VFH vs IXG

AVFH

BIXG

Measures won1–5IXG wins · of 6 · 5Y

$10,000 · 5Y$18,116IXG · VFH $15,434

Lowest cost0.09%VFH · $9 on $10k

Most income2.16%IXG · $216 on $10k

Smallest drop−11.3%IXG · worst fall in 1Y

Held in common52.1%VFH and IXG

VFH

IXG

Vanguard Financials ETF · $12.7BiShares Global Financials ETF · $727M

+23.6%3 years · per year$18,873 · $20,703+27.5%

+9.1%5 years · per year$15,434 · $18,116+12.6%

0.09%Expense ratio$9 · $38 on $10k · lower wins0.38%

1.69%12-mo yield$169 · $216 on $10k2.16%

−14.7%Worst dropSmaller wins−11.3%

15.4%VolatilityLower wins15.1%

1–5IXG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVFH · IXG

8.3%BRK-B6.7%

10.4%JPM5.9%

7.1%V4.7%

5.3%MA3.4%

Held in common52.1%

End-of-day Nov 5, 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	BIXG	iShares Global Financials ETFRead Desk		0.38%	2.16%	−2.6%	+10.3%	+17.8%	+27.5%	+12.6%	−11.3%	$727M
2	AVFH	Vanguard Financials ETFRead Desk		0.09%	1.69%	−2.8%	+5.8%	+11.2%	+23.6%	+9.1%	−14.7%	$12.7B

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

Both

5Y2 funds

#			Trend
1	BIXG	iShares Global Financials ETFRead Desk		0.38%	2.16%	−2.6%	+10.3%	+17.8%	+27.5%	+12.6%	−11.3%	$727M
2	AVFH	Vanguard Financials ETFRead Desk		0.09%	1.69%	−2.8%	+5.8%	+11.2%	+23.6%	+9.1%	−14.7%	$12.7B

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

Cards for this view

VFH vs IXG

VFH

Vanguard Financials

$15,434

IXG

iShares Global Financials

$18,116

MeasureVFHIXG

Fee0.09%0.38%

Cost on $10k a year$9$38

Yield1.69%2.16%

5 years, per year+9.1%+12.6%

3 years, per year+23.6%+27.5%

Worst drop · 1Y−14.7%−11.3%

Volatility · 1Y15.4%15.1%

5–1measures won
IXG first

52.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VFH, IXG

Today

52.1%most shared, VFH and IXG

VFHIXG

VFH—52.1%

IXG52.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$178most kept, IXG

IXG$216 − $38 = $178

VFH$169 − $9 = $160

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee