FNCL vs LBO

AFNCL

BLBO

Measures won3–1FNCL wins · of 6 · 5Y

$10,000 · 5Y$16,077FNCL

Lowest cost0.08%FNCL · $8 on $10k

Most income6.03%LBO · $603 on $10k

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

Held in common4.7%FNCL and LBO

FNCL

LBO

Fidelity MSCI Financials Index ETF · $2.2BWHITEWOLF Publicly Listed Private Equity ETF · $7M

+25.2%3 years · per year$19,633 · […][…]

+10.0%5 years · per year$16,077 · […][…]

0.08%Expense ratio$8 · $653 on $10k · lower wins6.53%

1.55%12-mo yield$155 · $603 on $10k6.03%

−14.8%Worst dropSmaller wins−25.1%

15.0%VolatilityLower wins23.9%

3–1FNCL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNCL · LBO

1.9%BLK5.5%

1.0%BX3.8%

0.7%KKR7.4%

0.5%APO9.9%

Held in common4.7%

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	AFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.55%	+3.4%	+8.9%	+15.0%	+25.2%	+10.0%	−14.8%	$2.2B
2	BLBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk		6.53%	6.03%	+4.3%	−6.1%	−1.4%	new	new	−25.1%	$7M

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	AFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.55%	+3.4%	+8.9%	+15.0%	+25.2%	+10.0%	−14.8%	$2.2B
2	BLBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk		6.53%	6.03%	+4.3%	−6.1%	−1.4%	new	new	−25.1%	$7M

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

FNCL vs LBO

FNCL

Fidelity MSCI Financials Index

$16,077

LBO

WHITEWOLF Publicly Listed Private Equity

[…]

MeasureFNCLLBO

Fee0.08%6.53%

Cost on $10k a year$8$653

Yield1.55%6.03%

5 years, per year+10.0%[…]

3 years, per year+25.2%[…]

Worst drop · 1Y−14.8%−25.1%

Volatility · 1Y15.0%23.9%

3–1measures won
FNCL first

4.7%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FNCL, LBO

Today

4.7%most shared, FNCL and LBO

FNCLLBO

FNCL—4.7%

LBO4.7%—

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

Income After Fees on $10,000

$147most kept, FNCL

FNCL$155 − $8 = $147

LBO$603 − $653 = −$50

KeptFee

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