FNCL vs VFH

AFNCL

BVFH

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,079VFH · FNCL $16,077

Lowest cost0.08%FNCL · $8 on $10k

Most income1.64%VFH · $164 on $10k

Smallest drop−14.7%VFH · worst fall in 1Y

Held in common93.0%FNCL and VFH

FNCL

VFH

Fidelity MSCI Financials Index ETF · $2.2BVanguard Financials ETF · $12.7B

+25.2%3 years · per year$19,633 · $19,620+25.2%

+10.0%5 years · per year$16,077 · $16,079+10.0%

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

1.55%12-mo yield$155 · $164 on $10k1.64%

−14.8%Worst dropSmaller wins−14.7%

15.0%VolatilityLower wins15.1%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsFNCL · VFH

10.0%JPM10.4%

8.8%BRK-B8.3%

7.8%V7.1%

5.9%MA5.3%

Held in common93.0%

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	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.64%	+3.3%	+8.8%	+14.9%	+25.2%	+10.0%	−14.7%	$12.7B
2	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

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	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.64%	+3.3%	+8.8%	+14.9%	+25.2%	+10.0%	−14.7%	$12.7B
2	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

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 VFH

FNCL

Fidelity MSCI Financials Index

$16,077

VFH

Vanguard Financials

$16,079

MeasureFNCLVFH

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield1.55%1.64%

5 years, per year+10.0%+10.0%

3 years, per year+25.2%+25.2%

Worst drop · 1Y−14.8%−14.7%

Volatility · 1Y15.0%15.1%

2–2measures won
level

93.0%

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%

$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, VFH

Today

93.0%most shared, FNCL and VFH

FNCLVFH

FNCL—93.0%

VFH93.0%—

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

Income After Fees on $10,000

$155most kept, VFH

VFH$164 − $9 = $155

FNCL$155 − $8 = $147

KeptFee

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