FNCL vs KBWB

AFNCL

BKBWB

Measures won3–3level · of 6 · YTD

$10,000 · YTD$10,748KBWB · FNCL $10,539

Lowest cost0.08%FNCL · $8 on $10k

Most income2.10%KBWB · $210 on $10k

Smallest drop−14.8%FNCL · worst fall in 1Y

Held in common31.1%FNCL and KBWB

YTD

FNCL

KBWB

Fidelity MSCI Financials Index ETF · $2.2BInvesco KBW Bank ETF · $6.8B

+5.4%Year to dateJan 1 → Nov 3+7.5%

+10.8%1 yearTotal return+18.3%

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

1.60%12-mo yield$160 · $210 on $10k2.10%

−14.8%Worst dropSmaller wins−16.4%

14.7%VolatilityLower wins20.0%

3–3Level

$10,000 · since Jan 1One scale

Shared top holdingsFNCL · KBWB

10.0%JPM8.1%

3.6%BAC6.8%

2.9%GS7.4%

2.9%WFC8.4%

Held in common31.1%

End-of-day Nov 3, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

YTD2 funds

#			Trend
1	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.10%	−0.5%	+7.5%	+18.3%	+37.8%	+7.1%	−16.4%	$6.8B
2	AFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.60%	−0.7%	+5.4%	+10.8%	+24.5%	+8.8%	−14.8%	$2.2B

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

Both

YTD2 funds

#			Trend
1	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.10%	−0.5%	+7.5%	+18.3%	+37.8%	+7.1%	−16.4%	$6.8B
2	AFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.60%	−0.7%	+5.4%	+10.8%	+24.5%	+8.8%	−14.8%	$2.2B

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

Cards for this view

FNCL vs KBWB

FNCL

Fidelity MSCI Financials Index

$11,084

KBWB

Invesco KBW Bank

$11,826

MeasureFNCLKBWB

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield1.60%2.10%

5 years, per year+8.8%+7.1%

3 years, per year+24.5%+37.8%

Worst drop · 1Y−14.8%−16.4%

Volatility · 1Y14.7%20.0%

4–2measures won
FNCL first

31.1%

holdings shared

Nov 3, 2026 · $10,000 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FNCL, KBWB

Today

31.1%most shared, FNCL and KBWB

FNCLKBWB

FNCL—31.1%

KBWB31.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$175most kept, KBWB

KBWB$210 − $35 = $175

FNCL$160 − $8 = $152

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee