.3%ELV1.4%

4.6%CI1.2%

Held in common13.9%

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

Both

5Y2 funds

#			Trend
1	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
2	AIHF	iShares U.S. Healthcare Providers ETFRead Desk		0.37%	0.92%	+0.7%	+24.7%	+24.0%	+7.8%	+2.3%	−18.3%	$1.5B

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

Both

5Y2 funds

#			Trend
1	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
2	AIHF	iShares U.S. Healthcare Providers ETFRead Desk		0.37%	0.92%	+0.7%	+24.7%	+24.0%	+7.8%	+2.3%	−18.3%	$1.5B

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

IHF vs XLV

IHF

iShares U.S. Healthcare Providers

$11,220

XLV

Health Care Select Sector SPDR

$15,068

MeasureIHFXLV

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield0.92%1.39%

5 years, per year+2.3%+8.5%

3 years, per year+7.8%+16.2%

Worst drop · 1Y−18.3%−10.5%

Volatility · 1Y20.0%16.4%

6–0measures won
XLV first

13.9%

holdings shared

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

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

Overlap: IHF, XLV

Today

13.9%most shared, IHF and XLV

IHFXLV

IHF—13.9%

XLV13.9%—

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

IHF$92 − $37 = $55

KeptFee

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