Compare · 2 funds side by side · dividends reinvested

KBWB and IYF

KBWBInvesco×IYFiShares×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$26,186KBWB · best of the two

02 / 04

KBWB and IYF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Bank ETFSectors · Financials0.35%2.10%+7.5%+18.3%+37.8%+7.1%−16.4%20.0%$6.8B1.4

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+3.8%+9.6%+25.0%+9.8%−13.9%14.5%$3.8B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: KBWB 2011 · IYF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Financials ETF · $3.8B$15,929

IYF

KBWB

Invesco KBW Bank ETF · $6.8B$14,091

$10,000 five years ago, dividends reinvested · they hold 36.0% in common

IYFMeasureKBWB

+3.8%Year to dateJan 1 → Nov 3+7.5%

+9.6%1 yearTotal return+18.3%

+25.0%3 years · per year$10,000 became $19,552 · $26,186+37.8%

+9.8%5 years · per year$10,000 became $15,929 · $14,091+7.1%

0.37%Expense ratio$37 · $35 a year on $10k · lower is better0.35%

1.47%Trailing 12-mo yield$147 · $210 a year on $10k2.10%

−13.9%Worst dropSmaller is better−16.4%

14.5%VolatilityLower is calmer20.0%

IYFKBWB Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5KBWB wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IYF vs KBWB: Top 5 Holdings

Today

IYF

34.4%in top 5

KBWB

in top 538.2%

IYFStockKBWB

12.4%BRK-Bnot top 5

11.0%JPM8.1%

3.7%WFC8.4%

3.6%GS7.4%

not top 5MS7.4%

3.7%BAC6.8%

Held in common36.0%

End-of-day Nov 3, 2026 · share of each fund

IYF vs KBWB Returns, Every Period

iSharesIYF

+9.8%

5 years, per year

KBWBInvesco

+7.1%

5 years, per year

IYFKBWBFaded: behind in that period

1–3KBWB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IYF vs KBWB

YTD

iSharesIYF

+3.8%

KBWBInvesco

+7.5%

+3.8%Year to date+7.5%

−13.9%Worst drop · 1Y−16.4%

14.5%Volatility · 1Y20.0%

1.5%Yield2.1%

$3.8BAssets$6.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWB, IYF

Today

0.35%lowest, KBWB

FundExpense ratioFee$10k

KBWB0.35%$35

IYF0.37%$37

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: KBWB, IYF

2.10%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.10%$210

IYF1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$175most kept, KBWB

KBWB$210 − $35 = $175

IYF$147 − $37 = $110

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: KBWB, IYF

Today

36.0%most shared, KBWB and IYF

KBWBIYF

KBWB—36.0%

IYF36.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.3%KBWB, at 20.0% volatility

IYFWorst drop−13.9%14.5% vol

KBWBWorst drop−16.4%20.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

KBWBIYF

+7.5%Year to date+3.8%

2.1%Yield1.5%

+18.3%Past year+9.6%

0.35%Fee0.37%

4–0KBWB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026