IXJ vs SPYM

AIXJ

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · IXJ $14,393

Lowest cost0.02%SPYM · $2 on $10k

Most income1.25%IXJ · $125 on $10k

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

Held in common10.2%IXJ and SPYM

IXJ

SPYM

iShares Global Healthcare ETF · $4.7BState Street SPDR Portfolio S&P 500 ETF · $182B

+15.2%3 years · per year$15,304 · $19,186+24.3%

+7.6%5 years · per year$14,393 · $18,126+12.6%

0.38%Expense ratio$38 · $2 on $10k · lower wins0.02%

1.25%12-mo yield$125 · $101 on $10k1.01%

−10.8%Worst dropSmaller wins−8.9%

16.1%VolatilityLower wins12.8%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXJ · SPYM

11.6%LLY1.7%

6.6%JNJ1.0%

5.2%ABBV0.8%

4.1%UNH0.6%

Held in common10.2%

End-of-day Nov 4, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.25%	+3.2%	+19.7%	+28.6%	+15.2%	+7.6%	−10.8%	$4.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.25%	+3.2%	+19.7%	+28.6%	+15.2%	+7.6%	−10.8%	$4.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IXJ vs SPYM

IXJ

iShares Global Healthcare

$14,393

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureIXJSPYM

Fee0.38%0.02%

Cost on $10k a year$38$2

Yield1.25%1.01%

5 years, per year+7.6%+12.6%

3 years, per year+15.2%+24.3%

Worst drop · 1Y−10.8%−8.9%

Volatility · 1Y16.1%12.8%

5–1measures won
SPYM first

10.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IXJ, SPYM

Today

10.2%most shared, IXJ and SPYM

IXJSPYM

IXJ—10.2%

SPYM10.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

IXJ$125 − $38 = $87

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee