HEAL vs DIVE

AHEAL

BDIVE

Measures won1–3DIVE wins · of 6 · 5Y

$10,000 · 5Y$5,994HEAL

Lowest cost0.50%HEAL · $50 on $10k

Most income1.23%DIVE · $123 on $10k

Smallest drop−11.5%DIVE · worst fall in 1Y

Held in common4.9%HEAL and DIVE

HEAL

DIVE

Global X HealthTech ETF · $35MDana Concentrated Dividend ETF · $48M

+9.7%3 years · per year$13,218 · […][…]

−9.7%5 years · per year$5,994 · […][…]

0.50%Expense ratio$50 · $65 on $10k · lower wins0.65%

0.22%12-mo yield$22 · $123 on $10k1.23%

−27.2%Worst dropSmaller wins−11.5%

23.6%VolatilityLower wins12.6%

1–3DIVE wins

$10,000 · 5 yearsOne scale

Shared top holdingsHEAL · DIVE

5.8%IQV4.9%

Held in common4.9%

End-of-day Nov 4, 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	AHEAL	Global X HealthTech ETFRead Desk		0.50%	0.22%	+4.2%	+9.5%	+1.2%	+9.7%	−9.7%	−27.2%	$35M
2	BDIVE	Dana Concentrated Dividend ETFRead Desk		0.65%	1.23%	+2.4%	+14.5%	+20.8%	new	new	−11.5%	$48M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AHEAL	Global X HealthTech ETFRead Desk		0.50%	0.22%	+4.2%	+9.5%	+1.2%	+9.7%	−9.7%	−27.2%	$35M
2	BDIVE	Dana Concentrated Dividend ETFRead Desk		0.65%	1.23%	+2.4%	+14.5%	+20.8%	new	new	−11.5%	$48M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HEAL vs DIVE

HEAL

Global X HealthTech

$5,994

DIVE

Dana Concentrated Dividend

[…]

MeasureHEALDIVE

Fee0.50%0.65%

Cost on $10k a year$50$65

Yield0.22%1.23%

5 years, per year−9.7%[…]

3 years, per year+9.7%[…]

Worst drop · 1Y−27.2%−11.5%

Volatility · 1Y23.6%12.6%

3–1measures won
DIVE first

4.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: HEAL, DIVE

Today

4.9%most shared, HEAL and DIVE

HEALDIVE

HEAL—4.9%

DIVE4.9%—

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

Income After Fees on $10,000

$58most kept, DIVE

DIVE$123 − $65 = $58

HEAL$22 − $50 = −$28

KeptFee

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