VFH vs SPY

AVFH

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · VFH $15,375

Lowest cost0.09%VFH · $9 on $10k

Most income1.70%VFH · $170 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common12.8%VFH and SPY

VFH

SPY

Vanguard Financials ETF · $12.7BState Street SPDR S&P 500 ETF · $819B

+23.1%3 years · per year$18,635 · $18,039+21.7%

+9.0%5 years · per year$15,375 · $17,118+11.3%

0.09%Expense ratio$9 · $9 on $10k · lower wins0.09%

1.70%12-mo yield$170 · $103 on $10k1.03%

−14.7%Worst dropSmaller wins−8.9%

15.4%VolatilityLower wins13.6%

2–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsVFH · SPY

8.3%BRK-B1.7%

10.4%JPM1.4%

7.1%V1.1%

5.3%MA0.8%

Held in common12.8%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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 SPY

VFH

Vanguard Financials

$15,375

SPY

SPDR S&P 500

$17,118

MeasureVFHSPY

Fee0.09%0.09%

Cost on $10k a year$9$9

Yield1.70%1.03%

5 years, per year+9.0%+11.3%

3 years, per year+23.1%+21.7%

Worst drop · 1Y−14.7%−8.9%

Volatility · 1Y15.4%13.6%

3–2measures won
SPY first

12.8%

holdings shared

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

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

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

Overlap: VFH, SPY

Today

12.8%most shared, VFH and SPY

VFHSPY

VFH—12.8%

SPY12.8%—

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

SPY$103 − $9 = $94

KeptFee

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