PPH vs SPY

APPH

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,424PPH · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income1.80%PPH · $180 on $10k

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

Held in common5.0%PPH and SPY

PPH

SPY

VanEck Pharmaceutical ETF · $1.1BState Street SPDR S&P 500 ETF · $819B

+18.7%3 years · per year$16,725 · $18,039+21.7%

+11.7%5 years · per year$17,424 · $17,118+11.3%

0.36%Expense ratio$36 · $9 on $10k · lower wins0.09%

1.80%12-mo yield$180 · $103 on $10k1.03%

−10.8%Worst dropSmaller wins−8.9%

18.8%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPPH · SPY

22.4%LLY1.7%

3.3%JNJ1.0%

3.7%ABBV0.8%

12.4%MRK0.6%

Held in common5.0%

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	APPH	VanEck Pharmaceutical ETFRead Desk		0.36%	1.80%	−0.2%	+17.2%	+29.4%	+18.7%	+11.7%	−10.8%	$1.1B
2	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

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	APPH	VanEck Pharmaceutical ETFRead Desk		0.36%	1.80%	−0.2%	+17.2%	+29.4%	+18.7%	+11.7%	−10.8%	$1.1B
2	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

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

PPH vs SPY

PPH

VanEck Pharmaceutical

$17,424

SPY

SPDR S&P 500

$17,118

MeasurePPHSPY

Fee0.36%0.09%

Cost on $10k a year$36$9

Yield1.80%1.03%

5 years, per year+11.7%+11.3%

3 years, per year+18.7%+21.7%

Worst drop · 1Y−10.8%−8.9%

Volatility · 1Y18.8%13.6%

4–2measures won
SPY first

5.0%

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: PPH, SPY

Today

5.0%most shared, PPH and SPY

PPHSPY

PPH—5.0%

SPY5.0%—

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

Income After Fees on $10,000

$144most kept, PPH

PPH$180 − $36 = $144

SPY$103 − $9 = $94

KeptFee

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