PBPH vs TVAL

APBPH

BTVAL

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,052VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.94%TVAL · $94 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[…] · $18,435+22.6%

[…]5 years · per year[…]

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

0.07%12-mo yield$7 · $94 on $10k0.94%

[…]Worst dropSmaller wins−7.2%

[…]VolatilityLower wins11.2%

1–1Level

$10,000 · 5 yearsAll three, one scale

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 5, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	APBPH	Portfolio Building Block World Pharma and Biotech Index ETFRead Desk	0.13%	0.07%	−2.6%	+22.8%	new	new	new	[…]	$1.2B
3	BTVAL	T. Rowe Price Value ETFRead Desk	0.33%	0.94%	−2.6%	+23.1%	+28.3%	+22.6%	new	−7.2%	$1.1B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	APBPH	Portfolio Building Block World Pharma and Biotech Index ETFRead Desk	0.13%	0.07%	−2.6%	+22.8%	new	new	new	[…]	$1.2B
3	BTVAL	T. Rowe Price Value ETFRead Desk	0.33%	0.94%	−2.6%	+23.1%	+28.3%	+22.6%	new	−7.2%	$1.1B

End-of-day Nov 5, 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%0.94%

5 years, per year[…][…]

3 years, per year[…]+22.6%

Worst drop · 1Y[…]−7.2%

Volatility · 1Y[…]11.2%

1–1measures won
level

6.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PBPH, TVAL, VUG

Today

6.8%most shared, PBPH and TVAL

PBPHTVALVUG

PBPH—6.8%0.5%

TVAL6.8%—3.6%

VUG0.5%3.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$61most kept, TVAL

TVAL$94 − $33 = $61

VUG$43 − $3 = $40

PBPH$7 − $13 = −$6

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee