BBH vs SPY

ABBH

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · BBH $13,199

Lowest cost0.09%SPY · $9 on $10k

Most income1.01%SPY · $101 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common1.5%BBH and SPY

BBH

SPY

VanEck Biotech ETF · $524MState Street SPDR S&P 500 ETF · $778B

+21.1%3 years · per year$17,770 · $18,118+21.9%

+5.7%5 years · per year$13,199 · $17,493+11.8%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

0.37%12-mo yield$37 · $101 on $10k1.01%

−10.5%Worst dropSmaller wins−8.9%

22.8%VolatilityLower wins13.7%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBH · SPY

16.6%AMGN0.4%

14.2%GILD0.3%

8.3%VRTX0.2%

7.7%MRNA0.1%

Held in common1.5%

End-of-day Nov 9, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ABBH	VanEck Biotech ETFRead Desk		0.35%	0.37%	+2.4%	+37.1%	+43.5%	+21.1%	+5.7%	−10.5%	$524M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ABBH	VanEck Biotech ETFRead Desk		0.35%	0.37%	+2.4%	+37.1%	+43.5%	+21.1%	+5.7%	−10.5%	$524M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BBH vs SPY

BBH

VanEck Biotech

$13,199

SPY

SPDR S&P 500

$17,493

MeasureBBHSPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield0.37%1.01%

5 years, per year+5.7%+11.8%

3 years, per year+21.1%+21.9%

Worst drop · 1Y−10.5%−8.9%

Volatility · 1Y22.8%13.7%

6–0measures won
SPY first

1.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: BBH, SPY

Today

1.5%most shared, BBH and SPY

BBHSPY

BBH—1.5%

SPY1.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

BBH$37 − $35 = $2

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee