IAK vs VFH

AIAK

BVFH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,714IAK · VFH $15,434

Lowest cost0.09%VFH · $9 on $10k

Most income2.35%IAK · $235 on $10k

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

Held in common10.6%IAK and VFH

IAK

VFH

iShares U.S. Insurance ETF · $493MVanguard Financials ETF · $12.7B

+19.6%3 years · per year$17,089 · $18,873+23.6%

+14.5%5 years · per year$19,714 · $15,434+9.1%

0.37%Expense ratio$37 · $9 on $10k · lower wins0.09%

2.35%12-mo yield$235 · $169 on $10k1.69%

−10.5%Worst dropSmaller wins−14.7%

16.2%VolatilityLower wins15.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIAK · VFH

13.6%PGR1.4%

13.0%CB1.3%

8.5%TRV0.9%

6.7%ALL0.7%

Held in common10.6%

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	AIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.35%	−1.0%	+13.9%	+21.2%	+19.6%	+14.5%	−10.5%	$493M
2	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.69%	−2.8%	+5.8%	+11.2%	+23.6%	+9.1%	−14.7%	$12.7B

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	AIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.35%	−1.0%	+13.9%	+21.2%	+19.6%	+14.5%	−10.5%	$493M
2	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.69%	−2.8%	+5.8%	+11.2%	+23.6%	+9.1%	−14.7%	$12.7B

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

IAK vs VFH

IAK

iShares U.S. Insurance

$19,714

VFH

Vanguard Financials

$15,434

MeasureIAKVFH

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield2.35%1.69%

5 years, per year+14.5%+9.1%

3 years, per year+19.6%+23.6%

Worst drop · 1Y−10.5%−14.7%

Volatility · 1Y16.2%15.4%

3–3measures won
level

10.6%

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: IAK, VFH

Today

10.6%most shared, IAK and VFH

IAKVFH

IAK—10.6%

VFH10.6%—

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

Income After Fees on $10,000

$198most kept, IAK

IAK$235 − $37 = $198

VFH$169 − $9 = $160

KeptFee

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