IHE vs DFSV

AIHE

BDFSV

Measures won1–4DFSV wins · of 6 · 5Y

$10,000 · 5Y$18,460IHE

Lowest cost0.31%DFSV · $31 on $10k

Most income1.41%DFSV · $141 on $10k

Smallest drop−9.4%DFSV · worst fall in 1Y

Held in common1.4%IHE and DFSV

IHE

DFSV

iShares U.S. Pharmaceuticals ETF · $1.6BU.S. Small Cap Value Portfolio ETF Class Shares · $27.2B

+25.7%3 years · per year$19,844 · $16,830+18.9%

+13.0%5 years · per year$18,460 · […][…]

0.37%Expense ratio$37 · $31 on $10k · lower wins0.31%

1.36%12-mo yield$136 · $141 on $10k1.41%

−9.7%Worst dropSmaller wins−9.4%

19.0%VolatilityLower wins15.1%

1–4DFSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIHE · DFSV

2.6%ELAN0.8%

0.5%PBH0.2%

0.3%INVA0.1%

0.5%PRGO0.1%

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	AIHE	iShares U.S. Pharmaceuticals ETFRead Desk		0.37%	1.36%	−3.2%	+25.6%	+41.2%	+25.7%	+13.0%	−9.7%	$1.6B
2	BDFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.41%	−3.2%	+18.4%	+25.7%	+18.9%	new	−9.4%	$27.2B

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	AIHE	iShares U.S. Pharmaceuticals ETFRead Desk		0.37%	1.36%	−3.2%	+25.6%	+41.2%	+25.7%	+13.0%	−9.7%	$1.6B
2	BDFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.41%	−3.2%	+18.4%	+25.7%	+18.9%	new	−9.4%	$27.2B

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

IHE vs DFSV

IHE

iShares U.S. Pharmaceuticals

$18,460

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

MeasureIHEDFSV

Fee0.37%0.31%

Cost on $10k a year$37$31

Yield1.36%1.41%

5 years, per year+13.0%[…]

3 years, per year+25.7%+18.9%

Worst drop · 1Y−9.7%−9.4%

Volatility · 1Y19.0%15.1%

3–1measures won
DFSV first

1.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IHE, DFSV

Today

1.4%most shared, IHE and DFSV

IHEDFSV

IHE—1.4%

DFSV1.4%—

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

Income After Fees on $10,000

$110most kept, DFSV

DFSV$141 − $31 = $110

IHE$136 − $37 = $99

KeptFee

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