XHB vs BRSM

AXHB

BBRSM

Measures won2–0XHB wins · of 6 · 5Y

$10,000 · 5Y$13,886XHB

Lowest cost0.35%XHB · $35 on $10k

Most income1.07%XHB · $107 on $10k

Smallest drop−22.8%XHB · worst fall in 1Y

Held in common3.9%XHB and BRSM

XHB

BRSM

State Street SPDR S&P Homebuilders ETF · $1.6BMFS Blended Research Small-Mid Cap ETF · $28M

+14.4%3 years · per year$14,984 · […][…]

+6.8%5 years · per year$13,886 · […][…]

0.35%Expense ratio$35 · $38 on $10k · lower wins0.38%

1.07%12-mo yield$107 · $0 on $10k0.00%

−22.8%Worst dropSmaller wins[…]

28.3%VolatilityLower wins[…]

2–0XHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsXHB · BRSM

3.5%SSD1.0%

3.2%MTH0.9%

3.3%WMS0.8%

3.7%MAS0.7%

Held in common3.9%

End-of-day Nov 3, 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	AXHB	State Street SPDR S&P Homebuilders ETFRead Desk		0.35%	1.07%	−2.5%	0.0%	−1.8%	+14.4%	+6.8%	−22.8%	$1.6B
2	BBRSM	MFS Blended Research Small-Mid Cap ETFRead Desk		0.38%	0.00%	0.0%	new	new	new	new	[…]	$28M

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

Both

5Y2 funds

#			Trend
1	AXHB	State Street SPDR S&P Homebuilders ETFRead Desk		0.35%	1.07%	−2.5%	0.0%	−1.8%	+14.4%	+6.8%	−22.8%	$1.6B
2	BBRSM	MFS Blended Research Small-Mid Cap ETFRead Desk		0.38%	0.00%	0.0%	new	new	new	new	[…]	$28M

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

Cards for this view

XHB vs BRSM

XHB

SPDR S&P Homebuilders

$13,886

BRSM

MFS Blended Research Small-Mid Cap

[…]

MeasureXHBBRSM

Fee0.35%0.38%

Cost on $10k a year$35$38

Yield1.07%0.00%

5 years, per year+6.8%[…]

3 years, per year+14.4%[…]

Worst drop · 1Y−22.8%[…]

Volatility · 1Y28.3%[…]

2–0measures won
XHB first

3.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XHB, BRSM

Today

3.9%most shared, XHB and BRSM

XHBBRSM

XHB—3.9%

BRSM3.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$72most kept, XHB

XHB$107 − $35 = $72

BRSM$0 − $38 = −$38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee