Compare · 2 funds side by side · dividends reinvested

FNCL and KBWB

FNCLFidelity×KBWBInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,259FNCL · best of the two

02 / 04

FNCL and KBWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.60%+5.4%+10.8%+24.5%+8.8%−14.8%14.7%$2.2B1.5

Invesco KBW Bank ETFSectors · Financials0.35%2.10%+7.5%+18.3%+37.8%+7.1%−16.4%20.0%$6.8B1.5

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: FNCL 2013 · KBWB 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.8B$14,091

KBWB

FNCL

Fidelity MSCI Financials Index ETF · $2.2B$15,259

$10,000 five years ago, dividends reinvested · they hold 31.1% in common

KBWBMeasureFNCL

+7.5%Year to dateJan 1 → Nov 3+5.4%

+18.3%1 yearTotal return+10.8%

+37.8%3 years · per year$10,000 became $26,186 · $19,314+24.5%

+7.1%5 years · per year$10,000 became $14,091 · $15,259+8.8%

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

2.10%Trailing 12-mo yield$210 · $160 a year on $10k1.60%

−16.4%Worst dropSmaller is better−14.8%

20.0%VolatilityLower is calmer14.7%

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

4–4Level

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

More Ways to See the Pairs

KBWB vs FNCL: Top 5 Holdings

Today

KBWB

38.2%in top 5

FNCL

in top 536.1%

KBWBStockFNCL

8.1%JPM10.0%

not top 5BRK-B8.7%

8.4%WFCnot top 5

not top 5V7.8%

7.4%GSnot top 5

7.4%MSnot top 5

6.8%BAC3.6%

not top 5MA5.9%

Held in common31.1%

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

KBWB vs FNCL Returns, Every Period

InvescoKBWB

+7.1%

5 years, per year

FNCLFidelity

+8.8%

5 years, per year

KBWBFNCLFaded: behind in that period

3–1KBWB wins

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

KBWB vs FNCL

YTD

InvescoKBWB

+7.5%

FNCLFidelity

+5.4%

+7.5%Year to date+5.4%

−16.4%Worst drop · 1Y−14.8%

20.0%Volatility · 1Y14.7%

2.1%Yield1.6%

$6.8BAssets$2.2B

2–2level

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

Cost, Income and Risk

Fees: FNCL, KBWB

Today

0.08%lowest, FNCL

FundExpense ratioFee$10k

FNCL0.08%$8

KBWB0.35%$35

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

Yields: FNCL, KBWB

2.10%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.10%$210

FNCL1.60%$160

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

Income After Fees on $10,000

$175most kept, KBWB

KBWB$210 − $35 = $175

FNCL$160 − $8 = $152

KeptFee

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

Overlap: FNCL, KBWB

Today

31.1%most shared, FNCL and KBWB

FNCLKBWB

FNCL—31.1%

KBWB31.1%—

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

FNCLWorst drop−14.8%14.7% 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

KBWBFNCL

+7.5%Year to date+5.4%

2.1%Yield1.6%

+18.3%Past year+10.8%

0.35%Fee0.08%

3–1KBWB 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