ILDR vs IHE

AILDR

BIHE

Measures won1–5IHE wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · IHE $18,497

Lowest cost0.35%SMH · $35 on $10k

Most income1.34%IHE · $134 on $10k

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

Held in common4.2%ILDR and IHE

ILDR

IHE

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

+26.9%3 years · per year$20,427 · $20,049+26.1%

+8.7%5 years · per year$15,165 · $18,497+13.1%

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

0.00%12-mo yield$0 · $134 on $10k1.34%

−18.7%Worst dropSmaller wins−9.7%

26.8%VolatilityLower wins19.1%

1–5IHE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsILDR · IHE

4.2%LLY26.4%

Held in common4.2%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BIHE	iShares U.S. Pharmaceuticals ETFRead Desk	0.37%	1.34%	+1.0%	+26.8%	+41.9%	+26.1%	+13.1%	−9.7%	$1.6B
3	AILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+2.4%	+3.0%	+0.2%	+26.9%	+8.7%	−18.7%	$332M

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BIHE	iShares U.S. Pharmaceuticals ETFRead Desk	0.37%	1.34%	+1.0%	+26.8%	+41.9%	+26.1%	+13.1%	−9.7%	$1.6B
3	AILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+2.4%	+3.0%	+0.2%	+26.9%	+8.7%	−18.7%	$332M

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

ILDR vs IHE

ILDR

First Trust Innovation Leaders

$15,165

IHE

iShares U.S. Pharmaceuticals

$18,497

MeasureILDRIHE

Fee0.75%0.37%

Cost on $10k a year$75$37

Yield0.00%1.34%

5 years, per year+8.7%+13.1%

3 years, per year+26.9%+26.1%

Worst drop · 1Y−18.7%−9.7%

Volatility · 1Y26.8%19.1%

5–1measures won
IHE first

4.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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

Overlap: ILDR, IHE, SMH

Today

22.9%most shared, ILDR and SMH

ILDRIHESMH

ILDR—4.2%22.9%

IHE4.2%—0.0%

SMH22.9%0.0%—

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

SMH$24 − $35 = −$11

ILDR$0 − $75 = −$75

KeptFee

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