DFNL vs KBWB

ADFNL

BKBWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,050DFNL · KBWB $14,817

Lowest cost0.35%KBWB · $35 on $10k

Most income2.05%KBWB · $205 on $10k

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

Held in common36.0%DFNL and KBWB

DFNL

KBWB

Davis Select Financial ETF · $455MInvesco KBW Bank ETF · $6.8B

+28.3%3 years · per year$21,129 · $26,300+38.0%

+12.5%5 years · per year$18,050 · $14,817+8.2%

0.61%Expense ratio$61 · $35 on $10k · lower wins0.35%

1.28%12-mo yield$128 · $205 on $10k2.05%

−12.9%Worst dropSmaller wins−16.4%

14.9%VolatilityLower wins20.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFNL · KBWB

5.1%WFC8.4%

4.5%JPM8.1%

5.9%FITB4.3%

10.7%COF4.1%

Held in common36.0%

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%	$455M
2	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.8B

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%	$455M
2	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.8B

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 KBWB

DFNL

Davis Select Financial

$18,050

KBWB

Invesco KBW Bank

$14,817

MeasureDFNLKBWB

Fee0.61%0.35%

Cost on $10k a year$61$35

Yield1.28%2.05%

5 years, per year+12.5%+8.2%

3 years, per year+28.3%+38.0%

Worst drop · 1Y−12.9%−16.4%

Volatility · 1Y14.9%20.2%

3–3measures won
level

36.0%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFNL, KBWB

Today

36.0%most shared, DFNL and KBWB

DFNLKBWB

DFNL—36.0%

KBWB36.0%—

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

Income After Fees on $10,000

$170most kept, KBWB

KBWB$205 − $35 = $170

DFNL$128 − $61 = $67

KeptFee

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