IXJ vs XLV

AIXJ

BXLV

Measures won1–5XLV wins · of 6 · 5Y

$10,000 · 5Y$15,068XLV · IXJ $13,815

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 common73.1%IXJ and XLV

IXJ

XLV

iShares Global Healthcare ETF · $4.6BState Street Health Care Select Sector SPDR ETF · $49.1B

+14.4%3 years · per year$14,960 · $15,709+16.2%

+6.7%5 years · per year$13,815 · $15,068+8.5%

0.38%Expense ratio$38 · $8 on $10k · lower wins0.08%

1.29%12-mo yield$129 · $139 on $10k1.39%

−10.8%Worst dropSmaller wins−10.5%

15.8%VolatilityLower wins16.4%

1–5XLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXJ · XLV

11.6%LLY16.5%

6.7%JNJ9.9%

5.3%ABBV7.7%

4.2%MRK5.4%

Held in common73.1%

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	AIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.29%	−0.5%	+16.0%	+24.7%	+14.4%	+6.7%	−10.8%	$4.6B

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	AIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.29%	−0.5%	+16.0%	+24.7%	+14.4%	+6.7%	−10.8%	$4.6B

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

IXJ vs XLV

IXJ

iShares Global Healthcare

$13,815

XLV

Health Care Select Sector SPDR

$15,068

MeasureIXJXLV

Fee0.38%0.08%

Cost on $10k a year$38$8

Yield1.29%1.39%

5 years, per year+6.7%+8.5%

3 years, per year+14.4%+16.2%

Worst drop · 1Y−10.8%−10.5%

Volatility · 1Y15.8%16.4%

5–1measures won
XLV first

73.1%

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: IXJ, XLV

Today

73.1%most shared, IXJ and XLV

IXJXLV

IXJ—73.1%

XLV73.1%—

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

IXJ$129 − $38 = $91

KeptFee

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