Compare · 2 funds side by side · dividends reinvested

IYF and KBWP

IYFiShares×KBWPInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,928KBWP · best of the two

02 / 04

IYF and KBWP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Property & Casualty Insurance ETFSectors · Financials0.35%1.71%+14.5%+26.2%+20.5%+14.8%−12.0%18.3%$309M1.3

iShares U.S. Financials ETFSectors · Financials0.37%1.42%+7.2%+13.5%+25.7%+10.9%−13.9%14.8%$3.8B1.8

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 · KBWP 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

IYF

KBWP

Invesco KBW Property & Casualty Insurance ETF · $309M$19,928

$10,000 five years ago, dividends reinvested · they hold 14.6% in common

IYFMeasureKBWP

+7.2%Year to dateJan 1 → Nov 4+14.5%

+13.5%1 yearTotal return+26.2%

+25.7%3 years · per year$10,000 became $19,876 · $17,484+20.5%

+10.9%5 years · per year$10,000 became $16,748 · $19,928+14.8%

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

1.42%Trailing 12-mo yield$142 · $171 a year on $10k1.71%

−13.9%Worst dropSmaller is better−12.0%

14.8%VolatilityLower is calmer18.3%

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

2–6KBWP 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 KBWP: Top 5 Holdings

Today

IYF

34.5%in top 5

KBWP

in top 540.2%

IYFStockKBWP

12.6%BRK-Bnot top 5

11.0%JPMnot top 5

not top 5CB8.2%

not top 5TRV8.2%

not top 5MRSH8.1%

not top 5PGR8.0%

not top 5AON7.8%

3.8%WFCnot top 5

3.6%BACnot top 5

3.6%GSnot top 5

Held in common14.6%

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

IYF vs KBWP Returns, Every Period

iSharesIYF

+10.9%

5 years, per year

KBWPInvesco

+14.8%

5 years, per year

IYFKBWPFaded: behind in that period

1–3KBWP wins

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

IYF vs KBWP

YTD

iSharesIYF

+7.2%

KBWPInvesco

+14.5%

+7.2%Year to date+14.5%

−13.9%Worst drop · 1Y−12.0%

14.8%Volatility · 1Y18.3%

1.4%Yield1.7%

$3.8BAssets$309M

3–1KBWP wins

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

Cost, Income and Risk

Fees: IYF, KBWP

Today

0.35%lowest, KBWP

FundExpense ratioFee$10k

KBWP0.35%$35

IYF0.37%$37

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

Yields: IYF, KBWP

1.71%highest, KBWP

FundTrailing yieldYield$10k

KBWP1.71%$171

IYF1.42%$142

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

Income After Fees on $10,000

$136most kept, KBWP

KBWP$171 − $35 = $136

IYF$142 − $37 = $105

KeptFee

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

Overlap: IYF, KBWP

Today

14.6%most shared, IYF and KBWP

IYFKBWP

IYF—14.6%

KBWP14.6%—

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

Return vs Bumpiness: 2 ETFs

+26.2%KBWP, at 18.3% volatility

IYFWorst drop−13.9%14.8% vol

KBWPWorst drop−12.0%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

KBWPIYF

+14.5%Year to date+7.2%

1.7%Yield1.4%

+26.2%Past year+13.5%

0.35%Fee0.37%

4–0KBWP 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