FDIQ vs RONB

AFDIQ

BRONB

Measures won2–0FDIQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%FDIQ · $35 on $10k

Most income1.93%FDIQ · $193 on $10k

Smallest drop[…][…]

Held in common8.2%FDIQ and RONB

FDIQ

RONB

Invesco Bloomberg Financial Data Providers ETF · $44MBaron ETF Trust - Baron First Principles ETF · $336M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $100 on $10k · lower wins1.00%

1.93%12-mo yield$193 · $0 on $10k0.00%

[…]Worst dropSmaller wins[…]

[…]VolatilityLower wins[…]

2–0FDIQ wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsFDIQ · RONB

4.9%MSCI4.9%

2.4%FDS3.0%

0.9%MORN2.8%

Held in common8.2%

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					1Y	3Y/yr	5Y/yr	Drop
1	AFDIQ	Invesco Bloomberg Financial Data Providers ETFRead Desk		0.35%	1.93%	−0.5%	new	new	new	new	[…]	$44M
2	BRONB	Baron ETF Trust - Baron First Principles ETFRead Desk		1.00%	0.00%	−5.9%	−7.1%	new	new	new	[…]	$336M

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					1Y	3Y/yr	5Y/yr	Drop
1	AFDIQ	Invesco Bloomberg Financial Data Providers ETFRead Desk		0.35%	1.93%	−0.5%	new	new	new	new	[…]	$44M
2	BRONB	Baron ETF Trust - Baron First Principles ETFRead Desk		1.00%	0.00%	−5.9%	−7.1%	new	new	new	[…]	$336M

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

FDIQ vs RONB

FDIQ

Invesco Bloomberg Financial Data Providers

[…]

RONB

Baron ETF Trust - Baron First Principles

[…]

MeasureFDIQRONB

Fee0.35%1.00%

Cost on $10k a year$35$100

Yield1.93%0.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…][…]

Volatility · 1Y[…][…]

2–0measures won
FDIQ first

8.2%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDIQ, RONB

Today

8.2%most shared, FDIQ and RONB

FDIQRONB

FDIQ—8.2%

RONB8.2%—

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

Income After Fees on $10,000

$158most kept, FDIQ

FDIQ$193 − $35 = $158

RONB$0 − $100 = −$100

KeptFee

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