DFNL vs IYF

ADFNL

BIYF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,050DFNL · IYF $16,748

Lowest cost0.37%IYF · $37 on $10k

Most income1.42%IYF · $142 on $10k

Smallest drop−12.9%DFNL · worst fall in 1Y

Held in common27.9%DFNL and IYF

DFNL

IYF

Davis Select Financial ETF · $453MiShares U.S. Financials ETF · $3.9B

+28.3%3 years · per year$21,129 · $19,876+25.7%

+12.5%5 years · per year$18,050 · $16,748+10.9%

0.61%Expense ratio$61 · $37 on $10k · lower wins0.37%

1.28%12-mo yield$128 · $142 on $10k1.42%

−12.9%Worst dropSmaller wins−13.9%

14.9%VolatilityLower wins14.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFNL · IYF

5.9%BRK-B12.6%

4.5%JPM11.0%

5.1%WFC3.8%

4.8%CB2.0%

Held in common27.9%

End-of-day Nov 4, 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	ADFNL	Davis Select Financial ETFRead Desk		0.61%	1.28%	+2.4%	+6.8%	+16.9%	+28.3%	+12.5%	−12.9%	$453M
2	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.42%	+3.3%	+7.2%	+13.5%	+25.7%	+10.9%	−13.9%	$3.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFNL	Davis Select Financial ETFRead Desk		0.61%	1.28%	+2.4%	+6.8%	+16.9%	+28.3%	+12.5%	−12.9%	$453M
2	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.42%	+3.3%	+7.2%	+13.5%	+25.7%	+10.9%	−13.9%	$3.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFNL vs IYF

DFNL

Davis Select Financial

$18,050

IYF

iShares U.S. Financials

$16,748

MeasureDFNLIYF

Fee0.61%0.37%

Cost on $10k a year$61$37

Yield1.28%1.42%

5 years, per year+12.5%+10.9%

3 years, per year+28.3%+25.7%

Worst drop · 1Y−12.9%−13.9%

Volatility · 1Y14.9%14.8%

3–3measures won
level

27.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFNL, IYF

Today

27.9%most shared, DFNL and IYF

DFNLIYF

DFNL—27.9%

IYF27.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$105most kept, IYF

IYF$142 − $37 = $105

DFNL$128 − $61 = $67

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee