FDIQ vs VFH

AFDIQ

BVFH

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$15,281VFH

Lowest cost0.09%VFH · $9 on $10k

Most income1.97%FDIQ · $197 on $10k

Smallest drop−14.7%VFH · worst fall in 1Y

Held in common6.5%FDIQ and VFH

FDIQ

VFH

Invesco Bloomberg Financial Data Providers ETF · $43MVanguard Financials ETF · $12.7B

[…]3 years · per year[…] · $19,298+24.5%

[…]5 years · per year[…] · $15,281+8.9%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

1.97%12-mo yield$197 · $169 on $10k1.69%

[…]Worst dropSmaller wins−14.7%

[…]VolatilityLower wins14.8%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsFDIQ · VFH

4.9%SPGI1.4%

4.6%CME1.1%

4.5%ICE1.0%

4.5%MCO0.8%

Held in common6.5%

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	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.69%	−0.7%	+5.4%	+10.9%	+24.5%	+8.9%	−14.7%	$12.7B
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	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.69%	−0.7%	+5.4%	+10.9%	+24.5%	+8.9%	−14.7%	$12.7B
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 VFH

FDIQ

Invesco Bloomberg Financial Data Providers

[…]

VFH

Vanguard Financials

$15,281

MeasureFDIQVFH

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield1.97%1.69%

5 years, per year[…]+8.9%

3 years, per year[…]+24.5%

Worst drop · 1Y[…]−14.7%

Volatility · 1Y[…]14.8%

1–1measures won
level

6.5%

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, VFH

Today

6.5%most shared, FDIQ and VFH

FDIQVFH

FDIQ—6.5%

VFH6.5%—

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

VFH$169 − $9 = $160

KeptFee

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