Compare · 3 funds side by side · dividends reinvested

FNCL, LBO and VGT

FNCLFidelity×LBOWHITEWOLF×VGTVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,649VGT · best of the three

02 / 04

FNCL, LBO and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.60%+5.2%+10.2%+23.1%+9.0%−14.8%15.3%$2.3B1.6

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B1.8

WHITEWOLF Publicly Listed Private Equity ETFUnsorted6.53%6.25%−9.4%−4.6%[…][…]−25.1%24.1%$7M2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: FNCL 2013 · LBO 2023 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Financials Index ETF · $2.3B$15,379

FNCL

LBO

WHITEWOLF Publicly Listed Private Equity ETF · $7M[…]

$10,000 five years ago, dividends reinvested · they hold 4.8% in common

FNCLMeasureLBO

+5.2%Year to dateJan 1 → Nov 6−9.4%

+10.2%1 yearTotal return−4.6%

+23.1%3 years · per year$10,000 became $18,650 · […][…]

+9.0%5 years · per year$10,000 became $15,379 · […][…]

0.08%Expense ratio$8 · $653 a year on $10k · lower is better6.53%

1.60%Trailing 12-mo yield$160 · $625 a year on $10k6.25%

−14.8%Worst dropSmaller is better−25.1%

15.3%VolatilityLower is calmer24.1%

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

5–1FNCL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FNCL vs LBO: Top 5 Holdings

Today

FNCL

36.2%in top 5

LBO

in top 543.8%

FNCLStockLBO

not top 5ARCC10.5%

not top 5APO10.0%

10.0%JPMnot top 5

9.0%BRK-Bnot top 5

not top 5ARES8.2%

7.8%Vnot top 5

not top 5KKR7.6%

not top 5BXSL7.5%

5.9%MAnot top 5

3.6%BACnot top 5

Held in common4.8%

End-of-day Nov 6, 2026 · share of each fund

FNCL vs LBO Returns, Every Period

FidelityFNCL

+10.2%

past year

LBOWHITEWOLF

−4.6%

past year

FNCLLBOFaded: behind in that period

2–0FNCL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Unsorted: FNCL vs LBO

YTD

FidelityFNCL

+5.2%

LBOWHITEWOLF

−9.4%

+5.2%Year to date−9.4%

−14.8%Worst drop · 1Y−25.1%

15.3%Volatility · 1Y24.1%

1.6%Yield6.2%

$2.3BAssets$6.6M

3–1FNCL wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNCL, LBO, VGT

Today

0.08%lowest, FNCL

FundExpense ratioFee$10k

FNCL0.08%$8

VGT0.09%$9

LBO6.53%$653

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FNCL, LBO, VGT

6.25%highest, LBO

FundTrailing yieldYield$10k

LBO6.25%$625

FNCL1.60%$160

VGT0.44%$44

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$152most kept, FNCL

FNCL$160 − $8 = $152

VGT$44 − $9 = $35

LBO$625 − $653 = −$28

KeptFee

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

Overlap: FNCL, LBO, VGT

Today

4.8%most shared, FNCL and LBO

FNCLLBOVGT

FNCL—4.8%0.0%

LBO4.8%—0.0%

VGT0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+12.1%VGT, at 26.5% volatility

FNCLWorst drop−14.8%15.3% vol

LBOWorst drop−25.1%24.1% vol

VGTWorst drop−17.5%26.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

LBOVGT

−9.4%Year to date+15.6%

6.2%Yield0.4%

−4.6%Past year+12.1%

6.53%Fee0.09%

3–1VGT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

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

$117BAssets$155B

1–1level

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