XLV vs IXJ

AXLV

BIXJ

Measures won5–1XLV wins · of 6 · 5Y

$10,000 · 5Y$26,379XLE · XLV $15,652

Lowest cost0.08%XLV · $8 on $10k

Most income2.40%XLE · $240 on $10k

Smallest drop−10.5%XLV · worst fall in 1Y

Held in common73.2%XLV and IXJ

XLV

IXJ

State Street Health Care Select Sector SPDR ETF · $49.1BiShares Global Healthcare ETF · $4.7B

+17.2%3 years · per year$16,102 · $15,304+15.2%

+9.4%5 years · per year$15,652 · $14,393+7.6%

0.08%Expense ratio$8 · $38 on $10k · lower wins0.38%

1.34%12-mo yield$134 · $125 on $10k1.25%

−10.5%Worst dropSmaller wins−10.8%

16.6%VolatilityLower wins16.1%

5–1XLV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLV · IXJ

16.9%LLY11.6%

9.6%JNJ6.6%

7.6%ABBV5.2%

5.4%UNH4.1%

Held in common73.2%

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

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	AXLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.34%	+3.1%	+24.0%	+33.5%	+17.2%	+9.4%	−10.5%	$49.1B
3	BIXJ	iShares Global Healthcare ETFRead Desk	0.38%	1.25%	+3.2%	+19.7%	+28.6%	+15.2%	+7.6%	−10.8%	$4.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	AXLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.34%	+3.1%	+24.0%	+33.5%	+17.2%	+9.4%	−10.5%	$49.1B
3	BIXJ	iShares Global Healthcare ETFRead Desk	0.38%	1.25%	+3.2%	+19.7%	+28.6%	+15.2%	+7.6%	−10.8%	$4.7B

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

XLV vs IXJ

XLV

Health Care Select Sector SPDR

$15,652

IXJ

iShares Global Healthcare

$14,393

MeasureXLVIXJ

Fee0.08%0.38%

Cost on $10k a year$8$38

Yield1.34%1.25%

5 years, per year+9.4%+7.6%

3 years, per year+17.2%+15.2%

Worst drop · 1Y−10.5%−10.8%

Volatility · 1Y16.6%16.1%

5–1measures won
XLV first

73.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

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

Overlap: XLV, IXJ, XLE

Today

73.2%most shared, XLV and IXJ

XLVIXJXLE

XLV—73.2%0.0%

IXJ73.2%—0.0%

XLE0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

XLV$134 − $8 = $126

IXJ$125 − $38 = $87

KeptFee

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