KBWB vs FNCL

AKBWB

BFNCL

Measures won2–4FNCL wins · of 6 · 5Y

$10,000 · 5Y$16,077FNCL · KBWB $14,817

Lowest cost0.08%FNCL · $8 on $10k

Most income2.05%KBWB · $205 on $10k

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

Held in common31.2%KBWB and FNCL

KBWB

FNCL

Invesco KBW Bank ETF · $6.8BFidelity MSCI Financials Index ETF · $2.2B

+38.0%3 years · per year$26,300 · $19,633+25.2%

+8.2%5 years · per year$14,817 · $16,077+10.0%

0.35%Expense ratio$35 · $8 on $10k · lower wins0.08%

2.05%12-mo yield$205 · $155 on $10k1.55%

−16.4%Worst dropSmaller wins−14.8%

20.2%VolatilityLower wins15.0%

2–4FNCL wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBWB · FNCL

8.1%JPM10.0%

6.8%BAC3.6%

7.4%GS2.9%

8.4%WFC2.9%

Held in common31.2%

End-of-day Nov 4, 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	BFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.55%	+3.4%	+8.9%	+15.0%	+25.2%	+10.0%	−14.8%	$2.2B
2	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.55%	+3.4%	+8.9%	+15.0%	+25.2%	+10.0%	−14.8%	$2.2B
2	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

KBWB vs FNCL

KBWB

Invesco KBW Bank

$14,817

FNCL

Fidelity MSCI Financials Index

$16,077

MeasureKBWBFNCL

Fee0.35%0.08%

Cost on $10k a year$35$8

Yield2.05%1.55%

5 years, per year+8.2%+10.0%

3 years, per year+38.0%+25.2%

Worst drop · 1Y−16.4%−14.8%

Volatility · 1Y20.2%15.0%

4–2measures won
FNCL first

31.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: KBWB, FNCL

Today

31.2%most shared, KBWB and FNCL

KBWBFNCL

KBWB—31.2%

FNCL31.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$170most kept, KBWB

KBWB$205 − $35 = $170

FNCL$155 − $8 = $147

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee