BBC vs XBI

ABBC

BXBI

Measures won2–4XBI wins · of 6 · 5Y

$10,000 · 5Y$11,836XBI · BBC $9,380

Lowest cost0.35%XBI · $35 on $10k

Most income1.61%BBC · $161 on $10k

Smallest drop−14.9%XBI · worst fall in 1Y

Held in common32.8%BBC and XBI

BBC

XBI

Virtus Biotech Clinical Trials ETF · $34MState Street SPDR S&P Biotech ETF · $10.6B

+33.0%3 years · per year$23,503 · $22,550+31.1%

−1.3%5 years · per year$9,380 · $11,836+3.4%

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

1.61%12-mo yield$161 · $37 on $10k0.37%

−30.2%Worst dropSmaller wins−14.9%

38.2%VolatilityLower wins29.9%

2–4XBI wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBC · XBI

2.2%KOD1.2%

1.2%KYMR1.4%

1.1%ORKA1.6%

1.1%PCVX1.3%

Held in common32.8%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BXBI	State Street SPDR S&P Biotech ETFRead Desk		0.35%	0.37%	−6.7%	+21.8%	+37.9%	+31.1%	+3.4%	−14.9%	$10.6B
2	ABBC	Virtus Biotech Clinical Trials ETFRead Desk		0.65%	1.61%	−6.6%	+5.6%	+36.3%	+33.0%	−1.3%	−30.2%	$34M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BXBI	State Street SPDR S&P Biotech ETFRead Desk		0.35%	0.37%	−6.7%	+21.8%	+37.9%	+31.1%	+3.4%	−14.9%	$10.6B
2	ABBC	Virtus Biotech Clinical Trials ETFRead Desk		0.65%	1.61%	−6.6%	+5.6%	+36.3%	+33.0%	−1.3%	−30.2%	$34M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BBC vs XBI

BBC

Virtus Biotech Clinical Trials

$9,381

XBI

SPDR S&P Biotech

$11,836

MeasureBBCXBI

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield1.61%0.37%

5 years, per year−1.3%+3.4%

3 years, per year+33.0%+31.1%

Worst drop · 1Y−30.2%−14.9%

Volatility · 1Y38.2%29.9%

4–2measures won
XBI first

32.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BBC, XBI

Today

32.8%most shared, BBC and XBI

BBCXBI

BBC—32.8%

XBI32.8%—

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

Income After Fees on $10,000

$96most kept, BBC

BBC$161 − $65 = $96

XBI$37 − $35 = $2

KeptFee

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