ILDR vs IHE

AILDR

BIHE

Measures won1–5IHE wins · of 6 · 5Y

$10,000 · 5Y$18,460IHE · ILDR $14,710

Lowest cost0.37%IHE · $37 on $10k

Most income1.36%IHE · $136 on $10k

Smallest drop−9.7%IHE · worst fall in 1Y

Held in common4.1%ILDR and IHE

ILDR

IHE

First Trust Innovation Leaders ETF · $332MiShares U.S. Pharmaceuticals ETF · $1.6B

+26.4%3 years · per year$20,201 · $19,844+25.7%

+8.0%5 years · per year$14,710 · $18,460+13.0%

0.75%Expense ratio$75 · $37 on $10k · lower wins0.37%

0.00%12-mo yield$0 · $136 on $10k1.36%

−18.7%Worst dropSmaller wins−9.7%

26.7%VolatilityLower wins19.0%

1–5IHE wins

$10,000 · 5 yearsOne scale

Shared top holdingsILDR · IHE

4.1%LLY26.5%

Held in common4.1%

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	BIHE	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	AILDR	First Trust Innovation Leaders ETFRead Desk		0.75%	0.00%	−7.1%	+0.5%	−1.0%	+26.4%	+8.0%	−18.7%	$332M

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	BIHE	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	AILDR	First Trust Innovation Leaders ETFRead Desk		0.75%	0.00%	−7.1%	+0.5%	−1.0%	+26.4%	+8.0%	−18.7%	$332M

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

ILDR vs IHE

ILDR

First Trust Innovation Leaders

$14,710

IHE

iShares U.S. Pharmaceuticals

$18,460

MeasureILDRIHE

Fee0.75%0.37%

Cost on $10k a year$75$37

Yield0.00%1.36%

5 years, per year+8.0%+13.0%

3 years, per year+26.4%+25.7%

Worst drop · 1Y−18.7%−9.7%

Volatility · 1Y26.7%19.0%

5–1measures won
IHE first

4.1%

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: ILDR, IHE

Today

4.1%most shared, ILDR and IHE

ILDRIHE

ILDR—4.1%

IHE4.1%—

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

Income After Fees on $10,000

$99most kept, IHE

IHE$136 − $37 = $99

ILDR$0 − $75 = −$75

KeptFee

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