XMHQ vs FBT

AXMHQ

BFBT

Measures won5–1XMHQ wins · of 6 · 5Y

$10,000 · 5Y$16,236XMHQ · FBT $16,141

Lowest cost0.30%XMHQ · $30 on $10k

Most income0.56%XMHQ · $56 on $10k

Smallest drop−8.4%XMHQ · worst fall in 1Y

Held in common8.9%XMHQ and FBT

XMHQ

FBT

Invesco S&P MidCap Quality ETF · $5.9BFirst Trust NYSE Arca Biotechnology Index Fund · $3.1B

+17.8%3 years · per year$16,362 · $20,098+26.2%

+10.2%5 years · per year$16,236 · $16,141+10.0%

0.30%Expense ratio$30 · $55 on $10k · lower wins0.55%

0.56%12-mo yield$56 · $0 on $10k0.00%

−8.4%Worst dropSmaller wins−14.3%

15.1%VolatilityLower wins22.5%

5–1XMHQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMHQ · FBT

3.9%EXEL3.9%

3.1%UTHR3.5%

1.9%NBIX3.7%

Held in common8.9%

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	AXMHQ	Invesco S&P MidCap Quality ETFRead Desk		0.30%	0.56%	−3.2%	+15.2%	+16.2%	+17.8%	+10.2%	−8.4%	$5.9B
2	BFBT	First Trust NYSE Arca Biotechnology Index FundRead Desk		0.55%	0.00%	−5.0%	+28.5%	+39.6%	+26.2%	+10.0%	−14.3%	$3.1B

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	AXMHQ	Invesco S&P MidCap Quality ETFRead Desk		0.30%	0.56%	−3.2%	+15.2%	+16.2%	+17.8%	+10.2%	−8.4%	$5.9B
2	BFBT	First Trust NYSE Arca Biotechnology Index FundRead Desk		0.55%	0.00%	−5.0%	+28.5%	+39.6%	+26.2%	+10.0%	−14.3%	$3.1B

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

XMHQ vs FBT

XMHQ

Invesco S&P MidCap Quality

$16,236

FBT

First Trust NYSE Arca Biotechnology Index Fund

$16,141

MeasureXMHQFBT

Fee0.30%0.55%

Cost on $10k a year$30$55

Yield0.56%0.00%

5 years, per year+10.2%+10.0%

3 years, per year+17.8%+26.2%

Worst drop · 1Y−8.4%−14.3%

Volatility · 1Y15.1%22.5%

5–1measures won
XMHQ first

8.9%

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: XMHQ, FBT

Today

8.9%most shared, XMHQ and FBT

XMHQFBT

XMHQ—8.9%

FBT8.9%—

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

Income After Fees on $10,000

$26most kept, XMHQ

XMHQ$56 − $30 = $26

FBT$0 − $55 = −$55

KeptFee

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