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$20,202IAK · 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%2.33%+15.0%+24.9%+20.4%+15.1%−10.5%16.2%$498M1.3

Invesco KBW Bank ETFSectors · Financials0.35%2.05%+10.1%+21.2%+38.0%+8.2%−16.4%20.2%$6.7B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: IAK 2006 · KBWB 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.7B$14,817

KBWB

IAK

iShares U.S. Insurance ETF · $498M$20,202

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

KBWBMeasureIAK

+10.1%Year to dateJan 1 → Nov 4+15.0%

+21.2%1 yearTotal return+24.9%

+38.0%3 years · per year$10,000 became $26,300 · $17,456+20.4%

+8.2%5 years · per year$10,000 became $14,817 · $20,202+15.1%

0.35%Expense ratio$35 · $37 a year on $10k · lower is better0.37%

2.05%Trailing 12-mo yield$205 · $233 a year on $10k2.33%

−16.4%Worst dropSmaller is better−10.5%

20.2%VolatilityLower is calmer16.2%

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

2–6IAK wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KBWB vs IAK: Top 5 Holdings

Today

KBWB

38.3%in top 5

IAK

in top 546.3%

KBWBStockIAK

not top 5PGR13.5%

not top 5CB13.1%

8.4%WFCnot top 5

not top 5TRV8.4%

8.1%JPMnot top 5

7.4%GSnot top 5

7.4%MSnot top 5

6.8%BACnot top 5

not top 5ALL6.6%

not top 5AFL4.6%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

KBWB vs IAK Returns, Every Period

InvescoKBWB

+8.2%

5 years, per year

IAKiShares

+15.1%

5 years, per year

KBWBIAKFaded: behind in that period

1–3IAK wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

KBWB vs IAK

YTD

InvescoKBWB

+10.1%

IAKiShares

+15.0%

+10.1%Year to date+15.0%

−16.4%Worst drop · 1Y−10.5%

20.2%Volatility · 1Y16.2%

2.0%Yield2.3%

$6.7BAssets$498M

4–0IAK wins

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: IAK, KBWB

2.33%highest, IAK

FundTrailing yieldYield$10k

IAK2.33%$233

KBWB2.05%$205

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$196most kept, IAK

IAK$233 − $37 = $196

KBWB$205 − $35 = $170

KeptFee

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

Return vs Bumpiness: 2 ETFs

+24.9%IAK, at 16.2% volatility

IAKWorst drop−10.5%16.2% vol

KBWBWorst drop−16.4%20.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IAKKBWB

+15.0%Year to date+10.1%

2.3%Yield2.0%

+24.9%Past year+21.2%

0.37%Fee0.35%

3–1IAK wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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