VFH vs IYF

AVFH

BIYF

Measures won2–4IYF wins · of 6 · 5Y

$10,000 · 5Y$16,016IYF · VFH $15,375

Lowest cost0.09%VFH · $9 on $10k

Most income1.70%VFH · $170 on $10k

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

Held in common73.9%VFH and IYF

VFH

IYF

Vanguard Financials ETF · $12.7BiShares U.S. Financials ETF · $3.8B

+23.1%3 years · per year$18,635 · $18,869+23.6%

+9.0%5 years · per year$15,375 · $16,016+9.9%

0.09%Expense ratio$9 · $37 on $10k · lower wins0.37%

1.70%12-mo yield$170 · $147 on $10k1.47%

−14.7%Worst dropSmaller wins−13.9%

15.4%VolatilityLower wins15.1%

2–4IYF wins

$10,000 · 5 yearsOne scale

Shared top holdingsVFH · IYF

10.4%JPM10.9%

8.3%BRK-B12.9%

4.2%BAC3.6%

2.9%GS3.4%

Held in common73.9%

End-of-day Nov 6, 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	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.6%	+3.5%	+8.8%	+23.6%	+9.9%	−13.9%	$3.8B
2	AVFH	Vanguard Financials ETFRead Desk		0.09%	1.70%	−0.6%	+5.2%	+10.1%	+23.1%	+9.0%	−14.7%	$12.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.6%	+3.5%	+8.8%	+23.6%	+9.9%	−13.9%	$3.8B
2	AVFH	Vanguard Financials ETFRead Desk		0.09%	1.70%	−0.6%	+5.2%	+10.1%	+23.1%	+9.0%	−14.7%	$12.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VFH vs IYF

VFH

Vanguard Financials

$15,375

IYF

iShares U.S. Financials

$16,016

MeasureVFHIYF

Fee0.09%0.37%

Cost on $10k a year$9$37

Yield1.70%1.47%

5 years, per year+9.0%+9.9%

3 years, per year+23.1%+23.6%

Worst drop · 1Y−14.7%−13.9%

Volatility · 1Y15.4%15.1%

4–2measures won
IYF first

73.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VFH, IYF

Today

73.9%most shared, VFH and IYF

VFHIYF

VFH—73.9%

IYF73.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$161most kept, VFH

VFH$170 − $9 = $161

IYF$147 − $37 = $110

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee