IBB vs XBI

AIBB

BXBI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,555IBB · XBI $12,272

Lowest cost0.35%XBI · $35 on $10k

Most income0.36%XBI · $36 on $10k

Smallest drop−9.6%IBB · worst fall in 1Y

Held in common43.6%IBB and XBI

IBB

XBI

iShares Biotechnology ETF · $11.1BState Street SPDR S&P Biotech ETF · $10.0B

+23.2%3 years · per year$18,677 · $22,660+31.3%

+6.3%5 years · per year$13,555 · $12,272+4.2%

0.44%Expense ratio$44 · $35 on $10k · lower wins0.35%

0.16%12-mo yield$16 · $36 on $10k0.36%

−9.6%Worst dropSmaller wins−14.9%

23.4%VolatilityLower wins30.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIBB · XBI

6.2%MRNA2.7%

8.5%AMGN1.8%

2.5%BIIB1.8%

9.1%GILD1.8%

Held in common43.6%

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

Both

5Y2 funds

#			Trend
1	AIBB	iShares Biotechnology ETFRead Desk		0.44%	0.16%	+1.7%	+26.7%	+35.2%	+23.2%	+6.3%	−9.6%	$11.1B
2	BXBI	State Street SPDR S&P Biotech ETFRead Desk		0.35%	0.36%	+2.6%	+25.0%	+40.0%	+31.3%	+4.2%	−14.9%	$10.0B

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

Both

5Y2 funds

#			Trend
1	AIBB	iShares Biotechnology ETFRead Desk		0.44%	0.16%	+1.7%	+26.7%	+35.2%	+23.2%	+6.3%	−9.6%	$11.1B
2	BXBI	State Street SPDR S&P Biotech ETFRead Desk		0.35%	0.36%	+2.6%	+25.0%	+40.0%	+31.3%	+4.2%	−14.9%	$10.0B

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

IBB vs XBI

IBB

iShares Biotechnology

$13,555

XBI

SPDR S&P Biotech

$12,272

MeasureIBBXBI

Fee0.44%0.35%

Cost on $10k a year$44$35

Yield0.16%0.36%

5 years, per year+6.3%+4.2%

3 years, per year+23.2%+31.3%

Worst drop · 1Y−9.6%−14.9%

Volatility · 1Y23.4%30.0%

3–3measures won
level

43.6%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IBB, XBI

Today

43.6%most shared, IBB and XBI

IBBXBI

IBB—43.6%

XBI43.6%—

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

Income After Fees on $10,000

$1most kept, XBI

XBI$36 − $35 = $1

IBB$16 − $44 = −$28

KeptFee

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