VFH vs FDIQ

AVFH

BFDIQ

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,079VFH

Lowest cost0.09%VFH · $9 on $10k

Most income1.92%FDIQ · $192 on $10k

Smallest drop−14.7%VFH · worst fall in 1Y

Held in common6.5%VFH and FDIQ

VFH

FDIQ

Vanguard Financials ETF · $12.7BInvesco Bloomberg Financial Data Providers ETF · $43M

+25.2%3 years · per year$19,620 · […][…]

+10.0%5 years · per year$16,079 · […][…]

0.09%Expense ratio$9 · $35 on $10k · lower wins0.35%

1.64%12-mo yield$164 · $192 on $10k1.92%

−14.7%Worst dropSmaller wins[…]

15.1%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsVFH · FDIQ

1.4%SPGI4.8%

1.1%CME4.6%

1.0%ICE4.5%

0.8%MCO4.5%

Held in common6.5%

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	AVFH	Vanguard Financials ETFRead Desk		0.09%	1.64%	+3.3%	+8.8%	+14.9%	+25.2%	+10.0%	−14.7%	$12.7B
2	BFDIQ	Invesco Bloomberg Financial Data Providers ETFRead Desk		0.35%	1.92%	+2.8%	new	new	new	new	[…]	$43M

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	AVFH	Vanguard Financials ETFRead Desk		0.09%	1.64%	+3.3%	+8.8%	+14.9%	+25.2%	+10.0%	−14.7%	$12.7B
2	BFDIQ	Invesco Bloomberg Financial Data Providers ETFRead Desk		0.35%	1.92%	+2.8%	new	new	new	new	[…]	$43M

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

VFH vs FDIQ

VFH

Vanguard Financials

$16,079

FDIQ

Invesco Bloomberg Financial Data Providers

[…]

MeasureVFHFDIQ

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield1.64%1.92%

5 years, per year+10.0%[…]

3 years, per year+25.2%[…]

Worst drop · 1Y−14.7%[…]

Volatility · 1Y15.1%[…]

1–1measures won
level

6.5%

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%

$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: VFH, FDIQ

Today

6.5%most shared, VFH and FDIQ

VFHFDIQ

VFH—6.5%

FDIQ6.5%—

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

Income After Fees on $10,000

$157most kept, FDIQ

FDIQ$192 − $35 = $157

VFH$164 − $9 = $155

KeptFee

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