MEDX vs VHT

AMEDX

BVHT

Measures won0–5VHT 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 common39.5%MEDX and VHT

MEDX

VHT

Horizon Kinetics Medical ETF · $18MVanguard Health Care ETF · $19.1B

+15.4%3 years · per year$15,371 · $16,391+17.9%

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

0.85%Expense ratio$85 · $9 on $10k · lower wins0.09%

1.06%12-mo yield$106 · $131 on $10k1.31%

−10.6%Worst dropSmaller wins−10.4%

19.1%VolatilityLower wins16.0%

0–5VHT wins

$10,000 · 5 yearsOne scale

Shared top holdingsMEDX · VHT

21.0%LLY12.9%

9.8%ABBV6.5%

5.7%JNJ8.8%

4.3%MRK5.0%

Held in common39.5%

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	AMEDX	Horizon Kinetics Medical ETFRead Desk		0.85%	1.06%	+1.9%	+16.1%	+25.3%	+15.4%	new	−10.6%	$18M

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	AMEDX	Horizon Kinetics Medical ETFRead Desk		0.85%	1.06%	+1.9%	+16.1%	+25.3%	+15.4%	new	−10.6%	$18M

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

MEDX vs VHT

MEDX

Horizon Kinetics Medical

[…]

VHT

Vanguard Health Care

$14,891

MeasureMEDXVHT

Fee0.85%0.09%

Cost on $10k a year$85$9

Yield1.06%1.31%

5 years, per year[…]+8.3%

3 years, per year+15.4%+17.9%

Worst drop · 1Y−10.6%−10.4%

Volatility · 1Y19.1%16.0%

5–0measures won
VHT first

39.5%

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: MEDX, VHT

Today

39.5%most shared, MEDX and VHT

MEDXVHT

MEDX—39.5%

VHT39.5%—

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

MEDX$106 − $85 = $21

KeptFee

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