VHT vs FHLC

AVHT

BFHLC

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$15,474XLF · FHLC $14,220

Lowest cost0.08%FHLC · $8 on $10k

Most income1.44%XLF · $144 on $10k

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

Held in common92.4%VHT and FHLC

VHT

FHLC

Vanguard Health Care ETF · $19.1BFidelity MSCI Health Care Index ETF · $4.0B

+16.4%3 years · per year$15,781 · $15,782+16.4%

+7.3%5 years · per year$14,205 · $14,220+7.3%

0.09%Expense ratio$9 · $8 on $10k · lower wins0.08%

1.35%12-mo yield$135 · $115 on $10k1.15%

−10.4%Worst dropSmaller wins−10.4%

16.3%VolatilityLower wins16.3%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVHT · FHLC

12.9%LLY14.1%

8.8%JNJ8.5%

6.5%ABBV6.6%

5.0%MRK4.7%

Held in common92.4%

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	BFHLC	Fidelity MSCI Health Care Index ETFRead Desk	0.08%	1.15%	0.0%	+19.9%	+27.6%	+16.4%	+7.3%	−10.4%	$4.0B
3	AVHT	Vanguard Health Care ETFRead Desk	0.09%	1.35%	0.0%	+19.8%	+27.4%	+16.4%	+7.3%	−10.4%	$19.1B

End-of-day Nov 6, 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%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	BFHLC	Fidelity MSCI Health Care Index ETFRead Desk	0.08%	1.15%	0.0%	+19.9%	+27.6%	+16.4%	+7.3%	−10.4%	$4.0B
3	AVHT	Vanguard Health Care ETFRead Desk	0.09%	1.35%	0.0%	+19.8%	+27.4%	+16.4%	+7.3%	−10.4%	$19.1B

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

VHT vs FHLC

VHT

Vanguard Health Care

$14,205

FHLC

Fidelity MSCI Health Care Index

$14,220

MeasureVHTFHLC

Fee0.09%0.08%

Cost on $10k a year$9$8

Yield1.35%1.15%

5 years, per year+7.3%+7.3%

3 years, per year+16.4%+16.4%

Worst drop · 1Y−10.4%−10.4%

Volatility · 1Y16.3%16.3%

1–1measures won
level

92.4%

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: VHT, FHLC, XLF

Today

92.4%most shared, VHT and FHLC

VHTFHLCXLF

VHT—92.4%0.0%

FHLC92.4%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

VHT$135 − $9 = $126

FHLC$115 − $8 = $107

KeptFee

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