XBI vs VHT

AXBI

BVHT

Measures won1–5VHT wins · of 6 · 5Y

$10,000 · 5Y$14,317VHT · XBI $11,836

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 common16.5%XBI and VHT

XBI

VHT

State Street SPDR S&P Biotech ETF · $10.9BVanguard Health Care ETF · $19.1B

+31.1%3 years · per year$22,550 · $15,815+16.5%

+3.4%5 years · per year$11,836 · $14,317+7.4%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

0.37%12-mo yield$37 · $135 on $10k1.35%

−14.9%Worst dropSmaller wins−10.4%

29.9%VolatilityLower wins16.3%

1–5VHT wins

$10,000 · 5 yearsOne scale

Shared top holdingsXBI · VHT

1.7%AMGN3.2%

1.7%GILD2.6%

1.7%ABBV6.5%

1.5%VRTX1.9%

Held in common16.5%

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	BVHT	Vanguard Health Care ETFRead Desk		0.09%	1.35%	−2.9%	+19.7%	+28.0%	+16.5%	+7.4%	−10.4%	$19.1B
2	AXBI	State Street SPDR S&P Biotech ETFRead Desk		0.35%	0.37%	−6.7%	+21.8%	+37.9%	+31.1%	+3.4%	−14.9%	$10.9B

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	BVHT	Vanguard Health Care ETFRead Desk		0.09%	1.35%	−2.9%	+19.7%	+28.0%	+16.5%	+7.4%	−10.4%	$19.1B
2	AXBI	State Street SPDR S&P Biotech ETFRead Desk		0.35%	0.37%	−6.7%	+21.8%	+37.9%	+31.1%	+3.4%	−14.9%	$10.9B

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

XBI vs VHT

XBI

SPDR S&P Biotech

$11,836

VHT

Vanguard Health Care

$14,317

MeasureXBIVHT

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield0.37%1.35%

5 years, per year+3.4%+7.4%

3 years, per year+31.1%+16.5%

Worst drop · 1Y−14.9%−10.4%

Volatility · 1Y29.9%16.3%

5–1measures won
VHT first

16.5%

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: XBI, VHT

Today

16.5%most shared, XBI and VHT

XBIVHT

XBI—16.5%

VHT16.5%—

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

XBI$37 − $35 = $2

KeptFee

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