KBWB vs FDIQ

AKBWB

BFDIQ

Measures won1–0KBWB wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF · KBWB $14,125

Lowest cost0.08%XLF · $8 on $10k

Most income2.13%KBWB · $213 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common0.0%KBWB and FDIQ

KBWB

FDIQ

Invesco KBW Bank ETF · $6.5BInvesco Bloomberg Financial Data Providers ETF · $43M

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

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

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

2.13%12-mo yield$213 · $196 on $10k1.96%

−16.4%Worst dropSmaller wins[…]

20.5%VolatilityLower wins[…]

1–0KBWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWB · FDIQ

0.1%AGPXX0.0%

Held in common0.0%

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$54.5B
2	AKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.13%	−0.5%	+5.7%	+16.1%	+35.6%	+7.2%	−16.4%	$6.5B
3	BFDIQ	Invesco Bloomberg Financial Data Providers ETFRead Desk	0.35%	1.96%	−1.5%	new	new	new	new	[…]	$43M

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$54.5B
2	AKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.13%	−0.5%	+5.7%	+16.1%	+35.6%	+7.2%	−16.4%	$6.5B
3	BFDIQ	Invesco Bloomberg Financial Data Providers ETFRead Desk	0.35%	1.96%	−1.5%	new	new	new	new	[…]	$43M

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 FDIQ

KBWB

Invesco KBW Bank

$14,125

FDIQ

Invesco Bloomberg Financial Data Providers

[…]

MeasureKBWBFDIQ

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield2.13%1.96%

5 years, per year+7.2%[…]

3 years, per year+35.6%[…]

Worst drop · 1Y−16.4%[…]

Volatility · 1Y20.5%[…]

1–0measures won
KBWB first

0.0%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: KBWB, FDIQ, XLF

Today

32.6%most shared, KBWB and XLF

KBWBFDIQXLF

KBWB—0.0%32.6%

FDIQ0.0%—7.4%

XLF32.6%7.4%—

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

FDIQ$196 − $35 = $161

XLF$144 − $8 = $136

KeptFee

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