Compare · 2 funds side by side · dividends reinvested

IYF and KBWB

IYFiShares×KBWBInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,748IYF · best of the two

02 / 04

IYF and KBWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Bank ETFSectors · Financials0.35%2.05%+10.1%+21.2%+38.0%+8.2%−16.4%20.2%$6.8B1.4

iShares U.S. Financials ETFSectors · Financials0.37%1.42%+7.2%+13.5%+25.7%+10.9%−13.9%14.8%$3.8B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: IYF 2000 · KBWB 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Financials ETF · $3.8B$16,748

IYF

KBWB

Invesco KBW Bank ETF · $6.8B$14,817

$10,000 five years ago, dividends reinvested · they hold 35.9% in common

IYFMeasureKBWB

+7.2%Year to dateJan 1 → Nov 4+10.1%

+13.5%1 yearTotal return+21.2%

+25.7%3 years · per year$10,000 became $19,876 · $26,300+38.0%

+10.9%5 years · per year$10,000 became $16,748 · $14,817+8.2%

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

1.42%Trailing 12-mo yield$142 · $205 a year on $10k2.05%

−13.9%Worst dropSmaller is better−16.4%

14.8%VolatilityLower is calmer20.2%

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

3–5KBWB wins

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

More Ways to See the Pairs

IYF vs KBWB: Top 5 Holdings

Today

IYF

34.5%in top 5

KBWB

in top 538.3%

IYFStockKBWB

12.6%BRK-Bnot top 5

11.0%JPM8.1%

3.8%WFC8.4%

3.6%GS7.4%

not top 5MS7.4%

3.6%BAC6.8%

Held in common35.9%

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

IYF vs KBWB Returns, Every Period

iSharesIYF

+10.9%

5 years, per year

KBWBInvesco

+8.2%

5 years, per year

IYFKBWBFaded: behind in that period

1–3KBWB wins

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

IYF vs KBWB

YTD

iSharesIYF

+7.2%

KBWBInvesco

+10.1%

+7.2%Year to date+10.1%

−13.9%Worst drop · 1Y−16.4%

14.8%Volatility · 1Y20.2%

1.4%Yield2.0%

$3.8BAssets$6.8B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IYF, KBWB

Today

0.35%lowest, KBWB

FundExpense ratioFee$10k

KBWB0.35%$35

IYF0.37%$37

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

Yields: IYF, KBWB

2.05%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.05%$205

IYF1.42%$142

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

Income After Fees on $10,000

$170most kept, KBWB

KBWB$205 − $35 = $170

IYF$142 − $37 = $105

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IYF, KBWB

Today

35.9%most shared, IYF and KBWB

IYFKBWB

IYF—35.9%

KBWB35.9%—

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

Return vs Bumpiness: 2 ETFs

+21.2%KBWB, at 20.2% volatility

IYFWorst drop−13.9%14.8% 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

KBWBIYF

+10.1%Year to date+7.2%

2.0%Yield1.4%

+21.2%Past year+13.5%

0.35%Fee0.37%

4–0KBWB 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026