Compare · 2 funds side by side · dividends reinvested

USMD and IBB

USMDCoreValues Alpha×IBBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,214IBB · best of the two

02 / 03

USMD and IBB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Biotechnology ETFSectors · Technology0.44%0.15%+31.1%+40.7%+25.4%+7.3%−9.6%22.8%$11.2B1.0

CoreValues America First Technology ETFSectors · Technology0.87%0.00%[…][…][…][…][…][…]$290K2.0

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: USMD 2026 · IBB 2001

Head to Head

Swap sides Versus in desk

Head to Head

CoreValues America First Technology ETF · $290K[…]

USMD

IBB

iShares Biotechnology ETF · $11.2B$14,214

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

USMDMeasureIBB

[…]Year to dateJan 1 → Nov 4+31.1%

[…]1 yearTotal return+40.7%

[…]3 years · per year$10,000 became […] · $19,707+25.4%

[…]5 years · per year$10,000 became […] · $14,214+7.3%

0.87%Expense ratio$87 · $44 a year on $10k · lower is better0.44%

0.00%Trailing 12-mo yield$0 · $15 a year on $10k0.15%

[…]Worst dropSmaller is better−9.6%

[…]VolatilityLower is calmer22.8%

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

0–2IBB wins

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

More Ways to See the Pairs

USMD vs IBB: Top 5 Holdings

Today

USMD

27.6%in top 5

IBB

in top 537.0%

USMDStockIBB

not top 5GILD8.9%

not top 5AMGN8.3%

not top 5VRTX7.5%

not top 5REGN6.6%

6.6%TSLAnot top 5

5.8%PLTRnot top 5

not top 5MRNA5.7%

5.6%MSFTnot top 5

4.9%AMZNnot top 5

4.7%AMDnot top 5

Held in common0.6%

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

USMD vs IBB Returns, Every Period

CoreValues AlphaUSMD

[…]

past year

IBBiShares

+40.7%

past year

Returns […]

USMDIBBFaded: behind in that period

0–0Level

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

USMD vs IBB

YTD

CoreValues AlphaUSMD

[…]

IBBiShares

+31.1%

[…]Year to date+31.1%

[…]Worst drop · 1Y−9.6%

[…]Volatility · 1Y22.8%

0.0%Yield0.2%

$290KAssets$11.2B

1–0IBB wins

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

Cost, Income and Risk

Fees: USMD, IBB

Today

0.44%lowest, IBB

FundExpense ratioFee$10k

IBB0.44%$44

USMD0.87%$87

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

Yields: USMD, IBB

0.15%highest, IBB

FundTrailing yieldYield$10k

IBB0.15%$15

USMD0.00%$0

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

Income After Fees on $10,000

−$29most kept, IBB

IBB$15 − $44 = −$29

USMD$0 − $87 = −$87

KeptFee

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

Overlap: USMD, IBB

Today

0.6%most shared, USMD and IBB

USMDIBB

USMD—0.6%

IBB0.6%—

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

Return vs Bumpiness: 2 ETFs

+40.7%IBB, at 22.8% volatility

IBBWorst drop−9.6%22.8% vol

USMDWorst drop[…][…]

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

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