FDIQ vs VFH

AFDIQ

BVFH

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$15,690XLF · VFH $15,541

Lowest cost0.08%XLF · $8 on $10k

Most income1.94%FDIQ · $194 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[…] · $18,456+22.7%

[…]5 years · per year[…] · $15,541+9.2%

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

1.94%12-mo yield$194 · $167 on $10k1.67%

[…]Worst dropSmaller wins−14.7%

[…]VolatilityLower wins15.4%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDIQ · VFH

4.8%SPGI1.4%

4.6%CME1.1%

4.5%ICE1.0%

4.5%MCO0.8%

Held in common6.5%

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	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
2	BVFH	Vanguard Financials ETFRead Desk	0.09%	1.67%	+1.5%	+6.8%	+12.3%	+22.7%	+9.2%	−14.7%	$12.7B
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	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
2	BVFH	Vanguard Financials ETFRead Desk	0.09%	1.67%	+1.5%	+6.8%	+12.3%	+22.7%	+9.2%	−14.7%	$12.7B
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 VFH

FDIQ

Invesco Bloomberg Financial Data Providers

[…]

VFH

Vanguard Financials

$15,541

MeasureFDIQVFH

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield1.94%1.67%

5 years, per year[…]+9.2%

3 years, per year[…]+22.7%

Worst drop · 1Y[…]−14.7%

Volatility · 1Y[…]15.4%

1–1measures won
level

6.5%

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, VFH, XLF

Today

84.9%most shared, VFH and XLF

FDIQVFHXLF

FDIQ—6.5%7.4%

VFH6.5%—84.9%

XLF7.4%84.9%—

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

VFH$167 − $9 = $158

XLF$142 − $8 = $134

KeptFee

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