PBE vs VOO

APBE

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.34%PBE · $134 on $10k

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

Held in common1.2%PBE and VOO

PBE

VOO

Invesco Biotechnology & Genome ETF · $430MVanguard S&P 500 ETF · $1.00T

+23.4%3 years · per year$18,770 · $18,079+21.8%

+6.2%5 years · per year$13,496 · $17,177+11.4%

0.59%Expense ratio$59 · $3 on $10k · lower wins0.03%

1.34%12-mo yield$134 · $110 on $10k1.10%

−11.7%Worst dropSmaller wins−8.9%

20.3%VolatilityLower wins13.5%

2–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBE · VOO

5.2%AMGN0.3%

5.6%GILD0.3%

4.9%VRTX0.2%

5.4%REGN0.1%

Held in common1.2%

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	APBE	Invesco Biotechnology & Genome ETFRead Desk	0.59%	1.34%	−0.2%	+21.9%	+31.1%	+23.4%	+6.2%	−11.7%	$430M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	APBE	Invesco Biotechnology & Genome ETFRead Desk	0.59%	1.34%	−0.2%	+21.9%	+31.1%	+23.4%	+6.2%	−11.7%	$430M

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 VOO

PBE

Invesco Biotechnology & Genome

$13,496

VOO

Vanguard S&P 500

$17,177

MeasurePBEVOO

Fee0.59%0.03%

Cost on $10k a year$59$3

Yield1.34%1.10%

5 years, per year+6.2%+11.4%

3 years, per year+23.4%+21.8%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y20.3%13.5%

4–2measures won
VOO first

1.2%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: PBE, VOO, IVV

Today

92.2%most shared, VOO and IVV

PBEVOOIVV

PBE—1.2%1.4%

VOO1.2%—92.2%

IVV1.4%92.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

PBE$134 − $59 = $75

KeptFee

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