GABF vs KBWB

AGABF

BKBWB

Measures won2–3KBWB wins · of 6 · 5Y

$10,000 · 5Y$15,353XLF · KBWB $14,091

Lowest cost0.08%XLF · $8 on $10k

Most income2.10%KBWB · $210 on $10k

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

Held in common14.9%GABF and KBWB

GABF

KBWB

Gabelli Financial Services Opportunities ETF · $51MInvesco KBW Bank ETF · $6.8B

+21.1%3 years · per year$17,751 · $26,186+37.8%

[…]5 years · per year[…] · $14,091+7.1%

1.64%Expense ratio$164 · $35 on $10k · lower wins0.35%

2.07%12-mo yield$207 · $210 on $10k2.10%

−16.2%Worst dropSmaller wins−16.4%

17.3%VolatilityLower wins20.0%

2–3KBWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGABF · KBWB

4.1%COF4.2%

4.1%WFC8.4%

3.5%JPM8.1%

1.6%MTB4.0%

Held in common14.9%

End-of-day Nov 3, 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%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
2	BKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.10%	−0.5%	+7.5%	+18.3%	+37.8%	+7.1%	−16.4%	$6.8B
3	AGABF	Gabelli Financial Services Opportunities ETFRead Desk	1.64%	2.07%	−0.9%	−5.4%	−4.0%	+21.1%	new	−16.2%	$51M

End-of-day Nov 3, 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%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
2	BKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.10%	−0.5%	+7.5%	+18.3%	+37.8%	+7.1%	−16.4%	$6.8B
3	AGABF	Gabelli Financial Services Opportunities ETFRead Desk	1.64%	2.07%	−0.9%	−5.4%	−4.0%	+21.1%	new	−16.2%	$51M

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

Cards for this view

GABF vs KBWB

GABF

Gabelli Financial Services Opportunities

[…]

KBWB

Invesco KBW Bank

$14,091

MeasureGABFKBWB

Fee1.64%0.35%

Cost on $10k a year$164$35

Yield2.07%2.10%

5 years, per year[…]+7.1%

3 years, per year+21.1%+37.8%

Worst drop · 1Y−16.2%−16.4%

Volatility · 1Y17.3%20.0%

2–2measures won
level

14.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: GABF, KBWB, XLF

Today

37.2%most shared, GABF and XLF

GABFKBWBXLF

GABF—14.9%37.2%

KBWB14.9%—33.5%

XLF37.2%33.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$175most kept, KBWB

KBWB$210 − $35 = $175

XLF$144 − $8 = $136

GABF$207 − $164 = $43

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee