MEDX vs SPY

AMEDX

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.07%MEDX · $107 on $10k

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

Held in common5.3%MEDX and SPY

MEDX

SPY

Horizon Kinetics Medical ETF · $18MState Street SPDR S&P 500 ETF · $792B

+13.5%3 years · per year$14,630 · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

0.85%Expense ratio$85 · $9 on $10k · lower wins0.09%

1.07%12-mo yield$107 · $100 on $10k1.00%

−10.6%

End-of-day Nov 11, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	AMEDX	Horizon Kinetics Medical ETFRead Desk		0.85%	1.07%	+0.3%	+15.1%	+21.8%	+13.5%	new	−10.6%	$18M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	AMEDX	Horizon Kinetics Medical ETFRead Desk		0.85%	1.07%	+0.3%	+15.1%	+21.8%	+13.5%	new	−10.6%	$18M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MEDX vs SPY

MEDX

Horizon Kinetics Medical

[…]

SPY

SPDR S&P 500

$17,481

MeasureMEDXSPY

Fee0.85%0.09%

Cost on $10k a year$85$9

Yield1.07%1.00%

5 years, per year[…]+11.8%

3 years, per year+13.5%+21.8%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y19.3%13.7%

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MEDX vs SPY

Both

Both

$10,000 in MEDX, SPY

Overlap: MEDX, SPY

MEDX vs SPY

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Overlap: MEDX, SPY

Income After Fees on $10,000