XHS vs SPY

AXHS

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · XHS $14,148

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common1.7%XHS and SPY

XHS

SPY

State Street SPDR S&P Health Care Services ETF · $243MState Street SPDR S&P 500 ETF · $819B

+23.2%3 years · per year$18,716 · $18,174+22.0%

+7.2%5 years · per year$14,148 · $17,099+11.3%

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

0.14%12-mo yield$14 · $103 on $10k1.03%

−12.0%Worst dropSmaller wins−8.9%

18.3%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsXHS · SPY

1.7%UNH0.6%

1.9%MCK0.2%

1.3%CVS0.2%

1.7%ELV0.1%

Held in common1.7%

End-of-day Nov 5, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AXHS	State Street SPDR S&P Health Care Services ETFRead Desk		0.35%	0.14%	−1.5%	+37.9%	+41.1%	+23.2%	+7.2%	−12.0%	$243M

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AXHS	State Street SPDR S&P Health Care Services ETFRead Desk		0.35%	0.14%	−1.5%	+37.9%	+41.1%	+23.2%	+7.2%	−12.0%	$243M

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

Cards for this view

XHS vs SPY

XHS

SPDR S&P Health Care Services

$14,148

SPY

SPDR S&P 500

$17,099

MeasureXHSSPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield0.14%1.03%

5 years, per year+7.2%+11.3%

3 years, per year+23.2%+22.0%

Worst drop · 1Y−12.0%−8.9%

Volatility · 1Y18.3%13.6%

5–1measures won
SPY first

1.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XHS, SPY

Today

1.7%most shared, XHS and SPY

XHSSPY

XHS—1.7%

SPY1.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

XHS$14 − $35 = −$21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee