VHT vs XLV

AVHT

BXLV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,979XLV · VHT $14,205

Lowest cost0.08%XLV · $8 on $10k

Most income1.38%XLV · $138 on $10k

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

Held in common85.1%VHT and XLV

VHT

XLV

Vanguard Health Care ETF · $19.1BState Street Health Care Select Sector SPDR ETF · $50.9B

+16.4%3 years · per year$15,781 · $15,566+15.9%

+7.3%5 years · per year$14,205 · $14,979+8.4%

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

1.35%12-mo yield$135 · $138 on $10k1.38%

−10.4%Worst dropSmaller wins−10.5%

16.3%VolatilityLower wins16.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVHT · XLV

12.9%LLY16.3%

8.8%JNJ9.8%

6.5%ABBV7.6%

5.0%MRK5.4%

Held in common85.1%

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	BXLV	State Street Health Care Select Sector SPDR ETFRead Desk		0.08%	1.38%	−0.1%	+20.9%	+29.0%	+15.9%	+8.4%	−10.5%	$50.9B
2	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

Both

5Y2 funds

#			Trend
1	BXLV	State Street Health Care Select Sector SPDR ETFRead Desk		0.08%	1.38%	−0.1%	+20.9%	+29.0%	+15.9%	+8.4%	−10.5%	$50.9B
2	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 XLV

VHT

Vanguard Health Care

$14,205

XLV

Health Care Select Sector SPDR

$14,979

MeasureVHTXLV

Fee0.09%0.08%

Cost on $10k a year$9$8

Yield1.35%1.38%

5 years, per year+7.3%+8.4%

3 years, per year+16.4%+15.9%

Worst drop · 1Y−10.4%−10.5%

Volatility · 1Y16.3%16.8%

3–2measures won
VHT first

85.1%

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, XLV

Today

85.1%most shared, VHT and XLV

VHTXLV

VHT—85.1%

XLV85.1%—

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

Income After Fees on $10,000

$130most kept, XLV

XLV$138 − $8 = $130

VHT$135 − $9 = $126

KeptFee

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