JDOC vs XBI

AJDOC

BXBI

Measures won3–1JDOC wins · of 6 · 5Y

$10,000 · 5Y$12,272XBI

Lowest cost0.35%XBI · $35 on $10k

Most income0.77%JDOC · $77 on $10k

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

Held in common11.3%JDOC and XBI

JDOC

XBI

JPMorgan Healthcare Leaders ETF · $10MState Street SPDR S&P Biotech ETF · $10.0B

[…]3 years · per year[…] · $22,660+31.3%

[…]5 years · per year[…] · $12,272+4.2%

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

0.77%12-mo yield$77 · $36 on $10k0.36%

−9.7%Worst dropSmaller wins−14.9%

15.8%VolatilityLower wins30.0%

3–1JDOC wins

$10,000 · 5 yearsOne scale

Shared top holdingsJDOC · XBI

8.4%ABBV1.8%

2.0%REGN1.7%

1.6%BIIB1.8%

1.6%VRTX1.6%

Held in common11.3%

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	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%	$10.0B
2	AJDOC	JPMorgan Healthcare Leaders ETFRead Desk		0.65%	0.77%	+0.3%	+14.4%	+22.3%	new	new	−9.7%	$10M

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	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%	$10.0B
2	AJDOC	JPMorgan Healthcare Leaders ETFRead Desk		0.65%	0.77%	+0.3%	+14.4%	+22.3%	new	new	−9.7%	$10M

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

JDOC vs XBI

JDOC

JPMorgan Healthcare Leaders

[…]

XBI

SPDR S&P Biotech

$12,272

MeasureJDOCXBI

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield0.77%0.36%

5 years, per year[…]+4.2%

3 years, per year[…]+31.3%

Worst drop · 1Y−9.7%−14.9%

Volatility · 1Y15.8%30.0%

3–1measures won
JDOC first

11.3%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JDOC, XBI

Today

11.3%most shared, JDOC and XBI

JDOCXBI

JDOC—11.3%

XBI11.3%—

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

Income After Fees on $10,000

$12most kept, JDOC

JDOC$77 − $65 = $12

XBI$36 − $35 = $1

KeptFee

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