PBUB vs IYF

APBUB

BIYF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$15,929IYF

Lowest cost0.14%PBUB · $14 on $10k

Most income1.47%IYF · $147 on $10k

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

Held in common13.8%PBUB and IYF

PBUB

IYF

Portfolio Building Block US Banks ETF · $1MiShares U.S. Financials ETF · $3.8B

[…]3 years · per year[…] · $19,552+25.0%

[…]5 years · per year[…] · $15,929+9.8%

0.14%Expense ratio$14 · $37 on $10k · lower wins0.37%

0.00%12-mo yield$0 · $147 on $10k1.47%

[…]Worst dropSmaller wins−13.9%

[…]VolatilityLower wins14.5%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsPBUB · IYF

14.6%JPM11.0%

4.5%TFC0.9%

4.4%MTB0.5%

4.4%RF0.4%

Held in common13.8%

End-of-day Nov 3, 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	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B
2	APBUB	Portfolio Building Block US Banks ETFRead Desk		0.14%	0.00%	−0.9%	new	new	new	new	[…]	$1M

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

Both

5Y2 funds

#			Trend
1	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B
2	APBUB	Portfolio Building Block US Banks ETFRead Desk		0.14%	0.00%	−0.9%	new	new	new	new	[…]	$1M

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

Cards for this view

PBUB vs IYF

PBUB

Portfolio Building Block US Banks

[…]

IYF

iShares U.S. Financials

$15,929

MeasurePBUBIYF

Fee0.14%0.37%

Cost on $10k a year$14$37

Yield0.00%1.47%

5 years, per year[…]+9.8%

3 years, per year[…]+25.0%

Worst drop · 1Y[…]−13.9%

Volatility · 1Y[…]14.5%

1–1measures won
level

13.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: PBUB, IYF

Today

13.8%most shared, PBUB and IYF

PBUBIYF

PBUB—13.8%

IYF13.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$110most kept, IYF

IYF$147 − $37 = $110

PBUB$0 − $14 = −$14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee