PSCH vs XBI

APSCH

BXBI

Measures won2–4XBI wins · of 6 · 5Y

$10,000 · 5Y$12,576XBI · PSCH $9,299

Lowest cost0.29%PSCH · $29 on $10k

Most income0.35%XBI · $35 on $10k

Smallest drop−14.9%XBI · worst fall in 1Y

Held in common10.9%PSCH and XBI

PSCH

XBI

Invesco S&P SmallCap Health Care ETF · $178MState Street SPDR S&P Biotech ETF · $10.5B

+16.9%3 years · per year$15,990 · $24,320+34.5%

−1.4%5 years · per year$9,299 · $12,576+4.7%

0.29%Expense ratio$29 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $35 on $10k0.35%

−15.4%Worst dropSmaller wins−14.9%

19.6%VolatilityLower wins29.1%

2–4XBI wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSCH · XBI

4.4%TGTX1.5%

3.9%ALKS1.4%

4.6%PTGX1.4%

2.6%PTCT1.4%

Held in common10.9%

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
1	BXBI	State Street SPDR S&P Biotech ETFRead Desk		0.35%	0.35%	+1.9%	+27.2%	+38.1%	+34.5%	+4.7%	−14.9%	$10.5B
2	APSCH	Invesco S&P SmallCap Health Care ETFRead Desk		0.29%	0.00%	+0.3%	+25.9%	+31.0%	+16.9%	−1.4%	−15.4%	$178M

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
1	BXBI	State Street SPDR S&P Biotech ETFRead Desk		0.35%	0.35%	+1.9%	+27.2%	+38.1%	+34.5%	+4.7%	−14.9%	$10.5B
2	APSCH	Invesco S&P SmallCap Health Care ETFRead Desk		0.29%	0.00%	+0.3%	+25.9%	+31.0%	+16.9%	−1.4%	−15.4%	$178M

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

PSCH vs XBI

PSCH

Invesco S&P SmallCap Health Care

$9,299

XBI

SPDR S&P Biotech

$12,576

MeasurePSCHXBI

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield0.00%0.35%

5 years, per year−1.4%+4.7%

3 years, per year+16.9%+34.5%

Worst drop · 1Y−15.4%−14.9%

Volatility · 1Y19.6%29.1%

4–2measures won
XBI first

10.9%

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: PSCH, XBI

Today

10.9%most shared, PSCH and XBI

PSCHXBI

PSCH—10.9%

XBI10.9%—

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

Income After Fees on $10,000

$0most kept, XBI

XBI$35 − $35 = $0

PSCH$0 − $29 = −$29

KeptFee

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