Compare · 3 funds side by side · dividends reinvested

ILDR, AIBF and IHE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,460IHE · best of the three

02 / 04

ILDR, AIBF and IHE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Pharmaceuticals ETFSectors · Health care0.37%1.36%+25.6%+41.2%+25.7%+13.0%−9.7%19.0%$1.6B1.1

First Trust Innovation Leaders ETFThematic · Disruptive tech0.75%0.00%+0.5%−1.0%+26.4%+8.0%−18.7%26.7%$332M2.0

iShares Future AI Beneficiaries ETFThematic · AI & semis0.40%0.00%[…][…][…][…][…][…]$250M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: ILDR 2021 · AIBF 2026 · IHE 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Innovation Leaders ETF · $332M$14,710

ILDR

AIBF

iShares Future AI Beneficiaries ETF · $250M[…]

$10,000 five years ago, dividends reinvested · they hold 14.1% in common

ILDRMeasureAIBF

+0.5%Year to dateJan 1 → Nov 5[…]

−1.0%1 yearTotal return[…]

+26.4%3 years · per year$10,000 became $20,201 · […][…]

+8.0%5 years · per year$10,000 became $14,710 · […][…]

0.75%Expense ratio$75 · $40 a year on $10k · lower is better0.40%

0.00%Trailing 12-mo yield$0 · $0 a year on $10k0.00%

−18.7%Worst dropSmaller is better[…]

26.7%VolatilityLower is calmer[…]

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

0–1AIBF wins

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

More Ways to See the Pairs

ILDR vs AIBF: Top 5 Holdings

Today

ILDR

30.2%in top 5

AIBF

in top 520.3%

ILDRStockAIBF

9.6%NVDAnot top 5

6.6%AMZNnot top 5

5.5%AMDnot top 5

not top 5WMT4.5%

4.4%GOOGLnot top 5

4.1%LLY4.3%

not top 5COST4.1%

not top 5ABBV4.0%

not top 5JNJ3.5%

Held in common14.1%

End-of-day Nov 5, 2026 · share of each fund

ILDR vs AIBF Returns, Every Period

First TrustILDR

−1.0%

past year

AIBFiShares

[…]

past year

Returns […]

ILDRAIBFFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: ILDR vs IHE

YTD

First TrustILDR

+0.5%

IHEiShares

+25.6%

+0.5%Year to date+25.6%

−18.7%Worst drop · 1Y−9.7%

26.7%Volatility · 1Y19.0%

0.0%Yield1.4%

$332MAssets$1.6B

4–0IHE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ILDR, AIBF, IHE

Today

0.37%lowest, IHE

FundExpense ratioFee$10k

IHE0.37%$37

AIBF0.40%$40

ILDR0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ILDR, AIBF, IHE

1.36%highest, IHE

FundTrailing yieldYield$10k

IHE1.36%$136

ILDR0.00%$0

AIBF0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, IHE

IHE$136 − $37 = $99

AIBF$0 − $40 = −$40

ILDR$0 − $75 = −$75

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ILDR, AIBF, IHE

Today

14.1%most shared, ILDR and AIBF

ILDRAIBFIHE

ILDR—14.1%4.1%

AIBF14.1%—12.8%

IHE4.1%12.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.2%IHE, at 19.0% volatility

IHEWorst drop−9.7%19.0% vol

ILDRWorst drop−18.7%26.7% vol

AIBFWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IHEILDR

+25.6%Year to date+0.5%

1.4%Yield0.0%

+41.2%Past year−1.0%

0.37%Fee0.75%

4–0IHE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026