GABF vs IYF

AGABF

BIYF

Measures won1–4IYF wins · of 6 · 5Y

$10,000 · 5Y$16,051IYF

Lowest cost0.37%IYF · $37 on $10k

Most income2.07%GABF · $207 on $10k

Smallest drop−13.9%IYF · worst fall in 1Y

Held in common28.2%GABF and IYF

GABF

IYF

Gabelli Financial Services Opportunities ETF · $52MiShares U.S. Financials ETF · $3.8B

+20.1%3 years · per year$17,337 · $19,126+24.1%

[…]5 years · per year[…] · $16,050+9.9%

1.64%Expense ratio$164 · $37 on $10k · lower wins0.37%

2.07%12-mo yield$207 · $147 on $10k1.47%

−16.2%Worst dropSmaller wins−13.9%

17.8%VolatilityLower wins15.1%

1–4IYF wins

$10,000 · 5 yearsOne scale

Shared top holdingsGABF · IYF

6.6%BRK-B12.7%

4.1%WFC3.7%

3.6%JPM11.0%

3.5%SCHW2.3%

Held in common28.2%

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

Both

5Y2 funds

#			Trend
1	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−2.8%	+4.2%	+9.9%	+24.1%	+9.9%	−13.9%	$3.8B
2	AGABF	Gabelli Financial Services Opportunities ETFRead Desk		1.64%	2.07%	−2.8%	−5.2%	−3.4%	+20.1%	new	−16.2%	$52M

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

Both

5Y2 funds

#			Trend
1	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−2.8%	+4.2%	+9.9%	+24.1%	+9.9%	−13.9%	$3.8B
2	AGABF	Gabelli Financial Services Opportunities ETFRead Desk		1.64%	2.07%	−2.8%	−5.2%	−3.4%	+20.1%	new	−16.2%	$52M

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

GABF vs IYF

GABF

Gabelli Financial Services Opportunities

[…]

IYF

iShares U.S. Financials

$16,050

MeasureGABFIYF

Fee1.64%0.37%

Cost on $10k a year$164$37

Yield2.07%1.47%

5 years, per year[…]+9.9%

3 years, per year+20.1%+24.1%

Worst drop · 1Y−16.2%−13.9%

Volatility · 1Y17.8%15.1%

4–1measures won
IYF first

28.2%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: GABF, IYF

Today

28.2%most shared, GABF and IYF

GABFIYF

GABF—28.2%

IYF28.2%—

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

Income After Fees on $10,000

$110most kept, IYF

IYF$147 − $37 = $110

GABF$207 − $164 = $43

KeptFee

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