Compare · 3 funds side by side · dividends reinvested

IYF, KBWB and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,178VGT · best of the three

02 / 04

IYF, KBWB and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Bank ETFSectors · Financials0.35%2.10%+7.5%+18.3%+37.8%+7.1%−16.4%20.0%$6.8B1.9

Vanguard Information Technology ETFSectors · Technology0.09%0.41%+22.8%+16.8%+32.7%+17.3%−15.8%25.5%$155B1.9

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+3.8%+9.6%+25.0%+9.8%−13.9%14.5%$3.8B2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: IYF 2000 · KBWB 2011 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Financials ETF · $3.8B$15,929

IYF

KBWB

Invesco KBW Bank ETF · $6.8B$14,091

$10,000 five years ago, dividends reinvested · they hold 36.0% in common

IYFMeasureKBWB

+3.8%Year to dateJan 1 → Nov 3+7.5%

+9.6%1 yearTotal return+18.3%

+25.0%3 years · per year$10,000 became $19,552 · $26,186+37.8%

+9.8%5 years · per year$10,000 became $15,929 · $14,091+7.1%

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

1.47%Trailing 12-mo yield$147 · $210 a year on $10k2.10%

−13.9%Worst dropSmaller is better−16.4%

14.5%VolatilityLower is calmer20.0%

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

3–5KBWB wins

End-of-day Nov 3, 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

34.4%in top 5

KBWB

in top 538.2%

IYFStockKBWB

12.4%BRK-Bnot top 5

11.0%JPM8.1%

3.7%WFC8.4%

3.6%GS7.4%

not top 5MS7.4%

3.7%BAC6.8%

Held in common36.0%

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

IYF vs KBWB Returns, Every Period

iSharesIYF

+9.8%

5 years, per year

KBWBInvesco

+7.1%

5 years, per year

IYFKBWBFaded: behind in that period

1–3KBWB wins

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

IYF vs KBWB

YTD

iSharesIYF

+3.8%

KBWBInvesco

+7.5%

+3.8%Year to date+7.5%

−13.9%Worst drop · 1Y−16.4%

14.5%Volatility · 1Y20.0%

1.5%Yield2.1%

$3.8BAssets$6.8B

2–2level

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

Cost, Income and Risk

Fees: IYF, KBWB, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

KBWB0.35%$35

IYF0.37%$37

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

Yields: IYF, KBWB, VGT

2.10%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.10%$210

IYF1.47%$147

VGT0.41%$41

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

Income After Fees on $10,000

$175most kept, KBWB

KBWB$210 − $35 = $175

IYF$147 − $37 = $110

VGT$41 − $9 = $32

KeptFee

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

Overlap: IYF, KBWB, VGT

Today

36.0%most shared, IYF and KBWB

IYFKBWBVGT

IYF—36.0%0.1%

KBWB36.0%—0.0%

VGT0.1%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.3%KBWB, at 20.0% volatility

IYFWorst drop−13.9%14.5% vol

KBWBWorst drop−16.4%20.0% vol

VGTWorst drop−15.8%25.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

KBWBVGT

+7.5%Year to date+22.8%

2.1%Yield0.4%

+18.3%Past year+16.8%

0.35%Fee0.09%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+22.8%

+23.0%Year to date+22.8%

0.08% · $8Fee · on $10k a year0.09% · $9

$115BAssets$155B

2–0XLK wins

End-of-day Nov 3, 2026

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