KCE vs IYF

AKCE

BIYF

Measures won4–2KCE wins · of 6 · 5Y

$10,000 · 5Y$16,321KCE · IYF $16,051

Lowest cost0.35%KCE · $35 on $10k

Most income1.72%KCE · $172 on $10k

Smallest drop−13.9%IYF · worst fall in 1Y

Held in common25.9%KCE and IYF

KCE

IYF

State Street SPDR S&P Capital Markets ETF · $459MiShares U.S. Financials ETF · $3.8B

+26.3%3 years · per year$20,145 · $19,126+24.1%

+10.3%5 years · per year$16,321 · $16,050+9.9%

0.35%Expense ratio$35 · $37 on $10k · lower wins0.37%

1.72%12-mo yield$172 · $147 on $10k1.47%

−17.4%Worst dropSmaller wins−13.9%

21.4%VolatilityLower wins15.1%

4–2KCE wins

$10,000 · 5 yearsOne scale

Shared top holdingsKCE · IYF

1.8%SPGI2.1%

1.8%BLK2.8%

1.8%CME1.7%

1.5%BNY1.6%

Held in common25.9%

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	AKCE	State Street SPDR S&P Capital Markets ETFRead Desk		0.35%	1.72%	−3.6%	+5.8%	+10.2%	+26.3%	+10.3%	−17.4%	$459M
2	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−2.8%	+4.2%	+9.9%	+24.1%	+9.9%	−13.9%	$3.8B

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	AKCE	State Street SPDR S&P Capital Markets ETFRead Desk		0.35%	1.72%	−3.6%	+5.8%	+10.2%	+26.3%	+10.3%	−17.4%	$459M
2	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−2.8%	+4.2%	+9.9%	+24.1%	+9.9%	−13.9%	$3.8B

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

KCE vs IYF

KCE

SPDR S&P Capital Markets

$16,321

IYF

iShares U.S. Financials

$16,050

MeasureKCEIYF

Fee0.35%0.37%

Cost on $10k a year$35$37

Yield1.72%1.47%

5 years, per year+10.3%+9.9%

3 years, per year+26.3%+24.1%

Worst drop · 1Y−17.4%−13.9%

Volatility · 1Y21.4%15.1%

4–2measures won
KCE first

25.9%

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: KCE, IYF

Today

25.9%most shared, KCE and IYF

KCEIYF

KCE—25.9%

IYF25.9%—

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

Income After Fees on $10,000

$137most kept, KCE

KCE$172 − $35 = $137

IYF$147 − $37 = $110

KeptFee

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