XHE vs VHT

AXHE

BVHT

Measures won0–6VHT wins · of 6 · 5Y

$10,000 · 5Y$14,891VHT · XHE $8,015

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 common13.6%XHE and VHT

XHE

VHT

State Street SPDR S&P Health Care Equipment ETF · $153MVanguard Health Care ETF · $19.1B

+14.3%3 years · per year$14,932 · $16,391+17.9%

−4.3%5 years · per year$8,015 · $14,891+8.3%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

0.02%12-mo yield$2 · $131 on $10k1.31%

−18.3%Worst dropSmaller wins−10.4%

24.2%VolatilityLower wins16.0%

0–6VHT wins

$10,000 · 5 yearsOne scale

Shared top holdingsXHE · VHT

1.9%ISRG2.0%

1.6%ABT2.4%

1.7%MDT1.5%

1.8%SYK1.3%

Held in common13.6%

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	AXHE	State Street SPDR S&P Health Care Equipment ETFRead Desk		0.35%	0.02%	+7.6%	+12.8%	+23.8%	+14.3%	−4.3%	−18.3%	$153M

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	AXHE	State Street SPDR S&P Health Care Equipment ETFRead Desk		0.35%	0.02%	+7.6%	+12.8%	+23.8%	+14.3%	−4.3%	−18.3%	$153M

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

XHE vs VHT

XHE

SPDR S&P Health Care Equipment

$8,015

VHT

Vanguard Health Care

$14,892

MeasureXHEVHT

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield0.02%1.31%

5 years, per year−4.3%+8.3%

3 years, per year+14.3%+17.9%

Worst drop · 1Y−18.3%−10.4%

Volatility · 1Y24.2%16.0%

6–0measures won
VHT first

13.6%

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: XHE, VHT

Today

13.6%most shared, XHE and VHT

XHEVHT

XHE—13.6%

VHT13.6%—

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

XHE$2 − $35 = −$33

KeptFee

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