VHT vs IDNA

AVHT

BIDNA

Measures won5–1VHT wins · of 6 · 5Y

$10,000 · 5Y$14,317VHT · IDNA $8,654

Lowest cost0.09%VHT · $9 on $10k

Most income1.35%VHT · $135 on $10k

Smallest drop−10.4%VHT · worst fall in 1Y

Held in common8.7%VHT and IDNA

VHT

IDNA

Vanguard Health Care ETF · $19.1BiShares Genomics Immunology and Healthcare ETF · $354M

+16.5%3 years · per year$15,815 · $23,655+33.2%

+7.4%5 years · per year$14,317 · $8,654−2.8%

0.09%Expense ratio$9 · $47 on $10k · lower wins0.47%

1.35%12-mo yield$135 · $68 on $10k0.68%

−10.4%Worst dropSmaller wins−10.6%

16.3%VolatilityLower wins30.6%

5–1VHT wins

$10,000 · 5 yearsOne scale

Shared top holdingsVHT · IDNA

5.0%MRK3.3%

1.9%VRTX3.3%

1.1%REGN3.9%

0.9%MRNA14.6%

Held in common8.7%

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	AVHT	Vanguard Health Care ETFRead Desk		0.09%	1.35%	−2.9%	+19.7%	+28.0%	+16.5%	+7.4%	−10.4%	$19.1B
2	BIDNA	iShares Genomics Immunology and Healthcare ETFRead Desk		0.47%	0.68%	−6.2%	+58.8%	+70.0%	+33.2%	−2.8%	−10.6%	$354M

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	AVHT	Vanguard Health Care ETFRead Desk		0.09%	1.35%	−2.9%	+19.7%	+28.0%	+16.5%	+7.4%	−10.4%	$19.1B
2	BIDNA	iShares Genomics Immunology and Healthcare ETFRead Desk		0.47%	0.68%	−6.2%	+58.8%	+70.0%	+33.2%	−2.8%	−10.6%	$354M

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

VHT vs IDNA

VHT

Vanguard Health Care

$14,317

IDNA

iShares Genomics Immunology and Healthcare

$8,654

MeasureVHTIDNA

Fee0.09%0.47%

Cost on $10k a year$9$47

Yield1.35%0.68%

5 years, per year+7.4%−2.8%

3 years, per year+16.5%+33.2%

Worst drop · 1Y−10.4%−10.6%

Volatility · 1Y16.3%30.6%

5–1measures won
VHT first

8.7%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VHT, IDNA

Today

8.7%most shared, VHT and IDNA

VHTIDNA

VHT—8.7%

IDNA8.7%—

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

Income After Fees on $10,000

$126most kept, VHT

VHT$135 − $9 = $126

IDNA$68 − $47 = $21

KeptFee

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