Compare · 2 funds side by side · dividends reinvested

IYG and KBWB

IYGiShares×KBWBInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,177IYG · best of the two

02 / 04

IYG and KBWB, 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%$6.8B1.4

iShares U.S. Financial Services ETFSectors · Financials0.37%1.08%+4.3%+9.5%+27.0%+8.7%−15.9%15.6%$2.3B1.6

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: IYG 2000 · KBWB 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Financial Services ETF · $2.3B$15,177

IYG

KBWB

Invesco KBW Bank ETF · $6.8B$14,091

$10,000 five years ago, dividends reinvested · they hold 37.0% in common

IYGMeasureKBWB

+4.3%Year to dateJan 1 → Nov 3+7.5%

+9.5%1 yearTotal return+18.3%

+27.0%3 years · per year$10,000 became $20,476 · $26,186+37.8%

+8.7%5 years · per year$10,000 became $15,177 · $14,091+7.1%

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

1.08%Trailing 12-mo yield$108 · $210 a year on $10k2.10%

−15.9%Worst dropSmaller is better−16.4%

15.6%VolatilityLower is calmer20.0%

IYGKBWB 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

IYG vs KBWB: Top 5 Holdings

Today

IYG

48.5%in top 5

KBWB

in top 538.2%

IYGStockKBWB

14.2%BRK-Bnot top 5

12.6%JPM8.1%

9.9%Vnot top 5

not top 5WFC8.4%

not top 5GS7.4%

not top 5MS7.4%

7.3%MAnot top 5

4.6%BAC6.8%

Held in common37.0%

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

IYG vs KBWB Returns, Every Period

iSharesIYG

+8.7%

5 years, per year

KBWBInvesco

+7.1%

5 years, per year

IYGKBWBFaded: behind in that period

1–3KBWB wins

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

IYG vs KBWB

YTD

iSharesIYG

+4.3%

KBWBInvesco

+7.5%

+4.3%Year to date+7.5%

−15.9%Worst drop · 1Y−16.4%

15.6%Volatility · 1Y20.0%

1.1%Yield2.1%

$2.3BAssets$6.8B

2–2level

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

Cost, Income and Risk

Fees: IYG, KBWB

Today

0.35%lowest, KBWB

FundExpense ratioFee$10k

KBWB0.35%$35

IYG0.37%$37

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

Yields: IYG, KBWB

2.10%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.10%$210

IYG1.08%$108

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

Income After Fees on $10,000

$175most kept, KBWB

KBWB$210 − $35 = $175

IYG$108 − $37 = $71

KeptFee

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

Overlap: IYG, KBWB

Today

37.0%most shared, IYG and KBWB

IYGKBWB

IYG—37.0%

KBWB37.0%—

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

IYGWorst drop−15.9%15.6% 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

KBWBIYG

+7.5%Year to date+4.3%

2.1%Yield1.1%

+18.3%Past year+9.5%

0.35%Fee0.37%

4–0KBWB wins

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