Compare · 2 funds side by side · dividends reinvested

IHE and BSMC

IHEiShares×BSMCBrandes×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,284IHE · best of the two

02 / 04

IHE and BSMC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Pharmaceuticals ETFSectors · Health care0.37%1.31%+29.8%+45.2%+26.9%+14.0%−9.7%18.7%$1.6B1.3

Brandes U.S. Small-Mid Cap Value ETFUS Stock Styles · Mid cap0.70%0.94%+17.9%+22.6%+19.9%[…]−9.0%14.0%$180M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: IHE 2006 · BSMC 2023

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Pharmaceuticals ETF · $1.6B$19,284

IHE

BSMC

Brandes U.S. Small-Mid Cap Value ETF · $180M[…]

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

IHEMeasureBSMC

+29.8%Year to dateJan 1 → Nov 4+17.9%

+45.2%1 yearTotal return+22.6%

+26.9%3 years · per year$10,000 became $20,460 · $17,257+19.9%

+14.0%5 years · per year$10,000 became $19,284 · […][…]

0.37%Expense ratio$37 · $70 a year on $10k · lower is better0.70%

1.31%Trailing 12-mo yield$131 · $94 a year on $10k0.94%

−9.7%Worst dropSmaller is better−9.0%

18.7%VolatilityLower is calmer14.0%

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

5–2IHE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IHE vs BSMC: Top 5 Holdings

Today

IHE

62.6%in top 5

BSMC

in top 514.3%

IHEStockBSMC

27.0%LLYnot top 5

21.4%JNJnot top 5

4.9%ZTSnot top 5

4.7%RPRXnot top 5

4.6%PFEnot top 5

not top 5IFF3.1%

not top 5DOX3.0%

not top 50I8F.L2.8%

not top 5EPAM2.7%

not top 5INVX2.7%

Held in common3.8%

End-of-day Nov 4, 2026 · share of each fund

IHE vs BSMC Returns, Every Period

iSharesIHE

+45.2%

past year

BSMCBrandes

+22.6%

past year

IHEBSMCFaded: behind in that period

3–0IHE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: IHE vs BSMC

YTD

iSharesIHE

+29.8%

BSMCBrandes

+17.9%

+29.8%Year to date+17.9%

−9.7%Worst drop · 1Y−9.0%

18.7%Volatility · 1Y14.0%

1.3%Yield0.9%

$1.6BAssets$180M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IHE, BSMC

Today

0.37%lowest, IHE

FundExpense ratioFee$10k

IHE0.37%$37

BSMC0.70%$70

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IHE, BSMC

1.31%highest, IHE

FundTrailing yieldYield$10k

IHE1.31%$131

BSMC0.94%$94

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, IHE

IHE$131 − $37 = $94

BSMC$94 − $70 = $24

KeptFee

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

Overlap: IHE, BSMC

Today

3.8%most shared, IHE and BSMC

IHEBSMC

IHE—3.8%

BSMC3.8%—

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

Return vs Bumpiness: 2 ETFs

+45.2%IHE, at 18.7% volatility

BSMCWorst drop−9.0%14.0% vol

IHEWorst drop−9.7%18.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IHEBSMC

+29.8%Year to date+17.9%

1.3%Yield0.9%

+45.2%Past year+22.6%

0.37%Fee0.70%

4–0IHE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026