Compare · 3 funds side by side · dividends reinvested

BMED, AIVL and IBB

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,361AIVL · best of the three

Story of the three · IncomeMost incomeAIVL · 1.44% · $144 a year on $10k

Story of the three · RiskSmallest drop

BMED, AIVL and IBB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. AI Enhanced Value FundThematic · AI & semis0.38%1.44%+19.9%+21.3%+18.3%+9.0%−7.9%12.2%$425M1.8

iShares Biotechnology ETFSectors · Technology0.44%0.16%+26.0%+29.1%+21.8%+6.5%−9.6%23.5%$11.0B1.9

iShares Health Innovation Active ETFThematic · Disruptive tech0.77%0.22%+20.2%+24.4%+19.0%+4.0%−14.9%18.4%$15M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: BMED 2020 · AIVL 2006 · IBB 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Health Innovation Active ETF · $15M$12,148

BMED

AIVL

WisdomTree U.S. AI Enhanced Value Fund · $425M$15,361

$10,000 five years ago, dividends reinvested · they hold 6.2% in common

BMED

More Ways to See the Pairs

BMED vs AIVL: Top 5 Holdings

Today

BMED

26.0%in top 5

AIVL

in top 516.9%

BMEDStockAIVL

5.8%MRNAnot top 5

5.8%GILDnot top 5

5.1%DHRnot top 5

4.9%ABBVnot top 5

4.4%TMOnot top 5

Cost, Income and Risk

Fees: BMED, AIVL, IBB

Today

0.38%lowest, AIVL

FundExpense ratioFee$10k

AIVL0.38%$38

IBB0.44%$44

BMED0.77%$77

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: BMED, AIVL, IBB

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

AIVL

+20.2%Year to dateJan 1 → Nov 13+19.9%

+24.4%1 yearTotal return+21.3%

+19.0%3 years · per year$10,000 became $16,849 · $16,577+18.3%

+4.0%5 years · per year$10,000 became $12,148 · $15,361+9.0%

0.77%Expense ratio$77 · $38 a year on $10k · lower is better0.38%

0.22%Trailing 12-mo yield$22 · $144 a year on $10k1.44%

−14.9%Worst dropSmaller is better−7.9%

18.4%VolatilityLower is calmer12.2%

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

3–5AIVL wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AAPL4.2%

not top 5AMZN4.2%

not top 5MSFT3.6%

not top 5BAC2.5%

not top 5CMCSA2.3%

Held in common6.2%

End-of-day Nov 13, 2026 · share of each fund

BMED vs AIVL Returns, Every Period

5Y

iSharesBMED

+4.0%

5 years, per year

AIVLWisdomTree

+9.0%

5 years, per year

BMEDAIVLFaded: behind in that period

3–1BMED wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

BMED vs AIVL

YTD

iSharesBMED

+20.2%

AIVLWisdomTree

+19.9%

+20.2%Year to date+19.9%

−14.9%Worst drop · 1Y−7.9%

18.4%Volatility · 1Y12.2%

0.2%Yield1.4%

$14.5MAssets$425M

3–1AIVL wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.44%highest, AIVL

FundTrailing yieldYield$10k

AIVL1.44%$144

BMED0.22%$22

IBB0.16%$16

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$106most kept, AIVL

AIVL$144 − $38 = $106

IBB$16 − $44 = −$28

BMED$22 − $77 = −$55

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: BMED, AIVL, IBB

Today

35.0%most shared, BMED and IBB

BMEDAIVLIBB

BMED—6.2%35.0%

AIVL6.2%—4.7%

IBB35.0%4.7%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+29.1%IBB, at 23.5% volatility

AIVLWorst drop−7.9%12.2% vol

BMEDWorst drop−14.9%18.4% vol

IBBWorst drop−9.6%23.5% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

AIVLIBB

+19.9%Year to date+26.0%

1.4%Yield0.2%

+21.3%Past year+29.1%

0.38%Fee0.44%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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BMED, AIVL and IBB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three