FNCL vs LBO

AFNCL

BLBO

Measures won3–1FNCL wins · of 6 · 5Y

$10,000 · 5Y$21,164XLK · FNCL $15,379

Lowest cost0.08%FNCL · $8 on $10k

Most income6.25%LBO · $625 on $10k

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

Held in common4.8%FNCL and LBO

FNCL

LBO

Fidelity MSCI Financials Index ETF · $2.3BWHITEWOLF Publicly Listed Private Equity ETF · $7M

+23.1%3 years · per year$18,650 · […][…]

+9.0%5 years · per year$15,379 · […][…]

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

1.60%12-mo yield$160 · $625 on $10k6.25%

−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%BX3.8%

0.7%KKR7.6%

0.5%APO10.0%

Held in common4.8%

End-of-day Nov 6, 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	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	+1.5%	+14.8%	+12.2%	+26.2%	+16.2%	−19.6%	$116.9B
2	AFNCL	Fidelity MSCI Financials Index ETFRead Desk	0.08%	1.60%	−0.6%	+5.2%	+10.2%	+23.1%	+9.0%	−14.8%	$2.3B
3	BLBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk	6.53%	6.25%	−0.5%	−9.4%	−4.6%	new	new	−25.1%	$7M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	+1.5%	+14.8%	+12.2%	+26.2%	+16.2%	−19.6%	$116.9B
2	AFNCL	Fidelity MSCI Financials Index ETFRead Desk	0.08%	1.60%	−0.6%	+5.2%	+10.2%	+23.1%	+9.0%	−14.8%	$2.3B
3	BLBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk	6.53%	6.25%	−0.5%	−9.4%	−4.6%	new	new	−25.1%	$7M

End-of-day Nov 6, 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

$15,379

LBO

WHITEWOLF Publicly Listed Private Equity

[…]

MeasureFNCLLBO

Fee0.08%6.53%

Cost on $10k a year$8$653

Yield1.60%6.25%

5 years, per year+9.0%[…]

3 years, per year+23.1%[…]

Worst drop · 1Y−14.8%−25.1%

Volatility · 1Y15.3%24.1%

3–1measures won
FNCL first

4.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

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

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FNCL, LBO, XLK

Today

4.8%most shared, FNCL and LBO

FNCLLBOXLK

FNCL—4.8%0.0%

LBO4.8%—0.0%

XLK0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$152most kept, FNCL

FNCL$160 − $8 = $152

XLK$51 − $8 = $43

LBO$625 − $653 = −$28

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee