KRE vs FNCL

AKRE

BFNCL

Measures won2–4FNCL wins · of 6 · 5Y

$10,000 · 5Y$16,077FNCL · KRE $12,162

Lowest cost0.08%FNCL · $8 on $10k

Most income2.17%KRE · $217 on $10k

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

Held in common6.8%KRE and FNCL

KRE

FNCL

State Street SPDR S&P Regional Banking ETF · $4.2BFidelity MSCI Financials Index ETF · $2.2B

+26.8%3 years · per year$20,377 · $19,633+25.2%

+4.0%5 years · per year$12,162 · $16,077+10.0%

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

2.17%12-mo yield$217 · $155 on $10k1.55%

−15.0%Worst dropSmaller wins−14.8%

20.6%VolatilityLower wins15.0%

2–4FNCL wins

$10,000 · 5 yearsOne scale

Shared top holdingsKRE · FNCL

1.1%TFC0.7%

1.1%HBAN0.4%

1.0%MTB0.4%

1.0%CFG0.3%

Held in common6.8%

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	AKRE	State Street SPDR S&P Regional Banking ETFRead Desk		0.35%	2.17%	+1.7%	+16.4%	+26.2%	+26.8%	+4.0%	−15.0%	$4.2B

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	AKRE	State Street SPDR S&P Regional Banking ETFRead Desk		0.35%	2.17%	+1.7%	+16.4%	+26.2%	+26.8%	+4.0%	−15.0%	$4.2B

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

KRE vs FNCL

KRE

SPDR S&P Regional Banking

$12,162

FNCL

Fidelity MSCI Financials Index

$16,077

MeasureKREFNCL

Fee0.35%0.08%

Cost on $10k a year$35$8

Yield2.17%1.55%

5 years, per year+4.0%+10.0%

3 years, per year+26.8%+25.2%

Worst drop · 1Y−15.0%−14.8%

Volatility · 1Y20.6%15.0%

4–2measures won
FNCL first

6.8%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: KRE, FNCL

Today

6.8%most shared, KRE and FNCL

KREFNCL

KRE—6.8%

FNCL6.8%—

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

Income After Fees on $10,000

$182most kept, KRE

KRE$217 − $35 = $182

FNCL$155 − $8 = $147

KeptFee

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