KBE vs ESML

AKBE

BESML

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,217KBE · ESML $13,644

Lowest cost0.17%ESML · $17 on $10k

Most income2.22%KBE · $222 on $10k

Smallest drop−9.0%ESML · worst fall in 1Y

Held in common6.3%KBE and ESML

KBE

ESML

State Street SPDR S&P Bank ETF · $1.6BiShares ESG Aware MSCI USA Small-Cap ETF · $2.7B

+27.8%3 years · per year$20,864 · $17,242+19.9%

+7.3%5 years · per year$14,217 · $13,644+6.4%

0.35%Expense ratio$35 · $17 on $10k · lower wins0.17%

2.22%12-mo yield$222 · $96 on $10k0.96%

−14.6%Worst dropSmaller wins−9.0%

19.5%VolatilityLower wins16.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsKBE · ESML

1.0%EQH0.4%

1.0%EWBC0.3%

1.0%UBSI0.3%

0.9%FBP0.3%

Held in common6.3%

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	AKBE	State Street SPDR S&P Bank ETFRead Desk		0.35%	2.22%	−2.4%	+13.7%	+22.2%	+27.8%	+7.3%	−14.6%	$1.6B
2	BESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.96%	−4.0%	+14.7%	+18.8%	+19.9%	+6.4%	−9.0%	$2.7B

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	AKBE	State Street SPDR S&P Bank ETFRead Desk		0.35%	2.22%	−2.4%	+13.7%	+22.2%	+27.8%	+7.3%	−14.6%	$1.6B
2	BESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.96%	−4.0%	+14.7%	+18.8%	+19.9%	+6.4%	−9.0%	$2.7B

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

KBE vs ESML

KBE

SPDR S&P Bank

$14,217

ESML

iShares ESG Aware MSCI USA Small-Cap

$13,644

MeasureKBEESML

Fee0.35%0.17%

Cost on $10k a year$35$17

Yield2.22%0.96%

5 years, per year+7.3%+6.4%

3 years, per year+27.8%+19.9%

Worst drop · 1Y−14.6%−9.0%

Volatility · 1Y19.5%16.7%

3–3measures won
level

6.3%

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: KBE, ESML

Today

6.3%most shared, KBE and ESML

KBEESML

KBE—6.3%

ESML6.3%—

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

Income After Fees on $10,000

$187most kept, KBE

KBE$222 − $35 = $187

ESML$96 − $17 = $79

KeptFee

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