PBE vs SPY

APBE

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · PBE $13,496

Lowest cost0.09%SPY · $9 on $10k

Most income1.34%PBE · $134 on $10k

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

Held in common1.4%PBE and SPY

PBE

SPY

Invesco Biotechnology & Genome ETF · $452MState Street SPDR S&P 500 ETF · $819B

+23.4%3 years · per year$18,770 · $18,039+21.7%

+6.2%5 years · per year$13,496 · $17,118+11.3%

0.59%Expense ratio$59 · $9 on $10k · lower wins0.09%

1.34%12-mo yield$134 · $103 on $10k1.03%

−11.7%Worst dropSmaller wins−8.9%

20.3%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBE · SPY

5.2%AMGN0.4%

5.6%GILD0.3%

4.9%VRTX0.2%

4.1%MRNA0.1%

Held in common1.4%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	APBE	Invesco Biotechnology & Genome ETFRead Desk		0.59%	1.34%	−0.2%	+21.9%	+31.1%	+23.4%	+6.2%	−11.7%	$452M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	APBE	Invesco Biotechnology & Genome ETFRead Desk		0.59%	1.34%	−0.2%	+21.9%	+31.1%	+23.4%	+6.2%	−11.7%	$452M

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

PBE vs SPY

PBE

Invesco Biotechnology & Genome

$13,496

SPY

SPDR S&P 500

$17,118

MeasurePBESPY

Fee0.59%0.09%

Cost on $10k a year$59$9

Yield1.34%1.03%

5 years, per year+6.2%+11.3%

3 years, per year+23.4%+21.7%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y20.3%13.6%

4–2measures won
SPY first

1.4%

holdings shared

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

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

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

Overlap: PBE, SPY

Today

1.4%most shared, PBE and SPY

PBESPY

PBE—1.4%

SPY1.4%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

PBE$134 − $59 = $75

KeptFee

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