MEDI vs XBI

AMEDI

BXBI

Measures won1–4XBI wins · of 6 · 5Y

$10,000 · 5Y$13,100XBI

Lowest cost0.35%XBI · $35 on $10k

Most income0.34%XBI · $34 on $10k

Smallest drop−14.9%XBI · worst fall in 1Y

Held in common17.9%MEDI and XBI

MEDI

XBI

Harbor Health Care ETF (MEDI) · $47MState Street SPDR S&P Biotech ETF · $10.6B

+20.1%3 years · per year$17,345 · $24,560+34.9%

[…]5 years · per year[…] · $13,100+5.5%

0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%

0.21%12-mo yield$21 · $34 on $10k0.34%

−15.2%Worst dropSmaller wins−14.9%

20.8%VolatilityLower wins29.1%

1–4XBI wins

$10,000 · 5 yearsOne scale

Shared top holdingsMEDI · XBI

2.4%UTHR1.7%

2.1%NTRA1.7%

1.6%ABBV1.7%

1.6%PTCT1.5%

Held in common17.9%

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	BXBI	State Street SPDR S&P Biotech ETFRead Desk		0.35%	0.34%	+2.7%	+30.6%	+45.4%	+34.9%	+5.5%	−14.9%	$10.6B
2	AMEDI	Harbor Health Care ETF (MEDI)Read Desk		0.80%	0.21%	+1.9%	+13.6%	+19.4%	+20.1%	new	−15.2%	$47M

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	BXBI	State Street SPDR S&P Biotech ETFRead Desk		0.35%	0.34%	+2.7%	+30.6%	+45.4%	+34.9%	+5.5%	−14.9%	$10.6B
2	AMEDI	Harbor Health Care ETF (MEDI)Read Desk		0.80%	0.21%	+1.9%	+13.6%	+19.4%	+20.1%	new	−15.2%	$47M

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

MEDI vs XBI

MEDI

Harbor Health Care ETF (MEDI)

[…]

XBI

SPDR S&P Biotech

$13,100

MeasureMEDIXBI

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield0.21%0.34%

5 years, per year[…]+5.5%

3 years, per year+20.1%+34.9%

Worst drop · 1Y−15.2%−14.9%

Volatility · 1Y20.8%29.1%

4–1measures won
XBI first

17.9%

holdings shared

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

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

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

Overlap: MEDI, XBI

Today

17.9%most shared, MEDI and XBI

MEDIXBI

MEDI—17.9%

XBI17.9%—

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

Income After Fees on $10,000

−$1most kept, XBI

XBI$34 − $35 = −$1

MEDI$21 − $80 = −$59

KeptFee

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