XLV vs IUSB

AXLV

BIUSB

Measures won2–4IUSB wins · of 6 · 5Y

$10,000 · 5Y$15,284XLV · SGOV $12,091

Lowest cost0.06%IUSB · $6 on $10k

Most income4.33%IUSB · $433 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]XLV and IUSB

XLV

IUSB

State Street Health Care Select Sector SPDR ETF · $49.7BiShares Core Universal USD Bond ETF · $50.5B

+16.0%3 years · per year$15,616 · $11,705+5.4%

+8.9%5 years · per year$15,284 · $10,151+0.3%

0.08%Expense ratio$8 · $6 on $10k · lower wins0.06%

1.35%12-mo yield$135 · $433 on $10k4.33%

−10.5%Worst dropSmaller wins−4.3%

16.9%VolatilityLower wins3.9%

2–4IUSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLV · IUSB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 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	AXLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.35%	+1.9%	+23.2%	+31.2%	+16.0%	+8.9%	−10.5%	$49.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
3	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AXLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.35%	+1.9%	+23.2%	+31.2%	+16.0%	+8.9%	−10.5%	$49.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
3	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLV vs IUSB

XLV

Health Care Select Sector SPDR

$15,284

IUSB

iShares Core Universal USD Bond

$10,151

MeasureXLVIUSB

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield1.35%4.33%

5 years, per year+8.9%+0.3%

3 years, per year+16.0%+5.4%

Worst drop · 1Y−10.5%−4.3%

Volatility · 1Y16.9%3.9%

4–2measures won
IUSB first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: XLV, IUSB, SGOV

Today

[…]holdings […]

XLVIUSBSGOV

XLV—[…][…]

IUSB[…]—[…]

SGOV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

SGOV$363 − $9 = $354

XLV$135 − $8 = $127

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee