Compare · 2 funds side by side · dividends reinvested

BBP and IYH

BBPVirtus×IYHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,310BBP · best of the two

02 / 04

BBP and IYH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Virtus Biotech ETFSectors · Health care0.34%0.00%+29.5%+38.7%+31.7%+15.2%−9.4%26.5%$132M1.3

iShares U.S. Healthcare ETFSectors · Health care0.37%1.03%+19.8%+28.6%+15.9%+7.4%−10.6%16.4%$4.7B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BBP 2014 · IYH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Biotech ETF · $132M$20,310

BBP

IYH

iShares U.S. Healthcare ETF · $4.7B$14,317

$10,000 five years ago, dividends reinvested · they hold 11.4% in common

BBPMeasureIYH

+29.5%Year to dateJan 1 → Nov 3+19.8%

+38.7%1 yearTotal return+28.6%

+31.7%3 years · per year$10,000 became $22,842 · $15,575+15.9%

+15.2%5 years · per year$10,000 became $20,310 · $14,317+7.4%

0.34%Expense ratio$34 · $37 a year on $10k · lower is better0.37%

0.00%Trailing 12-mo yield$0 · $103 a year on $10k1.03%

−9.4%Worst dropSmaller is better−10.6%

26.5%VolatilityLower is calmer16.4%

BBPIYH Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2BBP wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBP vs IYH: Top 5 Holdings

Today

BBP

16.7%in top 5

IYH

in top 544.2%

BBPStockIYH

not top 5LLY16.4%

not top 5JNJ9.5%

not top 5ABBV7.6%

5.7%MRNAnot top 5

not top 5MRK5.4%

not top 5UNH5.3%

3.1%VSTMnot top 5

2.7%OMERnot top 5

2.7%IOVAnot top 5

2.4%HALOnot top 5

Held in common11.4%

End-of-day Nov 3, 2026 · share of each fund

BBP vs IYH Returns, Every Period

VirtusBBP

+15.2%

5 years, per year

IYHiShares

+7.4%

5 years, per year

BBPIYHFaded: behind in that period

4–0BBP wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BBP vs IYH

YTD

VirtusBBP

+29.5%

IYHiShares

+19.8%

+29.5%Year to date+19.8%

−9.4%Worst drop · 1Y−10.6%

26.5%Volatility · 1Y16.4%

0.0%Yield1.0%

$132MAssets$4.7B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBP, IYH

Today

0.34%lowest, BBP

FundExpense ratioFee$10k

BBP0.34%$34

IYH0.37%$37

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BBP, IYH

1.03%highest, IYH

FundTrailing yieldYield$10k

IYH1.03%$103

BBP0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$66most kept, IYH

IYH$103 − $37 = $66

BBP$0 − $34 = −$34

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BBP, IYH

Today

11.4%most shared, BBP and IYH

BBPIYH

BBP—11.4%

IYH11.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%BBP, at 26.5% volatility

IYHWorst drop−10.6%16.4% vol

BBPWorst drop−9.4%26.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IYHBBP

+19.8%Year to date+29.5%

1.0%Yield0.0%

+28.6%Past year+38.7%

0.37%Fee0.34%

3–1BBP wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026