USMD vs IBB

AUSMD

BIBB

Measures won0–2IBB wins · of 6 · 5Y

$10,000 · 5Y$13,275IBB

Lowest cost0.44%IBB · $44 on $10k

Most income0.16%IBB · $16 on $10k

Smallest drop−9.6%IBB · worst fall in 1Y

Held in common0.5%USMD and IBB

USMD

IBB

CoreValues America First Technology ETF · $0MiShares Biotechnology ETF · $11.0B

[…]3 years · per year[…] · $18,606+23.0%

[…]5 years · per year[…] · $13,275+5.8%

0.87%Expense ratio$87 · $44 on $10k · lower wins0.44%

0.00%12-mo yield$0 · $16 on $10k0.16%

[…]Worst dropSmaller wins−9.6%

[…]VolatilityLower wins23.4%

0–2IBB wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMD · IBB

1.9%TEM0.5%

Held in common0.5%

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

Both

5Y2 funds

#			Trend
1	BIBB	iShares Biotechnology ETFRead Desk		0.44%	0.16%	−5.0%	+24.5%	+34.8%	+23.0%	+5.8%	−9.6%	$11.0B
2	AUSMD	CoreValues America First Technology ETFRead Desk		0.87%	0.00%	−8.4%	new	new	new	new	[…]	$290K

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

Both

5Y2 funds

#			Trend
1	BIBB	iShares Biotechnology ETFRead Desk		0.44%	0.16%	−5.0%	+24.5%	+34.8%	+23.0%	+5.8%	−9.6%	$11.0B
2	AUSMD	CoreValues America First Technology ETFRead Desk		0.87%	0.00%	−8.4%	new	new	new	new	[…]	$290K

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

USMD vs IBB

USMD

CoreValues America First Technology

[…]

IBB

iShares Biotechnology

$13,275

MeasureUSMDIBB

Fee0.87%0.44%

Cost on $10k a year$87$44

Yield0.00%0.16%

5 years, per year[…]+5.8%

3 years, per year[…]+23.0%

Worst drop · 1Y[…]−9.6%

Volatility · 1Y[…]23.4%

2–0measures won
IBB first

0.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: USMD, IBB

Today

0.5%most shared, USMD and IBB

USMDIBB

USMD—0.5%

IBB0.5%—

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

Income After Fees on $10,000

−$28most kept, IBB

IBB$16 − $44 = −$28

USMD$0 − $87 = −$87

KeptFee

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