Compare · 3 funds side by side · dividends reinvested

IVV, KBWB and VTI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

IVV, KBWB and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.6

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.0

Invesco KBW Bank ETFSectors · Financials0.35%2.08%+8.3%+19.1%+34.7%+7.4%−16.4%20.6%$6.5B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · KBWB 2011 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

KBWB

Invesco KBW Bank ETF · $6.5B$14,313

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

IVVMeasureKBWB

+11.3%Year to dateJan 1 → Nov 9+8.3%

+13.6%1 yearTotal return+19.1%

+22.0%3 years · per year$10,000 became $18,159 · $24,427+34.7%

+11.9%5 years · per year$10,000 became $17,545 · $14,313+7.4%

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

1.11%Trailing 12-mo yield$111 · $208 a year on $10k2.08%

−8.9%Worst dropSmaller is better−16.4%

13.8%VolatilityLower is calmer20.6%

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

5–3IVV wins

End-of-day Nov 9, 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 538.2%

IVVStockKBWB

not top 5WFC8.4%

not top 5JPM8.2%

7.9%AAPLnot top 5

not top 5MS7.4%

not top 5GS7.3%

7.1%NVDAnot top 5

not top 5BAC6.9%

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common4.5%

End-of-day Nov 9, 2026 · share of each fund

IVV vs KBWB Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

KBWBInvesco

+7.4%

5 years, per year

IVVKBWBFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Sector: IVV vs KBWB

YTD

iSharesIVV

+11.3%

KBWBInvesco

+8.3%

+11.3%Year to date+8.3%

−8.9%Worst drop · 1Y−16.4%

13.8%Volatility · 1Y20.6%

1.1%Yield2.1%

$853BAssets$6.5B

3–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, KBWB, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

KBWB0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, KBWB, VTI

2.08%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.08%$208

IVV1.11%$111

VTI1.06%$106

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$173most kept, KBWB

KBWB$208 − $35 = $173

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVV, KBWB, VTI

Today

86.0%most shared, IVV and VTI

IVVKBWBVTI

IVV—4.5%86.0%

KBWB4.5%—4.0%

VTI86.0%4.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.1%KBWB, at 20.6% volatility

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

KBWBWorst drop−16.4%20.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

KBWBVTI

+8.3%Year to date+11.6%

2.1%Yield1.1%

+19.1%Past year+13.9%

0.35%Fee0.03%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026