MDEV vs VHT

AMDEV

BVHT

Measures won0–6VHT wins · of 6 · 5Y

$10,000 · 5Y$16,157XLF · VHT $14,891

Lowest cost0.08%XLF · $8 on $10k

Most income1.40%XLF · $140 on $10k

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

Held in common18.6%MDEV and VHT

MDEV

VHT

First Trust Indxx Medical Devices ETF · $3MVanguard Health Care ETF · $19.1B

+10.6%3 years · per year$13,541 · $16,391+17.9%

−1.5%5 years · per year$9,263 · $14,891+8.3%

0.70%Expense ratio$70 · $9 on $10k · lower wins0.09%

0.09%12-mo yield$9 · $131 on $10k1.31%

−18.2%Worst dropSmaller wins−10.4%

17.3%VolatilityLower wins16.0%

0–6VHT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMDEV · VHT

2.1%ABT2.4%

2.0%TMO3.5%

2.0%ISRG2.0%

2.0%DHR2.0%

Held in common18.6%

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$54.2B
2	BVHT	Vanguard Health Care ETFRead Desk	0.09%	1.31%	+3.1%	+23.3%	+32.1%	+17.9%	+8.3%	−10.4%	$19.1B
3	AMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.09%	+5.3%	+11.0%	+14.2%	+10.6%	−1.5%	−18.2%	$3M

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$54.2B
2	BVHT	Vanguard Health Care ETFRead Desk	0.09%	1.31%	+3.1%	+23.3%	+32.1%	+17.9%	+8.3%	−10.4%	$19.1B
3	AMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.09%	+5.3%	+11.0%	+14.2%	+10.6%	−1.5%	−18.2%	$3M

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

MDEV vs VHT

MDEV

First Trust Indxx Medical Devices

$9,263

VHT

Vanguard Health Care

$14,892

MeasureMDEVVHT

Fee0.70%0.09%

Cost on $10k a year$70$9

Yield0.09%1.31%

5 years, per year−1.5%+8.3%

3 years, per year+10.6%+17.9%

Worst drop · 1Y−18.2%−10.4%

Volatility · 1Y17.3%16.0%

6–0measures won
VHT first

18.6%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MDEV, VHT, XLF

Today

18.6%most shared, MDEV and VHT

MDEVVHTXLF

MDEV—18.6%0.0%

VHT18.6%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$132most kept, XLF

XLF$140 − $8 = $132

VHT$131 − $9 = $122

MDEV$9 − $70 = −$61

KeptFee

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