MEDI vs IYH

AMEDI

BIYH

Measures won1–4IYH wins · of 6 · 5Y

$10,000 · 5Y$14,317IYH

Lowest cost0.37%IYH · $37 on $10k

Most income1.03%IYH · $103 on $10k

Smallest drop−10.6%IYH · worst fall in 1Y

Held in common28.9%MEDI and IYH

MEDI

IYH

Harbor Health Care ETF (MEDI) · $45MiShares U.S. Healthcare ETF · $4.7B

+19.5%3 years · per year$17,057 · $15,575+15.9%

[…]5 years · per year[…] · $14,317+7.4%

0.80%Expense ratio$80 · $37 on $10k · lower wins0.37%

0.21%12-mo yield$21 · $103 on $10k1.03%

−15.2%Worst dropSmaller wins−10.6%

20.7%VolatilityLower wins16.4%

1–4IYH wins

$10,000 · 5 yearsOne scale

Shared top holdingsMEDI · IYH

22.2%LLY16.4%

2.6%ISRG2.2%

1.7%ABBV7.6%

1.5%UNH5.3%

Held in common28.9%

End-of-day Nov 3, 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	BIYH	iShares U.S. Healthcare ETFRead Desk		0.37%	1.03%	−0.4%	+19.8%	+28.6%	+15.9%	+7.4%	−10.6%	$4.7B
2	AMEDI	Harbor Health Care ETF (MEDI)Read Desk		0.80%	0.21%	+0.3%	+11.5%	+17.2%	+19.5%	new	−15.2%	$45M

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

Both

5Y2 funds

#			Trend
1	BIYH	iShares U.S. Healthcare ETFRead Desk		0.37%	1.03%	−0.4%	+19.8%	+28.6%	+15.9%	+7.4%	−10.6%	$4.7B
2	AMEDI	Harbor Health Care ETF (MEDI)Read Desk		0.80%	0.21%	+0.3%	+11.5%	+17.2%	+19.5%	new	−15.2%	$45M

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

Cards for this view

MEDI vs IYH

MEDI

Harbor Health Care ETF (MEDI)

[…]

IYH

iShares U.S. Healthcare

$14,317

MeasureMEDIIYH

Fee0.80%0.37%

Cost on $10k a year$80$37

Yield0.21%1.03%

5 years, per year[…]+7.4%

3 years, per year+19.5%+15.9%

Worst drop · 1Y−15.2%−10.6%

Volatility · 1Y20.7%16.4%

4–1measures won
IYH first

28.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: MEDI, IYH

Today

28.9%most shared, MEDI and IYH

MEDIIYH

MEDI—28.9%

IYH28.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, IYH

IYH$103 − $37 = $66

MEDI$21 − $80 = −$59

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee