IYF vs IXG

AIYF

BIXG

Measures won1–5IXG wins · of 6 · 5Y

$10,000 · 5Y$17,881IXG · IYF $15,929

Lowest cost0.37%IYF · $37 on $10k

Most income2.18%IXG · $218 on $10k

Smallest drop−11.3%IXG · worst fall in 1Y

Held in common40.5%IYF and IXG

IYF

IXG

iShares U.S. Financials ETF · $3.8BiShares Global Financials ETF · $702M

+25.0%3 years · per year$19,552 · $20,958+28.0%

+9.8%5 years · per year$15,929 · $17,881+12.3%

0.37%Expense ratio$37 · $38 on $10k · lower wins0.38%

1.47%12-mo yield$147 · $218 on $10k2.18%

−13.9%Worst dropSmaller wins−11.3%

14.5%VolatilityLower wins14.4%

1–5IXG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYF · IXG

12.4%BRK-B6.5%

11.0%JPM5.8%

3.7%BAC2.1%

3.6%GS1.7%

Held in common40.5%

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	BIXG	iShares Global Financials ETFRead Desk		0.38%	2.18%	−0.8%	+9.1%	+16.3%	+28.0%	+12.3%	−11.3%	$702M
2	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

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	BIXG	iShares Global Financials ETFRead Desk		0.38%	2.18%	−0.8%	+9.1%	+16.3%	+28.0%	+12.3%	−11.3%	$702M
2	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

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 IXG

IYF

iShares U.S. Financials

$15,929

IXG

iShares Global Financials

$17,881

MeasureIYFIXG

Fee0.37%0.38%

Cost on $10k a year$37$38

Yield1.47%2.18%

5 years, per year+9.8%+12.3%

3 years, per year+25.0%+28.0%

Worst drop · 1Y−13.9%−11.3%

Volatility · 1Y14.5%14.4%

5–1measures won
IXG first

40.5%

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, IXG

Today

40.5%most shared, IYF and IXG

IYFIXG

IYF—40.5%

IXG40.5%—

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

Income After Fees on $10,000

$180most kept, IXG

IXG$218 − $38 = $180

IYF$147 − $37 = $110

KeptFee

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