FDIQ vs VFH

AFDIQ

BVFH

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$15,688VFH · XLV $15,419

Lowest cost0.08%XLV · $8 on $10k

Most income1.93%FDIQ · $193 on $10k

Smallest drop−10.5%XLV · worst fall in 1Y

Held in common6.5%FDIQ and VFH

Invesco Bloomberg Financial Data Providers ETF · $44MVanguard Financials ETF · $12.7B

[…]3 years · per year[…] · $18,395+22.5%

[…]5 years · per year[…] · $15,688+9.4%

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

1.93%12-mo yield$193 · $166 on $10k1.66%

Cards for this view

FDIQ

Invesco Bloomberg Financial Data Providers

[…]

VFH

Vanguard Financials

$15,688

MeasureFDIQVFH

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield1.93%1.66%

5 years, per year[…]+9.4%

3 years, per year[…]+22.5%

Worst drop · 1Y[…]−14.7%

Volatility · 1Y[…]15.4%

#
1	BVFH	Vanguard Financials ETFRead Desk	0.09%	1.66%	+0.7%	+7.6%	+10.4%	+22.5%	+9.4%	−14.7%	$12.7B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.35%	+0.5%	+23.5%	+25.6%	+15.7%	+9.0%	−10.5%	$50.6B
3	AFDIQ	Invesco Bloomberg Financial Data Providers ETFRead Desk	0.35%	1.93%	+0.5%	new	new	new	new	[…]	$44M

#
1	BVFH	Vanguard Financials ETFRead Desk	0.09%	1.66%	+0.7%	+7.6%	+10.4%	+22.5%	+9.4%	−14.7%	$12.7B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.35%	+0.5%	+23.5%	+25.6%	+15.7%	+9.0%	−10.5%	$50.6B
3	AFDIQ	Invesco Bloomberg Financial Data Providers ETFRead Desk	0.35%	1.93%	+0.5%	new	new	new	new	[…]	$44M

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