PBPH vs TVAL

APBPH

BTVAL

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.13%PBPH · $13 on $10k

Most income0.93%TVAL · $93 on $10k

Smallest drop−7.2%TVAL · worst fall in 1Y

Held in common6.8%PBPH and TVAL

PBPH

TVAL

Portfolio Building Block World Pharma and Biotech Index ETF · $1.2BT. Rowe Price Value ETF · $1.1B

[…]3 years · per year[…] · $18,803+23.4%

[…]5 years · per year[…]

0.13%Expense ratio$13 · $33 on $10k · lower wins0.33%

0.07%12-mo yield$7 · $93 on $10k0.93%

[…]Worst dropSmaller wins−7.2%

[…]VolatilityLower wins10.6%

1–1Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsPBPH · TVAL

9.3%JNJ.TO1.8%

4.1%GILD.TO1.4%

5.2%MRK1.2%

4.8%AZN.L0.7%

Held in common6.8%

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							5Y/yr
1	APBPH	Portfolio Building Block World Pharma and Biotech Index ETFRead Desk		0.13%	0.07%	−0.7%	+22.5%	new	new	new	[…]	$1.2B
2	BTVAL	T. Rowe Price Value ETFRead Desk		0.33%	0.93%	−0.3%	+23.5%	+28.2%	+23.4%	new	−7.2%	$1.1B

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							5Y/yr
1	APBPH	Portfolio Building Block World Pharma and Biotech Index ETFRead Desk		0.13%	0.07%	−0.7%	+22.5%	new	new	new	[…]	$1.2B
2	BTVAL	T. Rowe Price Value ETFRead Desk		0.33%	0.93%	−0.3%	+23.5%	+28.2%	+23.4%	new	−7.2%	$1.1B

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

PBPH vs TVAL

PBPH

Portfolio Building Block World Pharma and Biotech Index

[…]

TVAL

T. Rowe Price Value

[…]

MeasurePBPHTVAL

Fee0.13%0.33%

Cost on $10k a year$13$33

Yield0.07%0.93%

5 years, per year[…][…]

3 years, per year[…]+23.4%

Worst drop · 1Y[…]−7.2%

Volatility · 1Y[…]10.6%

1–1measures won
level

6.8%

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: PBPH, TVAL

Today

6.8%most shared, PBPH and TVAL

PBPHTVAL

PBPH—6.8%

TVAL6.8%—

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

Income After Fees on $10,000

$60most kept, TVAL

TVAL$93 − $33 = $60

PBPH$7 − $13 = −$6

KeptFee

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