IYF vs FNCL

AIYF

BFNCL

Measures won4–2IYF wins · of 6 · 5Y

$10,000 · 5Y$16,051IYF · FNCL $15,425

Lowest cost0.08%FNCL · $8 on $10k

Most income1.59%FNCL · $159 on $10k

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

Held in common72.1%IYF and FNCL

IYF

FNCL

iShares U.S. Financials ETF · $3.8BFidelity MSCI Financials Index ETF · $2.3B

+24.1%3 years · per year$19,126 · $18,881+23.6%

+9.9%5 years · per year$16,050 · $15,425+9.1%

0.37%Expense ratio$37 · $8 on $10k · lower wins0.08%

1.47%12-mo yield$147 · $159 on $10k1.59%

−13.9%Worst dropSmaller wins−14.8%

15.1%VolatilityLower wins15.3%

4–2IYF wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYF · FNCL

11.0%JPM10.1%

12.7%BRK-B8.8%

3.7%BAC3.6%

3.6%GS3.0%

Held in common72.1%

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	AIYF	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	BFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.59%	−2.8%	+5.8%	+11.3%	+23.6%	+9.1%	−14.8%	$2.3B

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	AIYF	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	BFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.59%	−2.8%	+5.8%	+11.3%	+23.6%	+9.1%	−14.8%	$2.3B

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

IYF vs FNCL

IYF

iShares U.S. Financials

$16,050

FNCL

Fidelity MSCI Financials Index

$15,425

MeasureIYFFNCL

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield1.47%1.59%

5 years, per year+9.9%+9.1%

3 years, per year+24.1%+23.6%

Worst drop · 1Y−13.9%−14.8%

Volatility · 1Y15.1%15.3%

4–2measures won
IYF first

72.1%

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: IYF, FNCL

Today

72.1%most shared, IYF and FNCL

IYFFNCL

IYF—72.1%

FNCL72.1%—

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

Income After Fees on $10,000

$151most kept, FNCL

FNCL$159 − $8 = $151

IYF$147 − $37 = $110

KeptFee

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