FDIQ vs IYF

AFDIQ

BIYF

Measures won2–0FDIQ wins · of 6 · 5Y

$10,000 · 5Y$16,248IYF · XLF $15,690

Lowest cost0.08%XLF · $8 on $10k

Most income1.94%FDIQ · $194 on $10k

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

Held in common10.2%FDIQ and IYF

FDIQ

IYF

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

[…]3 years · per year[…] · $18,751+23.3%

[…]5 years · per year[…] · $16,249+10.2%

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

1.94%12-mo yield$194 · $145 on $10k1.45%

[…]Worst dropSmaller wins−13.9%

[…]VolatilityLower wins15.2%

2–0FDIQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDIQ · IYF

4.8%SPGI2.2%

4.6%CME1.7%

4.5%ICE1.5%

4.5%MCO1.2%

Held in common10.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIYF	iShares U.S. Financials ETFRead Desk	0.37%	1.45%	+1.8%	+5.3%	+11.1%	+23.3%	+10.2%	−13.9%	$3.8B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	AFDIQ	Invesco Bloomberg Financial Data Providers ETFRead Desk	0.35%	1.94%	+0.8%	new	new	new	new	[…]	$43M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIYF	iShares U.S. Financials ETFRead Desk	0.37%	1.45%	+1.8%	+5.3%	+11.1%	+23.3%	+10.2%	−13.9%	$3.8B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	AFDIQ	Invesco Bloomberg Financial Data Providers ETFRead Desk	0.35%	1.94%	+0.8%	new	new	new	new	[…]	$43M

End-of-day Nov 9, 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

$16,249

MeasureFDIQIYF

Fee0.35%0.37%

Cost on $10k a year$35$37

Yield1.94%1.45%

5 years, per year[…]+10.2%

3 years, per year[…]+23.3%

Worst drop · 1Y[…]−13.9%

Volatility · 1Y[…]15.2%

2–0measures won
FDIQ first

10.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FDIQ, IYF, XLF

Today

76.9%most shared, IYF and XLF

FDIQIYFXLF

FDIQ—10.2%7.4%

IYF10.2%—76.9%

XLF7.4%76.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$159most kept, FDIQ

FDIQ$194 − $35 = $159

XLF$142 − $8 = $134

IYF$145 − $37 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee