KBWB vs BCFN

AKBWB

BBCFN

Measures won2–0KBWB wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT · KBWB $14,125

Lowest cost0.09%VGT · $9 on $10k

Most income2.13%KBWB · $213 on $10k

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

Held in common15.0%KBWB and BCFN

KBWB

BCFN

Invesco KBW Bank ETF · $6.9BBaron Financials ETF · $45M

+35.6%3 years · per year$24,920 · […][…]

+7.2%5 years · per year$14,125 · […][…]

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

2.13%12-mo yield$213 · $0 on $10k0.00%

−16.4%Worst dropSmaller wins[…]

20.5%VolatilityLower wins[…]

2–0KBWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWB · BCFN

8.2%JPM5.0%

6.9%BAC4.2%

7.4%MS3.5%

4.1%COF2.3%

Held in common15.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	AKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.13%	−0.5%	+5.7%	+16.1%	+35.6%	+7.2%	−16.4%	$6.9B
3	BBCFN	Baron Financials ETFRead Desk	0.80%	0.00%	−0.8%	−9.4%	new	new	new	[…]	$45M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	AKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.13%	−0.5%	+5.7%	+16.1%	+35.6%	+7.2%	−16.4%	$6.9B
3	BBCFN	Baron Financials ETFRead Desk	0.80%	0.00%	−0.8%	−9.4%	new	new	new	[…]	$45M

End-of-day Nov 6, 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

$14,125

BCFN

Baron Financials

[…]

MeasureKBWBBCFN

Fee0.35%0.80%

Cost on $10k a year$35$80

Yield2.13%0.00%

5 years, per year+7.2%[…]

3 years, per year+35.6%[…]

Worst drop · 1Y−16.4%[…]

Volatility · 1Y20.5%[…]

2–0measures won
KBWB first

15.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: KBWB, BCFN, VGT

Today

15.0%most shared, KBWB and BCFN

KBWBBCFNVGT

KBWB—15.0%0.0%

BCFN15.0%—0.3%

VGT0.0%0.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$178most kept, KBWB

KBWB$213 − $35 = $178

VGT$44 − $9 = $35

BCFN$0 − $80 = −$80

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee