Compare · 2 funds side by side · dividends reinvested

IXG and KBWB

IXGiShares×KBWBInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,881IXG · best of the two

02 / 04

IXG and KBWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Financials ETFSectors · Financials0.38%2.18%+9.1%+16.3%+28.0%+12.3%−11.3%14.4%$702M1.4

Invesco KBW Bank ETFSectors · Financials0.35%2.10%+7.5%+18.3%+37.8%+7.1%−16.4%20.0%$6.8B1.6

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: IXG 2001 · KBWB 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Financials ETF · $702M$17,881

IXG

KBWB

Invesco KBW Bank ETF · $6.8B$14,091

$10,000 five years ago, dividends reinvested · they hold 18.7% in common

IXGMeasureKBWB

+9.1%Year to dateJan 1 → Nov 3+7.5%

+16.3%1 yearTotal return+18.3%

+28.0%3 years · per year$10,000 became $20,958 · $26,186+37.8%

+12.3%5 years · per year$10,000 became $17,881 · $14,091+7.1%

0.38%Expense ratio$38 · $35 a year on $10k · lower is better0.35%

2.18%Trailing 12-mo yield$218 · $210 a year on $10k2.10%

−11.3%Worst dropSmaller is better−16.4%

14.4%VolatilityLower is calmer20.0%

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

5–3IXG wins

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

More Ways to See the Pairs

IXG vs KBWB: Top 5 Holdings

Today

IXG

22.3%in top 5

KBWB

in top 538.2%

IXGStockKBWB

not top 5WFC8.4%

5.8%JPM8.1%

not top 5GS7.4%

not top 5MS7.4%

2.1%BAC6.8%

6.5%BRK-Bnot top 5

4.6%Vnot top 5

3.3%MAnot top 5

Held in common18.7%

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

IXG vs KBWB Returns, Every Period

iSharesIXG

+12.3%

5 years, per year

KBWBInvesco

+7.1%

5 years, per year

IXGKBWBFaded: behind in that period

2–2Level

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

IXG vs KBWB

YTD

iSharesIXG

+9.1%

KBWBInvesco

+7.5%

+9.1%Year to date+7.5%

−11.3%Worst drop · 1Y−16.4%

14.4%Volatility · 1Y20.0%

2.2%Yield2.1%

$702MAssets$6.8B

4–0IXG wins

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

Cost, Income and Risk

Fees: IXG, KBWB

Today

0.35%lowest, KBWB

FundExpense ratioFee$10k

KBWB0.35%$35

IXG0.38%$38

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

Yields: IXG, KBWB

2.18%highest, IXG

FundTrailing yieldYield$10k

IXG2.18%$218

KBWB2.10%$210

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

Income After Fees on $10,000

$180most kept, IXG

IXG$218 − $38 = $180

KBWB$210 − $35 = $175

KeptFee

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

Overlap: IXG, KBWB

Today

18.7%most shared, IXG and KBWB

IXGKBWB

IXG—18.7%

KBWB18.7%—

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

IXGWorst drop−11.3%14.4% 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

IXGKBWB

+9.1%Year to date+7.5%

2.2%Yield2.1%

+16.3%Past year+18.3%

0.38%Fee0.35%

2–2level

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