FINX vs SHRY

AFINX

BSHRY

Measures won0–6SHRY wins · of 6 · 5Y

$10,000 · 5Y$16,137SHRY · FINX $5,294

Lowest cost0.60%SHRY · $60 on $10k

Most income1.50%SHRY · $150 on $10k

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

Held in common5.0%FINX and SHRY

FINX

SHRY

Global X - FinTech ETF · $151MFirst Trust Bloomberg Shareholder Yield ETF · $17M

+11.3%3 years · per year$13,770 · $17,576+20.7%

−11.9%5 years · per year$5,294 · $16,137+10.0%

0.68%Expense ratio$68 · $60 on $10k · lower wins0.60%

0.85%12-mo yield$85 · $150 on $10k1.50%

−32.2%Worst dropSmaller wins−7.6%

31.1%VolatilityLower wins13.1%

0–6SHRY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFINX · SHRY

7.5%PYPL5.0%

Held in common5.0%

End-of-day Nov 4, 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	BSHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk		0.60%	1.50%	+2.6%	+19.3%	+22.5%	+20.7%	+10.0%	−7.6%	$17M
2	AFINX	Global X - FinTech ETFRead Desk		0.68%	0.85%	+3.0%	−14.8%	−23.6%	+11.3%	−11.9%	−32.2%	$151M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk		0.60%	1.50%	+2.6%	+19.3%	+22.5%	+20.7%	+10.0%	−7.6%	$17M
2	AFINX	Global X - FinTech ETFRead Desk		0.68%	0.85%	+3.0%	−14.8%	−23.6%	+11.3%	−11.9%	−32.2%	$151M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FINX vs SHRY

FINX

Global X - FinTech

$5,294

SHRY

First Trust Bloomberg Shareholder Yield

$16,137

MeasureFINXSHRY

Fee0.68%0.60%

Cost on $10k a year$68$60

Yield0.85%1.50%

5 years, per year−11.9%+10.0%

3 years, per year+11.3%+20.7%

Worst drop · 1Y−32.2%−7.6%

Volatility · 1Y31.1%13.1%

6–0measures won
SHRY first

5.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FINX, SHRY

Today

5.0%most shared, FINX and SHRY

FINXSHRY

FINX—5.0%

SHRY5.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SHRY

SHRY$150 − $60 = $90

FINX$85 − $68 = $17

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee