DFNL vs VFH

ADFNL

BVFH

Measures won4–2DFNL wins · of 6 · 5Y

$10,000 · 5Y$18,050DFNL · VFH $16,079

Lowest cost0.09%VFH · $9 on $10k

Most income1.64%VFH · $164 on $10k

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

Held in common27.2%DFNL and VFH

DFNL

VFH

Davis Select Financial ETF · $453MVanguard Financials ETF · $12.7B

+28.3%3 years · per year$21,129 · $19,620+25.2%

+12.5%5 years · per year$18,050 · $16,079+10.0%

0.61%Expense ratio$61 · $9 on $10k · lower wins0.09%

1.28%12-mo yield$128 · $164 on $10k1.64%

−12.9%Worst dropSmaller wins−14.7%

14.9%VolatilityLower wins15.1%

4–2DFNL wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFNL · VFH

5.9%BRK-B8.3%

4.5%JPM10.4%

5.1%WFC2.9%

2.0%BAC4.2%

Held in common27.2%

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	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.64%	+3.3%	+8.8%	+14.9%	+25.2%	+10.0%	−14.7%	$12.7B

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	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.64%	+3.3%	+8.8%	+14.9%	+25.2%	+10.0%	−14.7%	$12.7B

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 VFH

DFNL

Davis Select Financial

$18,050

VFH

Vanguard Financials

$16,079

MeasureDFNLVFH

Fee0.61%0.09%

Cost on $10k a year$61$9

Yield1.28%1.64%

5 years, per year+12.5%+10.0%

3 years, per year+28.3%+25.2%

Worst drop · 1Y−12.9%−14.7%

Volatility · 1Y14.9%15.1%

4–2measures won
DFNL first

27.2%

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, VFH

Today

27.2%most shared, DFNL and VFH

DFNLVFH

DFNL—27.2%

VFH27.2%—

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

Income After Fees on $10,000

$155most kept, VFH

VFH$164 − $9 = $155

DFNL$128 − $61 = $67

KeptFee

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