IBB vs XSW

AIBB

BXSW

Measures won5–1IBB wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF · IBB $13,555

Lowest cost0.08%XLF · $8 on $10k

Most income1.44%XLF · $144 on $10k

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

Held in common0.0%IBB and XSW

IBB

XSW

iShares Biotechnology ETF · $11.1BState Street SPDR S&P Software & Services ETF · $500M

+23.2%3 years · per year$18,677 · $17,037+19.4%

+6.3%5 years · per year$13,555 · $11,226+2.3%

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

0.16%12-mo yield$16 · $0 on $10k0.00%

−9.6%Worst dropSmaller wins−30.6%

23.4%VolatilityLower wins31.1%

5–1IBB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIBB · XSW

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$54.5B
2	AIBB	iShares Biotechnology ETFRead Desk	0.44%	0.16%	+1.7%	+26.7%	+35.2%	+23.2%	+6.3%	−9.6%	$11.1B
3	BXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	−0.6%	+8.3%	+4.5%	+19.4%	+2.3%	−30.6%	$500M

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$54.5B
2	AIBB	iShares Biotechnology ETFRead Desk	0.44%	0.16%	+1.7%	+26.7%	+35.2%	+23.2%	+6.3%	−9.6%	$11.1B
3	BXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	−0.6%	+8.3%	+4.5%	+19.4%	+2.3%	−30.6%	$500M

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 XSW

IBB

iShares Biotechnology

$13,555

XSW

SPDR S&P Software & Services

$11,226

MeasureIBBXSW

Fee0.44%0.35%

Cost on $10k a year$44$35

Yield0.16%0.00%

5 years, per year+6.3%+2.3%

3 years, per year+23.2%+19.4%

Worst drop · 1Y−9.6%−30.6%

Volatility · 1Y23.4%31.1%

5–1measures won
IBB first

0.0%

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, XSW, XLF

Today

0.0%most shared, IBB and XSW

IBBXSWXLF

IBB—0.0%0.0%

XSW0.0%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

IBB$16 − $44 = −$28

XSW$0 − $35 = −$35

KeptFee

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