Data as of Oct 28, 2026.
FHLC vs IXJ: Differences, Returns & Fees
Over the year to Oct 28, 2026, FHLC returned +25.4% to IXJ's +20.8%; 72% of their weight is in the same names.
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Net assets: $3.5bn on Sep 30, 2026 for Fidelity MSCI Health Care Index ETF, and $4.5bn on Oct 27, 2026 for iShares Global Healthcare ETF.
Pair scorecard
FHLC costs 0.30 points a year less; their one-year returns differ by 4.6 points; IXJ is 1.2 times larger.
| Measure | FHLC | IXJ |
|---|---|---|
| Return | ||
| Total return, 1 year | +25.4% | +20.8% |
| Benchmark | ||
| What it tracks | MSCI USA IMI Health Care 25/50 Index | S&P Global 1200 Health Care Index |
| Cost and size | ||
| Expense ratio | 0.08% | 0.38% |
| Net assets, as of Sep 30, 2026 | $3.5bn | $4.3bn |
| Holdings | ||
| Holdings in common | 72% | |
| Top ten holdings, share of the fund | 51.9% | 47.5% |
Holdings in common uses holdings dated Jul 31, 2026 and Oct 27, 2026. Method
Risk and return
Nov 1, 2013 to Oct 23, 2026 · 677 weekly returnsFHLC returned more: +309.3% to +223.8%. IXJ swung slightly less: 15.7% to 16.6%. IXJ fell slightly less at its worst: −24.3% to −25.2%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | FHLC | IXJ | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +309.3% | +223.8% | FHLC | Price change plus distributions, reinvested. |
| Annualized | +11.4% | +9.4% | FHLC | Total return as a yearly rate. |
| Price return | +240.0% | +163.9% | FHLC | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 16.6% | 15.7% | IXJ (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 11.5% | 11.0% | IXJ (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −25.2% | −24.3% | IXJ (slight) | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.62 | 0.53 | FHLC | Return above Treasury bills per unit of volatility. |
| Sortino | 0.89 | 0.75 | FHLC | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.45 | 0.39 | FHLC | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 677 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, FHLC and IXJ hold 72% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Oct 27, 2026.
half
72% in common
Only in one fund ↓
Side by side
FHLC and IXJ on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
FHLC and IXJ are built for the same job. How do they differ in cost, holdings and results?
- What each follows. FHLC follows MSCI USA IMI Health Care 25/50 Index and IXJ follows S&P Global 1200 Health Care Index.
- One-year total return. Over 1 year to Oct 28, 2026 FHLC returned +25.4% and IXJ +20.8% with distributions reinvested, a gap of 4.6 points.
- Number of holdings. FHLC holds 334 positions and IXJ holds 110.
Data as of Oct 28, 2026.
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FHLC
FHLC tracks an index. Over the year to Oct 28, 2026 it returned +25.4% with distributions reinvested, against +25.0% for its benchmark, the MSCI USA IMI Health Care 25/50 Index. The prospectus expense ratio is 0.08% a year. By its holdings filed for Jul 31, 2026, 85% of the fund by weight is stocks the S&P 500 also holds, across 334 positions, with the top ten at 51.9%.
IXJ
IXJ tracks an index. Over the year to Oct 28, 2026 it returned +20.8% with distributions reinvested. The prospectus expense ratio is 0.38% a year. By its holdings published by its issuer for Oct 27, 2026, 71% of the fund by weight is stocks the S&P 500 also holds, across 110 positions, with the top ten at 47.5%.
Questions people ask
- Which returned more over the last year, FHLC or IXJ?
- In the year to Oct 28, 2026, with distributions reinvested, FHLC returned +25.4% and IXJ +20.8%.
- Which is cheaper, FHLC or IXJ?
- FHLC is cheaper, by 0.30 percentage points a year. That is about $30 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, FHLC against IXJ, data as of Oct 28, 2026. https://etfiq.com/compare/any/fhlc-vs-ixj
ETFIQ. (Oct 28, 2026). FHLC against IXJ. Retrieved from https://etfiq.com/compare/any/fhlc-vs-ixj
[FHLC against IXJ (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/fhlc-vs-ixj)
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