IHE vs BSMC

AIHE

BBSMC

Measures won3–2IHE wins · of 6 · 5Y

$10,000 · 5Y$18,497IHE

Lowest cost0.37%IHE · $37 on $10k

Most income1.34%IHE · $134 on $10k

Smallest drop−9.0%BSMC · worst fall in 1Y

Held in common3.7%IHE and BSMC

IHE

BSMC

iShares U.S. Pharmaceuticals ETF · $1.6BBrandes U.S. Small-Mid Cap Value ETF · $174M

+26.1%3 years · per year$20,049 · $16,452+18.1%

+13.1%5 years · per year$18,497 · […][…]

0.37%Expense ratio$37 · $70 on $10k · lower wins0.70%

1.34%12-mo yield$134 · $97 on $10k0.97%

−9.7%Worst dropSmaller wins−9.0%

19.1%VolatilityLower wins14.2%

3–2IHE wins

$10,000 · 5 yearsOne scale

Shared top holdingsIHE · BSMC

2.5%ELAN2.6%

0.8%OGN1.9%

0.4%PBH1.3%

Held in common3.7%

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	AIHE	iShares U.S. Pharmaceuticals ETFRead Desk		0.37%	1.34%	+1.0%	+26.8%	+41.9%	+26.1%	+13.1%	−9.7%	$1.6B
2	BBSMC	Brandes U.S. Small-Mid Cap Value ETFRead Desk		0.70%	0.97%	−1.5%	+14.0%	+18.3%	+18.1%	new	−9.0%	$174M

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	AIHE	iShares U.S. Pharmaceuticals ETFRead Desk		0.37%	1.34%	+1.0%	+26.8%	+41.9%	+26.1%	+13.1%	−9.7%	$1.6B
2	BBSMC	Brandes U.S. Small-Mid Cap Value ETFRead Desk		0.70%	0.97%	−1.5%	+14.0%	+18.3%	+18.1%	new	−9.0%	$174M

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

IHE vs BSMC

IHE

iShares U.S. Pharmaceuticals

$18,497

BSMC

Brandes U.S. Small-Mid Cap Value

[…]

MeasureIHEBSMC

Fee0.37%0.70%

Cost on $10k a year$37$70

Yield1.34%0.97%

5 years, per year+13.1%[…]

3 years, per year+26.1%+18.1%

Worst drop · 1Y−9.7%−9.0%

Volatility · 1Y19.1%14.2%

3–2measures won
IHE first

3.7%

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: IHE, BSMC

Today

3.7%most shared, IHE and BSMC

IHEBSMC

IHE—3.7%

BSMC3.7%—

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

Income After Fees on $10,000

$97most kept, IHE

IHE$134 − $37 = $97

BSMC$97 − $70 = $27

KeptFee

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