Compare · 2 funds side by side · dividends reinvested

IAK and KBWB

IAKiShares×KBWBInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,457IAK · best of the two

02 / 04

IAK and KBWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Insurance ETFSectors · Financials0.37%2.38%+12.4%+21.6%+20.2%+14.2%−10.5%16.1%$479M1.3

Invesco KBW Bank ETFSectors · Financials0.35%2.10%+7.5%+18.3%+37.8%+7.1%−16.4%20.0%$6.8B1.8

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: IAK 2006 · KBWB 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Insurance ETF · $479M$19,457

IAK

KBWB

Invesco KBW Bank ETF · $6.8B$14,091

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IAKMeasureKBWB

+12.4%Year to dateJan 1 → Nov 3+7.5%

+21.6%1 yearTotal return+18.3%

+20.2%3 years · per year$10,000 became $17,366 · $26,186+37.8%

+14.2%5 years · per year$10,000 became $19,457 · $14,091+7.1%

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

2.38%Trailing 12-mo yield$238 · $210 a year on $10k2.10%

−10.5%Worst dropSmaller is better−16.4%

16.1%VolatilityLower is calmer20.0%

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

6–2IAK wins

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

More Ways to See the Pairs

IAK vs KBWB: Top 5 Holdings

Today

IAK

46.6%in top 5

KBWB

in top 538.2%

IAKStockKBWB

13.7%PGRnot top 5

13.1%CBnot top 5

8.4%TRVnot top 5

not top 5WFC8.4%

not top 5JPM8.1%

not top 5GS7.4%

not top 5MS7.4%

not top 5BAC6.8%

6.7%ALLnot top 5

4.6%AFLnot top 5

Held in common0.0%

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

IAK vs KBWB Returns, Every Period

iSharesIAK

+14.2%

5 years, per year

KBWBInvesco

+7.1%

5 years, per year

IAKKBWBFaded: behind in that period

3–1IAK wins

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

IAK vs KBWB

YTD

iSharesIAK

+12.4%

KBWBInvesco

+7.5%

+12.4%Year to date+7.5%

−10.5%Worst drop · 1Y−16.4%

16.1%Volatility · 1Y20.0%

2.4%Yield2.1%

$479MAssets$6.8B

4–0IAK wins

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

Cost, Income and Risk

Fees: IAK, KBWB

Today

0.35%lowest, KBWB

FundExpense ratioFee$10k

KBWB0.35%$35

IAK0.37%$37

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

Yields: IAK, KBWB

2.38%highest, IAK

FundTrailing yieldYield$10k

IAK2.38%$238

KBWB2.10%$210

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

Income After Fees on $10,000

$201most kept, IAK

IAK$238 − $37 = $201

KBWB$210 − $35 = $175

KeptFee

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

Overlap: IAK, KBWB

Today

0.0%most shared, IAK and KBWB

IAKKBWB

IAK—0.0%

KBWB0.0%—

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

Return vs Bumpiness: 2 ETFs

+21.6%IAK, at 16.1% volatility

IAKWorst drop−10.5%16.1% 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

IAKKBWB

+12.4%Year to date+7.5%

2.4%Yield2.1%

+21.6%Past year+18.3%

0.37%Fee0.35%

3–1IAK 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