PSCF vs IYF

APSCF

BIYF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,748IYF · PSCF $12,417

Lowest cost0.29%PSCF · $29 on $10k

Most income2.14%PSCF · $214 on $10k

Smallest drop−11.4%PSCF · worst fall in 1Y

Held in common0.5%PSCF and IYF

PSCF

IYF

Invesco S&P SmallCap Financials ETF · $30MiShares U.S. Financials ETF · $3.8B

+21.7%3 years · per year$18,019 · $19,876+25.7%

+4.4%5 years · per year$12,417 · $16,748+10.9%

0.29%Expense ratio$29 · $37 on $10k · lower wins0.37%

2.14%12-mo yield$214 · $142 on $10k1.42%

−11.4%Worst dropSmaller wins−13.9%

16.1%VolatilityLower wins14.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPSCF · IYF

1.3%MKTX0.1%

1.7%LNC0.1%

1.2%RITM0.1%

1.0%VIRT0.1%

Held in common0.5%

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	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.42%	+3.3%	+7.2%	+13.5%	+25.7%	+10.9%	−13.9%	$3.8B
2	APSCF	Invesco S&P SmallCap Financials ETFRead Desk		0.29%	2.14%	+2.5%	+15.4%	+21.7%	+21.7%	+4.4%	−11.4%	$30M

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	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.42%	+3.3%	+7.2%	+13.5%	+25.7%	+10.9%	−13.9%	$3.8B
2	APSCF	Invesco S&P SmallCap Financials ETFRead Desk		0.29%	2.14%	+2.5%	+15.4%	+21.7%	+21.7%	+4.4%	−11.4%	$30M

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

PSCF vs IYF

PSCF

Invesco S&P SmallCap Financials

$12,417

IYF

iShares U.S. Financials

$16,748

MeasurePSCFIYF

Fee0.29%0.37%

Cost on $10k a year$29$37

Yield2.14%1.42%

5 years, per year+4.4%+10.9%

3 years, per year+21.7%+25.7%

Worst drop · 1Y−11.4%−13.9%

Volatility · 1Y16.1%14.8%

3–3measures won
level

0.5%

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: PSCF, IYF

Today

0.5%most shared, PSCF and IYF

PSCFIYF

PSCF—0.5%

IYF0.5%—

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

Income After Fees on $10,000

$185most kept, PSCF

PSCF$214 − $29 = $185

IYF$142 − $37 = $105

KeptFee

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