VFH vs GSIB

AVFH

BGSIB

Measures won3–1VFH wins · of 6 · 5Y

$10,000 · 5Y$16,079VFH

Lowest cost0.09%VFH · $9 on $10k

Most income1.64%VFH · $164 on $10k

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

Held in common19.8%VFH and GSIB

VFH

GSIB

Vanguard Financials ETF · $12.7BThemes Global Systemically Important Banks ETF · $39M

+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 · $162 on $10k1.62%

−14.7%Worst dropSmaller wins−13.9%

15.1%VolatilityLower wins18.6%

3–1VFH wins

$10,000 · 5 yearsOne scale

Shared top holdingsVFH · GSIB

10.4%JPM3.7%

4.2%BAC3.3%

2.9%GS3.7%

2.9%WFC3.8%

Held in common19.8%

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	BGSIB	Themes Global Systemically Important Banks ETFRead Desk		0.35%	1.62%	+3.9%	+17.7%	+30.4%	new	new	−13.9%	$39M

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	BGSIB	Themes Global Systemically Important Banks ETFRead Desk		0.35%	1.62%	+3.9%	+17.7%	+30.4%	new	new	−13.9%	$39M

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 GSIB

VFH

Vanguard Financials

$16,079

GSIB

Themes Global Systemically Important Banks

[…]

MeasureVFHGSIB

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield1.64%1.62%

5 years, per year+10.0%[…]

3 years, per year+25.2%[…]

Worst drop · 1Y−14.7%−13.9%

Volatility · 1Y15.1%18.6%

2–1measures won
VFH first

19.8%

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, GSIB

Today

19.8%most shared, VFH and GSIB

VFHGSIB

VFH—19.8%

GSIB19.8%—

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

Income After Fees on $10,000

$155most kept, VFH

VFH$164 − $9 = $155

GSIB$162 − $35 = $127

KeptFee

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