RDIV vs IHE

ARDIV

BIHE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,993RDIV · IHE $18,497

Lowest cost0.37%IHE · $37 on $10k

Most income3.45%RDIV · $345 on $10k

Smallest drop−9.7%IHE · worst fall in 1Y

Held in common4.3%RDIV and IHE

RDIV

IHE

Invesco S&P Ultra Dividend Revenue ETF · $1.5BiShares U.S. Pharmaceuticals ETF · $1.6B

+25.1%3 years · per year$19,584 · $20,049+26.1%

+13.7%5 years · per year$18,993 · $18,497+13.1%

0.39%Expense ratio$39 · $37 on $10k · lower wins0.37%

3.45%12-mo yield$345 · $134 on $10k1.34%

−10.7%Worst dropSmaller wins−9.7%

13.8%VolatilityLower wins19.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRDIV · IHE

4.9%BMY4.3%

Held in common4.3%

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	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.45%	−1.3%	+21.9%	+23.3%	+25.1%	+13.7%	−10.7%	$1.5B
2	BIHE	iShares U.S. Pharmaceuticals ETFRead Desk		0.37%	1.34%	+1.0%	+26.8%	+41.9%	+26.1%	+13.1%	−9.7%	$1.6B

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	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.45%	−1.3%	+21.9%	+23.3%	+25.1%	+13.7%	−10.7%	$1.5B
2	BIHE	iShares U.S. Pharmaceuticals ETFRead Desk		0.37%	1.34%	+1.0%	+26.8%	+41.9%	+26.1%	+13.1%	−9.7%	$1.6B

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

RDIV vs IHE

RDIV

Invesco S&P Ultra Dividend Revenue

$18,993

IHE

iShares U.S. Pharmaceuticals

$18,497

MeasureRDIVIHE

Fee0.39%0.37%

Cost on $10k a year$39$37

Yield3.45%1.34%

5 years, per year+13.7%+13.1%

3 years, per year+25.1%+26.1%

Worst drop · 1Y−10.7%−9.7%

Volatility · 1Y13.8%19.1%

3–3measures won
level

4.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: RDIV, IHE

Today

4.3%most shared, RDIV and IHE

RDIVIHE

RDIV—4.3%

IHE4.3%—

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

Income After Fees on $10,000

$306most kept, RDIV

RDIV$345 − $39 = $306

IHE$134 − $37 = $97

KeptFee

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