FNCL vs LBO

AFNCL

BLBO

Measures won3–1FNCL wins · of 6 · 5Y

$10,000 · 5Y$15,503XLF · FNCL $15,425

Lowest cost0.08%FNCL · $8 on $10k

Most income6.22%LBO · $622 on $10k

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

Held in common4.9%FNCL and LBO

FNCL

LBO

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

+23.6%3 years · per year$18,881 · […][…]

+9.1%5 years · per year$15,425 · […][…]

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

1.59%12-mo yield$159 · $622 on $10k6.22%

−14.8%Worst dropSmaller wins−25.1%

15.3%VolatilityLower wins24.1%

3–1FNCL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNCL · LBO

1.9%BLK5.5%

1.0%BX4.0%

0.7%KKR7.5%

0.6%APO10.2%

Held in common4.9%

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B
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	BLBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk	6.53%	6.22%	−3.1%	−8.9%	−4.0%	new	new	−25.1%	$7M

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B
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	BLBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk	6.53%	6.22%	−3.1%	−8.9%	−4.0%	new	new	−25.1%	$7M

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 LBO

FNCL

Fidelity MSCI Financials Index

$15,425

LBO

WHITEWOLF Publicly Listed Private Equity

[…]

MeasureFNCLLBO

Fee0.08%6.53%

Cost on $10k a year$8$653

Yield1.59%6.22%

5 years, per year+9.1%[…]

3 years, per year+23.6%[…]

Worst drop · 1Y−14.8%−25.1%

Volatility · 1Y15.3%24.1%

3–1measures won
FNCL first

4.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FNCL, LBO, XLF

Today

83.9%most shared, FNCL and XLF

FNCLLBOXLF

FNCL—4.9%83.9%

LBO4.9%—5.2%

XLF83.9%5.2%—

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

Income After Fees on $10,000

$151most kept, FNCL

FNCL$159 − $8 = $151

XLF$144 − $8 = $136

LBO$622 − $653 = −$31

KeptFee

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