IXJ vs XBI

AIXJ

BXBI

Measures won4–2IXJ wins · of 6 · 5Y

$10,000 · 5Y$13,862IXJ · XBI $12,272

Lowest cost0.35%XBI · $35 on $10k

Most income1.28%IXJ · $128 on $10k

Smallest drop−10.8%IXJ · worst fall in 1Y

Held in common9.5%IXJ and XBI

IXJ

XBI

iShares Global Healthcare ETF · $4.6BState Street SPDR S&P Biotech ETF · $10.9B

+14.0%3 years · per year$14,818 · $22,660+31.3%

+6.7%5 years · per year$13,862 · $12,272+4.2%

0.38%Expense ratio$38 · $35 on $10k · lower wins0.35%

1.28%12-mo yield$128 · $36 on $10k0.36%

−10.8%Worst dropSmaller wins−14.9%

16.3%VolatilityLower wins30.0%

4–2IXJ wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXJ · XBI

2.8%AMGN1.8%

2.3%GILD1.8%

5.2%ABBV1.8%

1.5%VRTX1.6%

Held in common9.5%

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

Both

5Y2 funds

#			Trend
1	AIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.28%	+0.1%	+17.0%	+25.1%	+14.0%	+6.7%	−10.8%	$4.6B
2	BXBI	State Street SPDR S&P Biotech ETFRead Desk		0.35%	0.36%	+2.6%	+25.0%	+40.0%	+31.3%	+4.2%	−14.9%	$10.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.28%	+0.1%	+17.0%	+25.1%	+14.0%	+6.7%	−10.8%	$4.6B
2	BXBI	State Street SPDR S&P Biotech ETFRead Desk		0.35%	0.36%	+2.6%	+25.0%	+40.0%	+31.3%	+4.2%	−14.9%	$10.9B

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

IXJ vs XBI

IXJ

iShares Global Healthcare

$13,862

XBI

SPDR S&P Biotech

$12,272

MeasureIXJXBI

Fee0.38%0.35%

Cost on $10k a year$38$35

Yield1.28%0.36%

5 years, per year+6.7%+4.2%

3 years, per year+14.0%+31.3%

Worst drop · 1Y−10.8%−14.9%

Volatility · 1Y16.3%30.0%

4–2measures won
IXJ first

9.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IXJ, XBI

Today

9.5%most shared, IXJ and XBI

IXJXBI

IXJ—9.5%

XBI9.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, IXJ

IXJ$128 − $38 = $90

XBI$36 − $35 = $1

KeptFee

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