VFH vs KBWB

AVFH

BKBWB

Measures won4–2VFH wins · of 6 · 5Y

$10,000 · 5Y$16,079VFH · KBWB $14,817

Lowest cost0.09%VFH · $9 on $10k

Most income2.05%KBWB · $205 on $10k

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

Held in common32.3%VFH and KBWB

VFH

KBWB

Vanguard Financials ETF · $12.7BInvesco KBW Bank ETF · $6.7B

+25.2%3 years · per year$19,620 · $26,300+38.0%

+10.0%5 years · per year$16,079 · $14,817+8.2%

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

1.64%12-mo yield$164 · $205 on $10k2.05%

−14.7%Worst dropSmaller wins−16.4%

15.1%VolatilityLower wins20.2%

4–2VFH wins

$10,000 · 5 yearsOne scale

Shared top holdingsVFH · KBWB

10.4%JPM8.1%

4.2%BAC6.8%

2.9%GS7.4%

2.9%WFC8.4%

Held in common32.3%

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	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.7B

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	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.7B

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 KBWB

VFH

Vanguard Financials

$16,079

KBWB

Invesco KBW Bank

$14,817

MeasureVFHKBWB

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield1.64%2.05%

5 years, per year+10.0%+8.2%

3 years, per year+25.2%+38.0%

Worst drop · 1Y−14.7%−16.4%

Volatility · 1Y15.1%20.2%

4–2measures won
VFH first

32.3%

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, KBWB

Today

32.3%most shared, VFH and KBWB

VFHKBWB

VFH—32.3%

KBWB32.3%—

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

Income After Fees on $10,000

$170most kept, KBWB

KBWB$205 − $35 = $170

VFH$164 − $9 = $155

KeptFee

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