VFH vs FNCL

AVFH

BFNCL

Measures won2–1VFH wins · of 6 · 5Y

$10,000 · 5Y$15,541VFH · FNCL $15,532

Lowest cost0.08%FNCL · $8 on $10k

Most income1.67%VFH · $167 on $10k

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

Held in common92.5%VFH and FNCL

VFH

FNCL

Vanguard Financials ETF · $12.7BFidelity MSCI Financials Index ETF · $2.3B

+22.7%3 years · per year$18,456 · $18,458+22.7%

+9.2%5 years · per year$15,541 · $15,532+9.2%

0.09%Expense ratio$9 · $8 on $10k · lower wins0.08%

1.67%12-mo yield$167 · $158 on $10k1.58%

−14.7%Worst dropSmaller wins−14.8%

15.4%VolatilityLower wins15.4%

2–1VFH wins

$10,000 · 5 yearsOne scale

Shared top holdingsVFH · FNCL

10.4%JPM9.9%

8.3%BRK-B9.0%

7.1%V7.9%

5.3%MA5.9%

Held in common92.5%

End-of-day Nov 9, 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%	1.67%	+1.5%	+6.8%	+12.3%	+22.7%	+9.2%	−14.7%	$12.7B
2	BFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.58%	+1.5%	+6.8%	+12.3%	+22.7%	+9.2%	−14.8%	$2.3B

End-of-day Nov 9, 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%	1.67%	+1.5%	+6.8%	+12.3%	+22.7%	+9.2%	−14.7%	$12.7B
2	BFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.58%	+1.5%	+6.8%	+12.3%	+22.7%	+9.2%	−14.8%	$2.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VFH vs FNCL

VFH

Vanguard Financials

$15,541

FNCL

Fidelity MSCI Financials Index

$15,532

MeasureVFHFNCL

Fee0.09%0.08%

Cost on $10k a year$9$8

Yield1.67%1.58%

5 years, per year+9.2%+9.2%

3 years, per year+22.7%+22.7%

Worst drop · 1Y−14.7%−14.8%

Volatility · 1Y15.4%15.4%

2–1measures won
VFH first

92.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: VFH, FNCL

Today

92.5%most shared, VFH and FNCL

VFHFNCL

VFH—92.5%

FNCL92.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$158most kept, VFH

VFH$167 − $9 = $158

FNCL$158 − $8 = $150

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee