Compare · 3 funds side by side · dividends reinvested

IVV, KBWB and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

IVV, KBWB and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

Invesco KBW Bank ETFSectors · Financials0.35%2.13%+5.7%+16.1%+35.6%+7.2%−16.4%20.5%$6.9B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · KBWB 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

KBWB

Invesco KBW Bank ETF · $6.9B$14,125

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

IVVMeasureKBWB

+8.7%Year to dateJan 1 → Nov 6+5.7%

+9.8%1 yearTotal return+16.1%

+21.8%3 years · per year$10,000 became $18,084 · $24,920+35.6%

+11.4%5 years · per year$10,000 became $17,177 · $14,125+7.2%

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

1.14%Trailing 12-mo yield$114 · $213 a year on $10k2.13%

−8.9%Worst dropSmaller is better−16.4%

13.6%VolatilityLower is calmer20.5%

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

5–3IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs KBWB: Top 5 Holdings

Today

IVV

27.8%in top 5

KBWB

in top 538.3%

IVVStockKBWB

not top 5WFC8.5%

not top 5JPM8.2%

7.9%AAPLnot top 5

not top 5MS7.4%

not top 5GS7.3%

not top 5BAC6.9%

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common4.5%

End-of-day Nov 6, 2026 · share of each fund

IVV vs KBWB Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

KBWBInvesco

+7.2%

5 years, per year

IVVKBWBFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Sector: IVV vs KBWB

YTD

iSharesIVV

+8.7%

KBWBInvesco

+5.7%

+8.7%Year to date+5.7%

−8.9%Worst drop · 1Y−16.4%

13.6%Volatility · 1Y20.5%

1.1%Yield2.1%

$850BAssets$6.9B

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, KBWB, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

KBWB0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, KBWB, VOO

2.13%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.13%$213

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$178most kept, KBWB

KBWB$213 − $35 = $178

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: IVV, KBWB, VOO

Today

92.2%most shared, IVV and VOO

IVVKBWBVOO

IVV—4.5%92.2%

KBWB4.5%—4.3%

VOO92.2%4.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.1%KBWB, at 20.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

KBWBWorst drop−16.4%20.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

KBWBIVV

+5.7%Year to date+8.7%

2.1%Yield1.1%

+16.1%Past year+9.8%

0.35%Fee0.03%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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