Compare · 3 funds side by side · dividends reinvested

INVN, KYC and FINX

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$4,990FINX · best of the three

Story of the three · IncomeMost incomeFINX · 0.89% · $89 a year on $10k

Story of the three · RiskSmallest drop

INVN, KYC and FINX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alger Russell Innovation ETFThematic · Disruptive tech0.55%0.23%+25.6%+27.0%[…][…]−20.4%25.1%$11M1.3

Global X - FinTech ETFUnsorted0.68%0.89%−18.0%−24.1%+7.0%−13.0%−30.0%30.9%$153M1.8

Corgi ETF Trust I - Corgi Digital Banking & Fintech Infrastructure ETFThematic · Infrastructure0.35%0.00%[…][…][…][…][…][…]$389K2.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: INVN 2025 · KYC 2026 · FINX 2016

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Alger Russell Innovation ETF · $11M[…]

INVN

KYC

Corgi ETF Trust I - Corgi Digital Banking & Fintech Infrastructure ETF · $389K[…]

$10,000 five years ago, dividends reinvested · they hold 7.5% in common

INVN

More Ways to See the Pairs

INVN vs KYC: Top 5 Holdings

Today

INVN

12.4%in top 5

KYC

in top 531.1%

INVNStockKYC

not top 5V11.0%

not top 5MA9.6%

not top 5INTU3.7%

not top 5MELI3.4%

not top 5PYPL3.4%

Cost, Income and Risk

Fees: INVN, KYC, FINX

Today

0.35%lowest, KYC

FundExpense ratioFee$10k

KYC0.35%$35

INVN0.55%$55

FINX0.68%$68

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: INVN, KYC, FINX

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

KYC

+25.6%Year to dateJan 1 → Nov 13[…]

+27.0%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.55%Expense ratio$55 · $35 a year on $10k · lower is better0.35%

0.23%Trailing 12-mo yield$23 · $0 a year on $10k0.00%

−20.4%Worst dropSmaller is better[…]

25.1%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%PCORnot top 5

2.5%RBLXnot top 5

2.5%Unot top 5

2.5%DOCUnot top 5

2.4%EXELnot top 5

Held in common7.5%

End-of-day Nov 13, 2026 · share of each fund

INVN vs KYC Returns, Every Period

1Y

AlgerINVN

+27.0%

past year

KYCCorgi Funds

[…]

past year

Returns […]

INVNKYCFaded: behind in that period

0–0Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Thematic vs Unsorted: INVN vs FINX

YTD

AlgerINVN

+25.6%

FINXGlobal X

−18.0%

+25.6%Year to date−18.0%

−20.4%Worst drop · 1Y−30.0%

25.1%Volatility · 1Y30.9%

0.2%Yield0.9%

$10.9MAssets$153M

3–1INVN wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

0.89%highest, FINX

FundTrailing yieldYield$10k

FINX0.89%$89

INVN0.23%$23

KYC0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$21most kept, FINX

FINX$89 − $68 = $21

INVN$23 − $55 = −$32

KYC$0 − $35 = −$35

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: INVN, KYC, FINX

Today

30.2%most shared, KYC and FINX

INVNKYCFINX

INVN—7.5%3.1%

KYC7.5%—30.2%

FINX3.1%30.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+27.0%INVN, at 25.1% volatility

INVNWorst drop−20.4%25.1% vol

FINXWorst drop−30.0%30.9% vol

KYCWorst drop[…][…]

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

FINXINVN

−18.0%Year to date+25.6%

0.9%Yield0.2%

−24.1%Past year+27.0%

0.68%Fee0.55%

3–1INVN wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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INVN, KYC and FINX

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three