IHE vs SPY

AIHE

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,497IHE · SPY $17,493

Lowest cost0.09%SPY · $9 on $10k

Most income1.34%IHE · $134 on $10k

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

Held in common3.9%IHE and SPY

IHE

SPY

iShares U.S. Pharmaceuticals ETF · $1.7BState Street SPDR S&P 500 ETF · $778B

+26.1%3 years · per year$20,049 · $18,118+21.9%

+13.1%5 years · per year$18,497 · $17,493+11.8%

0.37%Expense ratio$37 · $9 on $10k · lower wins0.09%

1.34%12-mo yield$134 · $101 on $10k1.01%

−9.7%Worst dropSmaller wins−8.9%

19.1%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIHE · SPY

26.0%LLY1.7%

22.3%JNJ1.0%

4.3%MRK0.6%

4.6%PFE0.3%

Held in common3.9%

End-of-day Nov 9, 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%	$1.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

End-of-day Nov 9, 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%	$1.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IHE vs SPY

IHE

iShares U.S. Pharmaceuticals

$18,497

SPY

SPDR S&P 500

$17,493

MeasureIHESPY

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield1.34%1.01%

5 years, per year+13.1%+11.8%

3 years, per year+26.1%+21.9%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y19.1%13.7%

3–3measures won
level

3.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IHE, SPY

Today

3.9%most shared, IHE and SPY

IHESPY

IHE—3.9%

SPY3.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$97most kept, IHE

IHE$134 − $37 = $97

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee