VHT vs SPYM

AVHT

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · VHT $14,891

Lowest cost0.02%SPYM · $2 on $10k

Most income1.31%VHT · $131 on $10k

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

Held in common10.2%VHT and SPYM

VHT

SPYM

Vanguard Health Care ETF · $19.1BState Street SPDR Portfolio S&P 500 ETF · $185B

+17.9%3 years · per year$16,391 · $19,186+24.3%

+8.3%5 years · per year$14,891 · $18,126+12.6%

0.09%Expense ratio$9 · $2 on $10k · lower wins0.02%

1.31%12-mo yield$131 · $101 on $10k1.01%

−10.4%Worst dropSmaller wins−8.9%

16.0%VolatilityLower wins12.8%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsVHT · SPYM

12.9%LLY1.7%

8.8%JNJ1.0%

6.5%ABBV0.8%

4.7%UNH0.6%

Held in common10.2%

End-of-day Nov 4, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	AVHT	Vanguard Health Care ETFRead Desk		0.09%	1.31%	+3.1%	+23.3%	+32.1%	+17.9%	+8.3%	−10.4%	$19.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	AVHT	Vanguard Health Care ETFRead Desk		0.09%	1.31%	+3.1%	+23.3%	+32.1%	+17.9%	+8.3%	−10.4%	$19.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VHT vs SPYM

VHT

Vanguard Health Care

$14,892

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureVHTSPYM

Fee0.09%0.02%

Cost on $10k a year$9$2

Yield1.31%1.01%

5 years, per year+8.3%+12.6%

3 years, per year+17.9%+24.3%

Worst drop · 1Y−10.4%−8.9%

Volatility · 1Y16.0%12.8%

5–1measures won
SPYM first

10.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: VHT, SPYM

Today

10.2%most shared, VHT and SPYM

VHTSPYM

VHT—10.2%

SPYM10.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$122most kept, VHT

VHT$131 − $9 = $122

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee