Compare · 3 funds side by side · dividends reinvested

FNCL, KBWB and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,466VGT · best of the three

02 / 04

FNCL, KBWB and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.59%+5.8%+11.3%+23.6%+9.1%−14.8%15.3%$2.3B1.9

Invesco KBW Bank ETFSectors · Financials0.35%2.12%+6.2%+17.1%+35.9%+7.1%−16.4%20.5%$6.9B1.9

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+14.0%+11.1%+28.8%+15.4%−17.5%26.5%$155B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FNCL 2013 · KBWB 2011 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Financials Index ETF · $2.3B$15,425

FNCL

KBWB

Invesco KBW Bank ETF · $6.9B$14,116

$10,000 five years ago, dividends reinvested · they hold 31.1% in common

FNCLMeasureKBWB

+5.8%Year to dateJan 1 → Nov 5+6.2%

+11.3%1 yearTotal return+17.1%

+23.6%3 years · per year$10,000 became $18,881 · $25,073+35.9%

+9.1%5 years · per year$10,000 became $15,425 · $14,116+7.1%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

1.59%Trailing 12-mo yield$159 · $212 a year on $10k2.12%

−14.8%Worst dropSmaller is better−16.4%

15.3%VolatilityLower is calmer20.5%

FNCLKBWB Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FNCL vs KBWB: Top 5 Holdings

Today

FNCL

36.3%in top 5

KBWB

in top 538.7%

FNCLStockKBWB

10.1%JPM8.2%

8.8%BRK-Bnot top 5

not top 5WFC8.4%

7.8%Vnot top 5

not top 5MS7.6%

not top 5GS7.5%

3.6%BAC6.9%

5.9%MAnot top 5

Held in common31.1%

End-of-day Nov 5, 2026 · share of each fund

FNCL vs KBWB Returns, Every Period

FidelityFNCL

+9.1%

5 years, per year

KBWBInvesco

+7.1%

5 years, per year

FNCLKBWBFaded: behind in that period

1–3KBWB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FNCL vs KBWB

YTD

FidelityFNCL

+5.8%

KBWBInvesco

+6.2%

+5.8%Year to date+6.2%

−14.8%Worst drop · 1Y−16.4%

15.3%Volatility · 1Y20.5%

1.6%Yield2.1%

$2.3BAssets$6.9B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNCL, KBWB, VGT

Today

0.08%lowest, FNCL

FundExpense ratioFee$10k

FNCL0.08%$8

VGT0.09%$9

KBWB0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FNCL, KBWB, VGT

2.12%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.12%$212

FNCL1.59%$159

VGT0.44%$44

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, KBWB

KBWB$212 − $35 = $177

FNCL$159 − $8 = $151

VGT$44 − $9 = $35

KeptFee

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

Overlap: FNCL, KBWB, VGT

Today

31.1%most shared, FNCL and KBWB

FNCLKBWBVGT

FNCL—31.1%0.0%

KBWB31.1%—0.0%

VGT0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+17.1%KBWB, at 20.5% volatility

FNCLWorst drop−14.8%15.3% vol

KBWBWorst drop−16.4%20.5% vol

VGTWorst drop−17.5%26.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

KBWBVGT

+6.2%Year to date+14.0%

2.1%Yield0.4%

+17.1%Past year+11.1%

0.35%Fee0.09%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

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