MEDX vs IXJ

AMEDX

BIXJ

Measures won2–3IXJ wins · of 6 · 5Y

$10,000 · 5Y$13,862IXJ

Lowest cost0.38%IXJ · $38 on $10k

Most income1.28%IXJ · $128 on $10k

Smallest drop−10.6%MEDX · worst fall in 1Y

Held in common34.4%MEDX and IXJ

MEDX

IXJ

Horizon Kinetics Medical ETF · $18MiShares Global Healthcare ETF · $4.6B

+14.3%3 years · per year$14,925 · $14,818+14.0%

[…]5 years · per year[…] · $13,862+6.7%

0.85%Expense ratio$85 · $38 on $10k · lower wins0.38%

1.08%12-mo yield$108 · $128 on $10k1.28%

−10.6%Worst dropSmaller wins−10.8%

19.3%VolatilityLower wins16.3%

2–3IXJ wins

$10,000 · 5 yearsOne scale

Shared top holdingsMEDX · IXJ

20.5%LLY11.1%

5.9%JNJ6.7%

9.9%ABBV5.2%

4.4%MRK4.1%

Held in common34.4%

End-of-day Nov 6, 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	BIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.28%	+0.1%	+17.0%	+25.1%	+14.0%	+6.7%	−10.8%	$4.6B
2	AMEDX	Horizon Kinetics Medical ETFRead Desk		0.85%	1.08%	+0.6%	+13.7%	+21.5%	+14.3%	new	−10.6%	$18M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.28%	+0.1%	+17.0%	+25.1%	+14.0%	+6.7%	−10.8%	$4.6B
2	AMEDX	Horizon Kinetics Medical ETFRead Desk		0.85%	1.08%	+0.6%	+13.7%	+21.5%	+14.3%	new	−10.6%	$18M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MEDX vs IXJ

MEDX

Horizon Kinetics Medical

[…]

IXJ

iShares Global Healthcare

$13,862

MeasureMEDXIXJ

Fee0.85%0.38%

Cost on $10k a year$85$38

Yield1.08%1.28%

5 years, per year[…]+6.7%

3 years, per year+14.3%+14.0%

Worst drop · 1Y−10.6%−10.8%

Volatility · 1Y19.3%16.3%

3–2measures won
IXJ first

34.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MEDX, IXJ

Today

34.4%most shared, MEDX and IXJ

MEDXIXJ

MEDX—34.4%

IXJ34.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, IXJ

IXJ$128 − $38 = $90

MEDX$108 − $85 = $23

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee