FDIQ vs VGT

AFDIQ

BVGT

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$22,178VGT · XLF $15,353

Lowest cost0.08%XLF · $8 on $10k

Most income1.97%FDIQ · $197 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common0.1%FDIQ and VGT

FDIQ

VGT

Invesco Bloomberg Financial Data Providers ETF · $43MVanguard Information Technology ETF · $155B

[…]3 years · per year[…] · $23,364+32.7%

[…]5 years · per year[…] · $22,178+17.3%

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

1.97%12-mo yield$197 · $41 on $10k0.41%

[…]Worst dropSmaller wins−15.8%

[…]VolatilityLower wins25.5%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDIQ · VGT

3.0%FICO0.1%

Held in common0.1%

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

All Three

5Y3 funds

#
1	BVGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+1.3%	+22.8%	+16.8%	+32.7%	+17.3%	−15.8%	$154.5B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
3	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

All Three

5Y3 funds

#
1	BVGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+1.3%	+22.8%	+16.8%	+32.7%	+17.3%	−15.8%	$154.5B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
3	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 VGT

FDIQ

Invesco Bloomberg Financial Data Providers

[…]

VGT

Vanguard Information Technology

$22,178

MeasureFDIQVGT

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield1.97%0.41%

5 years, per year[…]+17.3%

3 years, per year[…]+32.7%

Worst drop · 1Y[…]−15.8%

Volatility · 1Y[…]25.5%

1–1measures won
level

0.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+22.8%

+23.0%Year to date+22.8%

0.08% · $8Fee · on $10k a year0.09% · $9

$115BAssets$155B

2–0XLK wins

End-of-day Nov 3, 2026

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

Overlap: FDIQ, VGT, XLF

Today

7.3%most shared, FDIQ and XLF

FDIQVGTXLF

FDIQ—0.1%7.3%

VGT0.1%—0.0%

XLF7.3%0.0%—

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

XLF$144 − $8 = $136

VGT$41 − $9 = $32

KeptFee

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