HEAL vs DIVE

AHEAL

BDIVE

Measures won1–3DIVE wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · HEAL $5,589

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common4.9%HEAL and DIVE

HEAL

DIVE

Global X HealthTech ETF · $37MDana Concentrated Dividend ETF · $52M

+7.7%3 years · per year$12,488 · […][…]

−11.0%5 years · per year$5,589 · […][…]

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

0.23%12-mo yield$24 · $127 on $10k1.27%

−27.2%Worst dropSmaller wins−11.5%

23.9%VolatilityLower wins12.8%

1–3DIVE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHEAL · DIVE

5.8%IQV4.9%

Held in common4.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AHEAL	Global X HealthTech ETFRead Desk	0.50%	0.23%	−1.3%	+4.6%	−2.5%	+7.7%	−11.0%	−27.2%	$37M
3	BDIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.27%	−0.8%	+11.2%	+17.4%	new	new	−11.5%	$52M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AHEAL	Global X HealthTech ETFRead Desk	0.50%	0.23%	−1.3%	+4.6%	−2.5%	+7.7%	−11.0%	−27.2%	$37M
3	BDIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.27%	−0.8%	+11.2%	+17.4%	new	new	−11.5%	$52M

End-of-day Nov 6, 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

$5,589

DIVE

Dana Concentrated Dividend

[…]

MeasureHEALDIVE

Fee0.50%0.65%

Cost on $10k a year$50$65

Yield0.23%1.27%

5 years, per year−11.0%[…]

3 years, per year+7.7%[…]

Worst drop · 1Y−27.2%−11.5%

Volatility · 1Y23.9%12.8%

3–1measures won
DIVE first

4.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HEAL, DIVE, SCHD

Today

7.9%most shared, DIVE and SCHD

HEALDIVESCHD

HEAL—4.9%0.0%

DIVE4.9%—7.9%

SCHD0.0%7.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DIVE$127 − $65 = $62

HEAL$24 − $50 = −$27

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee