IYF vs GSIB

AIYF

BGSIB

Measures won1–2GSIB wins · of 6 · 5Y

$10,000 · 5Y$15,929IYF

Lowest cost0.35%GSIB · $35 on $10k

Most income1.68%GSIB · $168 on $10k

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

Held in common23.0%IYF and GSIB

IYF

GSIB

iShares U.S. Financials ETF · $3.8BThemes Global Systemically Important Banks ETF · $39M

+25.0%3 years · per year$19,552 · […][…]

+9.8%5 years · per year$15,929 · […][…]

0.37%Expense ratio$37 · $35 on $10k · lower wins0.35%

1.47%12-mo yield$147 · $168 on $10k1.68%

−13.9%Worst dropSmaller wins−13.9%

14.5%VolatilityLower wins18.2%

1–2GSIB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYF · GSIB

3.7%WFC3.7%

11.0%JPM3.7%

3.6%GS3.6%

3.7%BAC3.3%

Held in common23.0%

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

Both

5Y2 funds

#			Trend
1	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B
2	BGSIB	Themes Global Systemically Important Banks ETFRead Desk		0.35%	1.68%	−0.7%	+13.2%	+26.0%	new	new	−13.9%	$39M

End-of-day Nov 3, 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%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B
2	BGSIB	Themes Global Systemically Important Banks ETFRead Desk		0.35%	1.68%	−0.7%	+13.2%	+26.0%	new	new	−13.9%	$39M

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

IYF vs GSIB

IYF

iShares U.S. Financials

$15,929

GSIB

Themes Global Systemically Important Banks

[…]

MeasureIYFGSIB

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield1.47%1.68%

5 years, per year+9.8%[…]

3 years, per year+25.0%[…]

Worst drop · 1Y−13.9%−13.9%

Volatility · 1Y14.5%18.2%

2–1measures won
GSIB first

23.0%

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: IYF, GSIB

Today

23.0%most shared, IYF and GSIB

IYFGSIB

IYF—23.0%

GSIB23.0%—

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

Income After Fees on $10,000

$133most kept, GSIB

GSIB$168 − $35 = $133

IYF$147 − $37 = $110

KeptFee

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