FDIQ vs IYF

AFDIQ

BIYF

Measures won2–0FDIQ wins · of 6 · 5Y

$10,000 · 5Y$15,929IYF

Lowest cost0.35%FDIQ · $35 on $10k

Most income1.97%FDIQ · $197 on $10k

Smallest drop−13.9%IYF · worst fall in 1Y

Held in common10.1%FDIQ and IYF

FDIQ

IYF

Invesco Bloomberg Financial Data Providers ETF · $43MiShares U.S. Financials ETF · $3.8B

[…]3 years · per year[…] · $19,552+25.0%

[…]5 years · per year[…] · $15,929+9.8%

0.35%Expense ratio$35 · $37 on $10k · lower wins0.37%

1.97%12-mo yield$197 · $147 on $10k1.47%

[…]Worst dropSmaller wins−13.9%

[…]VolatilityLower wins14.5%

2–0FDIQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDIQ · IYF

4.9%SPGI2.2%

4.6%CME1.7%

4.5%ICE1.5%

4.5%MCO1.2%

Held in common10.1%

End-of-day Nov 3, 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	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B
2	AFDIQ	Invesco Bloomberg Financial Data Providers ETFRead Desk		0.35%	1.97%	−0.8%	new	new	new	new	[…]	$43M

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

Both

5Y2 funds

#			Trend
1	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B
2	AFDIQ	Invesco Bloomberg Financial Data Providers ETFRead Desk		0.35%	1.97%	−0.8%	new	new	new	new	[…]	$43M

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

FDIQ vs IYF

FDIQ

Invesco Bloomberg Financial Data Providers

[…]

IYF

iShares U.S. Financials

$15,929

MeasureFDIQIYF

Fee0.35%0.37%

Cost on $10k a year$35$37

Yield1.97%1.47%

5 years, per year[…]+9.8%

3 years, per year[…]+25.0%

Worst drop · 1Y[…]−13.9%

Volatility · 1Y[…]14.5%

2–0measures won
FDIQ first

10.1%

holdings shared

Nov 3, 2026 · $10,000 five years 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: FDIQ, IYF

Today

10.1%most shared, FDIQ and IYF

FDIQIYF

FDIQ—10.1%

IYF10.1%—

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

Income After Fees on $10,000

$162most kept, FDIQ

FDIQ$197 − $35 = $162

IYF$147 − $37 = $110

KeptFee

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