DFNL vs KRE

ADFNL

BKRE

Measures won4–2DFNL wins · of 6 · 5Y

$10,000 · 5Y$17,632DFNL · KRE $11,657

Lowest cost0.35%KRE · $35 on $10k

Most income2.23%KRE · $223 on $10k

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

Held in common2.1%DFNL and KRE

DFNL

KRE

Davis Select Financial ETF · $453MState Street SPDR S&P Regional Banking ETF · $4.2B

+27.3%3 years · per year$20,631 · $19,768+25.5%

+12.0%5 years · per year$17,632 · $11,657+3.1%

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

1.30%12-mo yield$130 · $223 on $10k2.23%

−12.9%Worst dropSmaller wins−15.0%

15.0%VolatilityLower wins20.7%

4–2DFNL wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFNL · KRE

2.3%TFC1.1%

1.3%MTB1.0%

Held in common2.1%

End-of-day Nov 5, 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%	1.30%	−1.8%	+4.9%	+15.0%	+27.3%	+12.0%	−12.9%	$453M
2	BKRE	State Street SPDR S&P Regional Banking ETFRead Desk		0.35%	2.23%	−2.5%	+13.5%	+23.8%	+25.5%	+3.1%	−15.0%	$4.2B

End-of-day Nov 5, 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%	1.30%	−1.8%	+4.9%	+15.0%	+27.3%	+12.0%	−12.9%	$453M
2	BKRE	State Street SPDR S&P Regional Banking ETFRead Desk		0.35%	2.23%	−2.5%	+13.5%	+23.8%	+25.5%	+3.1%	−15.0%	$4.2B

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

Cards for this view

DFNL vs KRE

DFNL

Davis Select Financial

$17,632

KRE

SPDR S&P Regional Banking

$11,657

MeasureDFNLKRE

Fee0.61%0.35%

Cost on $10k a year$61$35

Yield1.30%2.23%

5 years, per year+12.0%+3.1%

3 years, per year+27.3%+25.5%

Worst drop · 1Y−12.9%−15.0%

Volatility · 1Y15.0%20.7%

4–2measures won
DFNL first

2.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFNL, KRE

Today

2.1%most shared, DFNL and KRE

DFNLKRE

DFNL—2.1%

KRE2.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$188most kept, KRE

KRE$223 − $35 = $188

DFNL$130 − $61 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee