GSIB vs IYF

AGSIB

BIYF

Measures won2–1GSIB wins · of 6 · 5Y

$10,000 · 5Y$16,748IYF

Lowest cost0.35%GSIB · $35 on $10k

Most income1.62%GSIB · $162 on $10k

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

Held in common23.0%GSIB and IYF

GSIB

IYF

Themes Global Systemically Important Banks ETF · $39MiShares U.S. Financials ETF · $3.8B

[…]3 years · per year[…] · $19,876+25.7%

[…]5 years · per year[…] · $16,748+10.9%

0.35%Expense ratio$35 · $37 on $10k · lower wins0.37%

1.62%12-mo yield$162 · $142 on $10k1.42%

−13.9%Worst dropSmaller wins−13.9%

18.6%VolatilityLower wins14.8%

2–1GSIB wins

$10,000 · 5 yearsOne scale

Shared top holdingsGSIB · IYF

3.8%WFC3.8%

3.7%JPM11.0%

3.7%GS3.6%

3.3%BAC3.6%

Held in common23.0%

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	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.42%	+3.3%	+7.2%	+13.5%	+25.7%	+10.9%	−13.9%	$3.8B
2	AGSIB	Themes Global Systemically Important Banks ETFRead Desk		0.35%	1.62%	+3.9%	+17.7%	+30.4%	new	new	−13.9%	$39M

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	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.42%	+3.3%	+7.2%	+13.5%	+25.7%	+10.9%	−13.9%	$3.8B
2	AGSIB	Themes Global Systemically Important Banks ETFRead Desk		0.35%	1.62%	+3.9%	+17.7%	+30.4%	new	new	−13.9%	$39M

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

GSIB vs IYF

GSIB

Themes Global Systemically Important Banks

[…]

IYF

iShares U.S. Financials

$16,748

MeasureGSIBIYF

Fee0.35%0.37%

Cost on $10k a year$35$37

Yield1.62%1.42%

5 years, per year[…]+10.9%

3 years, per year[…]+25.7%

Worst drop · 1Y−13.9%−13.9%

Volatility · 1Y18.6%14.8%

2–1measures won
GSIB first

23.0%

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: GSIB, IYF

Today

23.0%most shared, GSIB and IYF

GSIBIYF

GSIB—23.0%

IYF23.0%—

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

Income After Fees on $10,000

$127most kept, GSIB

GSIB$162 − $35 = $127

IYF$142 − $37 = $105

KeptFee

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