FINX vs IPAY

AFINX

BIPAY

Measures won2–4IPAY wins · of 6 · 5Y

$10,000 · 5Y$15,492SHRY · IPAY $7,868

Lowest cost0.60%SHRY · $60 on $10k

Most income1.54%SHRY · $154 on $10k

Smallest drop−7.6%SHRY · worst fall in 1Y

Held in common45.3%FINX and IPAY

FINX

IPAY

Global X - FinTech ETF · $151MAmplify Digital Payments ETF · $152M

+8.5%3 years · per year$12,782 · $13,832+11.4%

−12.5%5 years · per year$5,125 · $7,868−4.7%

0.68%Expense ratio$68 · $75 on $10k · lower wins0.75%

0.87%12-mo yield$87 · $81 on $10k0.81%

−30.4%Worst dropSmaller wins−22.6%

30.8%VolatilityLower wins24.9%

2–4IPAY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFINX · IPAY

7.6%PYPL5.9%

6.0%FISV5.5%

5.1%GPN4.8%

7.8%XYZ4.8%

Held in common45.3%

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	SHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk	0.60%	1.54%	+1.0%	+16.5%	+20.2%	+18.4%	+9.2%	−7.6%	$17M
2	BIPAY	Amplify Digital Payments ETFRead Desk	0.75%	0.81%	+0.9%	−2.3%	−2.7%	+11.4%	−4.7%	−22.6%	$152M
3	AFINX	Global X - FinTech ETFRead Desk	0.68%	0.87%	+1.8%	−16.2%	−20.7%	+8.5%	−12.5%	−30.4%	$151M

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	SHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk	0.60%	1.54%	+1.0%	+16.5%	+20.2%	+18.4%	+9.2%	−7.6%	$17M
2	BIPAY	Amplify Digital Payments ETFRead Desk	0.75%	0.81%	+0.9%	−2.3%	−2.7%	+11.4%	−4.7%	−22.6%	$152M
3	AFINX	Global X - FinTech ETFRead Desk	0.68%	0.87%	+1.8%	−16.2%	−20.7%	+8.5%	−12.5%	−30.4%	$151M

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

FINX vs IPAY

FINX

Global X - FinTech

$5,125

IPAY

Amplify Digital Payments

$7,868

MeasureFINXIPAY

Fee0.68%0.75%

Cost on $10k a year$68$75

Yield0.87%0.81%

5 years, per year−12.5%−4.7%

3 years, per year+8.5%+11.4%

Worst drop · 1Y−30.4%−22.6%

Volatility · 1Y30.8%24.9%

4–2measures won
IPAY first

45.3%

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%

$122BAssets$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: FINX, IPAY, SHRY

Today

45.3%most shared, FINX and IPAY

FINXIPAYSHRY

FINX—45.3%5.2%

IPAY45.3%—7.8%

SHRY5.2%7.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SHRY

SHRY$154 − $60 = $94

FINX$87 − $68 = $19

IPAY$81 − $75 = $6

KeptFee

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