XPH vs SPY

AXPH

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · XPH $14,373

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common3.9%XPH and SPY

XPH

SPY

State Street SPDR S&P Pharmaceuticals ETF · $490MState Street SPDR S&P 500 ETF · $819B

+23.0%3 years · per year$18,606 · $18,039+21.7%

+7.5%5 years · per year$14,373 · $17,118+11.3%

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

0.42%12-mo yield$42 · $103 on $10k1.03%

−16.5%Worst dropSmaller wins−8.9%

24.2%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsXPH · SPY

2.6%LLY1.7%

2.2%JNJ1.0%

2.1%MRK0.6%

2.3%PFE0.3%

Held in common3.9%

End-of-day Nov 6, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AXPH	State Street SPDR S&P Pharmaceuticals ETFRead Desk		0.35%	0.42%	+3.4%	+15.9%	+33.8%	+23.0%	+7.5%	−16.5%	$490M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AXPH	State Street SPDR S&P Pharmaceuticals ETFRead Desk		0.35%	0.42%	+3.4%	+15.9%	+33.8%	+23.0%	+7.5%	−16.5%	$490M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XPH vs SPY

XPH

SPDR S&P Pharmaceuticals

$14,373

SPY

SPDR S&P 500

$17,118

MeasureXPHSPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield0.42%1.03%

5 years, per year+7.5%+11.3%

3 years, per year+23.0%+21.7%

Worst drop · 1Y−16.5%−8.9%

Volatility · 1Y24.2%13.6%

5–1measures won
SPY first

3.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XPH, SPY

Today

3.9%most shared, XPH and SPY

XPHSPY

XPH—3.9%

SPY3.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

XPH$42 − $35 = $7

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee