KBWB vs BCFN

AKBWB

BBCFN

Measures won2–0KBWB wins · of 6 · 5Y

$10,000 · 5Y$14,116KBWB

Lowest cost0.35%KBWB · $35 on $10k

Most income2.12%KBWB · $212 on $10k

Smallest drop−16.4%KBWB · worst fall in 1Y

Held in common15.2%KBWB and BCFN

KBWB

BCFN

Invesco KBW Bank ETF · $6.7BBaron Financials ETF · $45M

+35.9%3 years · per year$25,073 · […][…]

+7.1%5 years · per year$14,116 · […][…]

0.35%Expense ratio$35 · $80 on $10k · lower wins0.80%

2.12%12-mo yield$212 · $0 on $10k0.00%

−16.4%Worst dropSmaller wins[…]

20.5%VolatilityLower wins[…]

2–0KBWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBWB · BCFN

8.2%JPM5.0%

6.9%BAC4.2%

7.6%MS3.6%

4.0%COF2.3%

Held in common15.2%

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	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.12%	−3.5%	+6.2%	+17.1%	+35.9%	+7.1%	−16.4%	$6.7B
2	BBCFN	Baron Financials ETFRead Desk		0.80%	0.00%	−2.8%	−8.8%	new	new	new	[…]	$45M

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	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.12%	−3.5%	+6.2%	+17.1%	+35.9%	+7.1%	−16.4%	$6.7B
2	BBCFN	Baron Financials ETFRead Desk		0.80%	0.00%	−2.8%	−8.8%	new	new	new	[…]	$45M

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

KBWB vs BCFN

KBWB

Invesco KBW Bank

$14,116

BCFN

Baron Financials

[…]

MeasureKBWBBCFN

Fee0.35%0.80%

Cost on $10k a year$35$80

Yield2.12%0.00%

5 years, per year+7.1%[…]

3 years, per year+35.9%[…]

Worst drop · 1Y−16.4%[…]

Volatility · 1Y20.5%[…]

2–0measures won
KBWB first

15.2%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: KBWB, BCFN

Today

15.2%most shared, KBWB and BCFN

KBWBBCFN

KBWB—15.2%

BCFN15.2%—

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

Income After Fees on $10,000

$177most kept, KBWB

KBWB$212 − $35 = $177

BCFN$0 − $80 = −$80

KeptFee

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