MEDI vs VHT

AMEDI

BVHT

Measures won1–4VHT wins · of 6 · 5Y

$10,000 · 5Y$14,891VHT

Lowest cost0.09%VHT · $9 on $10k

Most income1.31%VHT · $131 on $10k

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

Held in common28.2%MEDI and VHT

MEDI

VHT

Harbor Health Care ETF (MEDI) · $47MVanguard Health Care ETF · $19.1B

+20.1%3 years · per year$17,345 · $16,391+17.9%

[…]5 years · per year[…] · $14,891+8.3%

0.80%Expense ratio$80 · $9 on $10k · lower wins0.09%

0.21%12-mo yield$21 · $131 on $10k1.31%

−15.2%Worst dropSmaller wins−10.4%

20.8%VolatilityLower wins16.0%

1–4VHT wins

$10,000 · 5 yearsOne scale

Shared top holdingsMEDI · VHT

22.2%LLY12.9%

2.7%ISRG2.0%

1.6%ABBV6.5%

1.5%UNH4.7%

Held in common28.2%

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	BVHT	Vanguard Health Care ETFRead Desk		0.09%	1.31%	+3.1%	+23.3%	+32.1%	+17.9%	+8.3%	−10.4%	$19.1B
2	AMEDI	Harbor Health Care ETF (MEDI)Read Desk		0.80%	0.21%	+1.9%	+13.6%	+19.4%	+20.1%	new	−15.2%	$47M

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	BVHT	Vanguard Health Care ETFRead Desk		0.09%	1.31%	+3.1%	+23.3%	+32.1%	+17.9%	+8.3%	−10.4%	$19.1B
2	AMEDI	Harbor Health Care ETF (MEDI)Read Desk		0.80%	0.21%	+1.9%	+13.6%	+19.4%	+20.1%	new	−15.2%	$47M

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

MEDI vs VHT

MEDI

Harbor Health Care ETF (MEDI)

[…]

VHT

Vanguard Health Care

$14,891

MeasureMEDIVHT

Fee0.80%0.09%

Cost on $10k a year$80$9

Yield0.21%1.31%

5 years, per year[…]+8.3%

3 years, per year+20.1%+17.9%

Worst drop · 1Y−15.2%−10.4%

Volatility · 1Y20.8%16.0%

4–1measures won
VHT first

28.2%

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: MEDI, VHT

Today

28.2%most shared, MEDI and VHT

MEDIVHT

MEDI—28.2%

VHT28.2%—

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

Income After Fees on $10,000

$122most kept, VHT

VHT$131 − $9 = $122

MEDI$21 − $80 = −$59

KeptFee

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