PSCF vs KBWB

APSCF

BKBWB

Measures won4–2PSCF wins · of 6 · 5Y

$10,000 · 5Y$26,887XLE · XLF $15,353

Lowest cost0.08%XLF · $8 on $10k

Most income2.28%XLE · $228 on $10k

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

Held in common0.1%PSCF and KBWB

PSCF

KBWB

Invesco S&P SmallCap Financials ETF · $30MInvesco KBW Bank ETF · $6.8B

+21.2%3 years · per year$17,785 · $26,186+37.8%

+3.5%5 years · per year$11,849 · $14,091+7.1%

0.29%Expense ratio$29 · $35 on $10k · lower wins0.35%

2.19%12-mo yield$219 · $210 on $10k2.10%

−11.4%Worst dropSmaller wins−16.4%

15.9%VolatilityLower wins20.0%

4–2PSCF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPSCF · KBWB

0.1%AGPXX0.2%

Held in common0.1%

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

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
3	BKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.10%	−0.5%	+7.5%	+18.3%	+37.8%	+7.1%	−16.4%	$6.8B
4	APSCF	Invesco S&P SmallCap Financials ETFRead Desk	0.29%	2.19%	−0.8%	+12.6%	+19.0%	+21.2%	+3.5%	−11.4%	$30M

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

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
3	BKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.10%	−0.5%	+7.5%	+18.3%	+37.8%	+7.1%	−16.4%	$6.8B
4	APSCF	Invesco S&P SmallCap Financials ETFRead Desk	0.29%	2.19%	−0.8%	+12.6%	+19.0%	+21.2%	+3.5%	−11.4%	$30M

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

PSCF vs KBWB

PSCF

Invesco S&P SmallCap Financials

$11,849

KBWB

Invesco KBW Bank

$14,091

MeasurePSCFKBWB

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield2.19%2.10%

5 years, per year+3.5%+7.1%

3 years, per year+21.2%+37.8%

Worst drop · 1Y−11.4%−16.4%

Volatility · 1Y15.9%20.0%

4–2measures won
PSCF first

0.1%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

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

Overlap: PSCF, KBWB, XLF, XLE

Today

33.5%most shared, KBWB and XLF

PSCFKBWBXLFXLE

PSCF—0.1%0.0%0.0%

KBWB0.1%—33.5%0.0%

XLF0.0%33.5%—0.0%

XLE0.0%0.0%0.0%—

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

Income After Fees on $10,000

$220most kept, XLE

XLE$228 − $8 = $220

PSCF$219 − $29 = $190

KBWB$210 − $35 = $175

XLF$144 − $8 = $136

KeptFee

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