IBB vs SPY

AIBB

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · IBB $13,275

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common1.4%IBB and SPY

IBB

SPY

iShares Biotechnology ETF · $11.4BState Street SPDR S&P 500 ETF · $805B

+23.0%3 years · per year$18,606 · $18,174+22.0%

+5.8%5 years · per year$13,275 · $17,099+11.3%

0.44%Expense ratio$44 · $9 on $10k · lower wins0.09%

0.16%12-mo yield$16 · $103 on $10k1.03%

−9.6%Worst dropSmaller wins−8.9%

23.4%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBB · SPY

8.4%AMGN0.4%

9.0%GILD0.3%

7.6%VRTX0.2%

6.3%MRNA0.1%

Held in common1.4%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AIBB	iShares Biotechnology ETFRead Desk		0.44%	0.16%	−5.0%	+24.5%	+34.8%	+23.0%	+5.8%	−9.6%	$11.4B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AIBB	iShares Biotechnology ETFRead Desk		0.44%	0.16%	−5.0%	+24.5%	+34.8%	+23.0%	+5.8%	−9.6%	$11.4B

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

IBB vs SPY

IBB

iShares Biotechnology

$13,275

SPY

SPDR S&P 500

$17,099

MeasureIBBSPY

Fee0.44%0.09%

Cost on $10k a year$44$9

Yield0.16%1.03%

5 years, per year+5.8%+11.3%

3 years, per year+23.0%+22.0%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y23.4%13.6%

5–1measures won
SPY first

1.4%

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$805B

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%

$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

Overlap: IBB, SPY

Today

1.4%most shared, IBB and SPY

IBBSPY

IBB—1.4%

SPY1.4%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

IBB$16 − $44 = −$28

KeptFee

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