FNCL vs VYM

AFNCL

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common20.2%FNCL and VYM

FNCL

VYM

Fidelity MSCI Financials Index ETF · $2.3BVanguard High Dividend Yield ETF · $78.9B

+23.1%3 years · per year$18,650 · $17,107+19.6%

+9.0%5 years · per year$15,379 · $16,941+11.1%

0.08%Expense ratio$8 · $4 on $10k · lower wins0.04%

1.60%12-mo yield$160 · $231 on $10k2.31%

−14.8%Worst dropSmaller wins−6.7%

15.3%VolatilityLower wins10.6%

1–5VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNCL · VYM

10.0%JPM3.8%

3.6%BAC1.5%

2.8%GS1.0%

2.9%WFC1.0%

Held in common20.2%

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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	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

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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	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

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 VYM

FNCL

Fidelity MSCI Financials Index

$15,379

VYM

Vanguard High Dividend Yield

$16,941

MeasureFNCLVYM

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield1.60%2.31%

5 years, per year+9.0%+11.1%

3 years, per year+23.1%+19.6%

Worst drop · 1Y−14.8%−6.7%

Volatility · 1Y15.3%10.6%

5–1measures won
VYM first

20.2%

holdings shared

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

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

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

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, VYM, VGT

Today

20.2%most shared, FNCL and VYM

FNCLVYMVGT

FNCL—20.2%0.0%

VYM20.2%—12.8%

VGT0.0%12.8%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

FNCL$160 − $8 = $152

VGT$44 − $9 = $35

KeptFee

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