FHLC vs SPYM

AFHLC

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · FHLC $14,340

Lowest cost0.02%SPYM · $2 on $10k

Most income1.15%FHLC · $115 on $10k

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

Held in common10.0%FHLC and SPYM

FHLC

SPYM

Fidelity MSCI Health Care Index ETF · $4.0BState Street SPDR Portfolio S&P 500 ETF · $182B

+16.5%3 years · per year$15,823 · $18,222+22.1%

+7.5%5 years · per year$14,340 · $17,164+11.4%

0.08%Expense ratio$8 · $2 on $10k · lower wins0.02%

1.15%12-mo yield$115 · $106 on $10k1.06%

−10.4%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFHLC · SPYM

14.3%LLY1.7%

8.4%JNJ1.0%

6.5%ABBV0.8%

4.7%MRK0.6%

Held in common10.0%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AFHLC	Fidelity MSCI Health Care Index ETFRead Desk		0.08%	1.15%	−2.8%	+20.0%	+28.2%	+16.5%	+7.5%	−10.4%	$4.0B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AFHLC	Fidelity MSCI Health Care Index ETFRead Desk		0.08%	1.15%	−2.8%	+20.0%	+28.2%	+16.5%	+7.5%	−10.4%	$4.0B

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

FHLC vs SPYM

FHLC

Fidelity MSCI Health Care Index

$14,340

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureFHLCSPYM

Fee0.08%0.02%

Cost on $10k a year$8$2

Yield1.15%1.06%

5 years, per year+7.5%+11.4%

3 years, per year+16.5%+22.1%

Worst drop · 1Y−10.4%−8.9%

Volatility · 1Y16.3%13.6%

5–1measures won
SPYM first

10.0%

holdings shared

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

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

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

Overlap: FHLC, SPYM

Today

10.0%most shared, FHLC and SPYM

FHLCSPYM

FHLC—10.0%

SPYM10.0%—

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

Income After Fees on $10,000

$107most kept, FHLC

FHLC$115 − $8 = $107

SPYM$106 − $2 = $104

KeptFee

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