FNCL vs KBWB

AFNCL

BKBWB

Measures won4–2FNCL wins · of 6 · 5Y

$10,000 · 5Y$20,466VGT · FNCL $15,425

Lowest cost0.08%FNCL · $8 on $10k

Most income2.12%KBWB · $212 on $10k

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

Held in common31.1%FNCL and KBWB

FNCL

KBWB

Fidelity MSCI Financials Index ETF · $2.2BInvesco KBW Bank ETF · $6.7B

+23.6%3 years · per year$18,881 · $25,073+35.9%

+9.1%5 years · per year$15,425 · $14,116+7.1%

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

1.59%12-mo yield$159 · $212 on $10k2.12%

−14.8%Worst dropSmaller wins−16.4%

15.3%VolatilityLower wins20.5%

4–2FNCL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNCL · KBWB

10.1%JPM8.2%

3.6%BAC6.9%

3.0%GS7.5%

2.9%WFC8.4%

Held in common31.1%

End-of-day Nov 5, 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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
2	AFNCL	Fidelity MSCI Financials Index ETFRead Desk	0.08%	1.59%	−2.8%	+5.8%	+11.3%	+23.6%	+9.1%	−14.8%	$2.2B
3	BKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.12%	−3.5%	+6.2%	+17.1%	+35.9%	+7.1%	−16.4%	$6.7B

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

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
2	AFNCL	Fidelity MSCI Financials Index ETFRead Desk	0.08%	1.59%	−2.8%	+5.8%	+11.3%	+23.6%	+9.1%	−14.8%	$2.2B
3	BKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.12%	−3.5%	+6.2%	+17.1%	+35.9%	+7.1%	−16.4%	$6.7B

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

Cards for this view

FNCL vs KBWB

FNCL

Fidelity MSCI Financials Index

$15,425

KBWB

Invesco KBW Bank

$14,116

MeasureFNCLKBWB

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield1.59%2.12%

5 years, per year+9.1%+7.1%

3 years, per year+23.6%+35.9%

Worst drop · 1Y−14.8%−16.4%

Volatility · 1Y15.3%20.5%

4–2measures won
FNCL first

31.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

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

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FNCL, KBWB, VGT

Today

31.1%most shared, FNCL and KBWB

FNCLKBWBVGT

FNCL—31.1%0.0%

KBWB31.1%—0.0%

VGT0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, KBWB

KBWB$212 − $35 = $177

FNCL$159 − $8 = $151

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee