IAK vs QABA

AIAK

BQABA

Measures won5–1IAK wins · of 6 · 5Y

$10,000 · 5Y$19,545IAK · QABA $13,046

Lowest cost0.37%IAK · $37 on $10k

Most income2.40%IAK · $240 on $10k

Smallest drop−10.5%IAK · worst fall in 1Y

Held in common0.0%IAK and QABA

IAK

QABA

iShares U.S. Insurance ETF · $483MFirst Trust NASDAQ ABA Community Bank Index Fund · $87M

+18.3%3 years · per year$16,555 · $18,708+23.2%

+14.3%5 years · per year$19,545 · $13,046+5.5%

0.37%Expense ratio$37 · $63 on $10k · lower wins0.63%

2.40%12-mo yield$240 · $230 on $10k2.30%

−10.5%Worst dropSmaller wins−12.5%

16.3%VolatilityLower wins19.9%

5–1IAK wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAK · QABA

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	AIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.40%	−2.0%	+11.6%	+18.9%	+18.3%	+14.3%	−10.5%	$483M
2	BQABA	First Trust NASDAQ ABA Community Bank Index FundRead Desk		0.63%	2.30%	0.0%	+20.1%	+25.9%	+23.2%	+5.5%	−12.5%	$87M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.40%	−2.0%	+11.6%	+18.9%	+18.3%	+14.3%	−10.5%	$483M
2	BQABA	First Trust NASDAQ ABA Community Bank Index FundRead Desk		0.63%	2.30%	0.0%	+20.1%	+25.9%	+23.2%	+5.5%	−12.5%	$87M

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

IAK vs QABA

IAK

iShares U.S. Insurance

$19,545

QABA

First Trust NASDAQ ABA Community Bank Index Fund

$13,046

MeasureIAKQABA

Fee0.37%0.63%

Cost on $10k a year$37$63

Yield2.40%2.30%

5 years, per year+14.3%+5.5%

3 years, per year+18.3%+23.2%

Worst drop · 1Y−10.5%−12.5%

Volatility · 1Y16.3%19.9%

5–1measures won
IAK first

0.0%

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IAK, QABA

Today

0.0%most shared, IAK and QABA

IAKQABA

IAK—0.0%

QABA0.0%—

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

Income After Fees on $10,000

$203most kept, IAK

IAK$240 − $37 = $203

QABA$230 − $63 = $167

KeptFee

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