Compare · 2 funds side by side · dividends reinvested

KBE and IYF

KBESPDR×IYFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,929IYF · best of the two

02 / 04

KBE and IYF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Bank ETFSectors · Financials0.35%2.21%+11.6%+20.1%+27.5%+6.2%−14.6%19.4%$1.5B1.4

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+3.8%+9.6%+25.0%+9.8%−13.9%14.5%$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 3, 2026 · returns include dividends · since: KBE 2005 · IYF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Bank ETF · $1.5B$13,502

KBE

IYF

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

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

KBEMeasureIYF

+11.6%Year to dateJan 1 → Nov 3+3.8%

+20.1%1 yearTotal return+9.6%

+27.5%3 years · per year$10,000 became $20,751 · $19,552+25.0%

+6.2%5 years · per year$10,000 became $13,502 · $15,929+9.8%

0.35%Expense ratio$35 · $37 a year on $10k · lower is better0.37%

2.21%Trailing 12-mo yield$221 · $147 a year on $10k1.47%

−14.6%Worst dropSmaller is better−13.9%

19.4%VolatilityLower is calmer14.5%

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

5–3KBE wins

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

More Ways to See the Pairs

KBE vs IYF: Top 5 Holdings

Today

KBE

5.2%in top 5

IYF

in top 534.4%

KBEStockIYF

not top 5BRK-B12.4%

not top 5JPM11.0%

not top 5WFC3.7%

not top 5BAC3.7%

not top 5GS3.6%

1.1%FCNCAnot top 5

1.1%CUBInot top 5

1.1%CBCnot top 5

1.0%GBCInot top 5

1.0%CATYnot top 5

Held in common14.6%

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

KBE vs IYF Returns, Every Period

SPDRKBE

+6.2%

5 years, per year

IYFiShares

+9.8%

5 years, per year

KBEIYFFaded: behind in that period

3–1KBE wins

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

KBE vs IYF

YTD

SPDRKBE

+11.6%

IYFiShares

+3.8%

+11.6%Year to date+3.8%

−14.6%Worst drop · 1Y−13.9%

19.4%Volatility · 1Y14.5%

2.2%Yield1.5%

$1.5BAssets$3.8B

2–2level

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

Cost, Income and Risk

Fees: KBE, IYF

Today

0.35%lowest, KBE

FundExpense ratioFee$10k

KBE0.35%$35

IYF0.37%$37

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

Yields: KBE, IYF

2.21%highest, KBE

FundTrailing yieldYield$10k

KBE2.21%$221

IYF1.47%$147

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

Income After Fees on $10,000

$186most kept, KBE

KBE$221 − $35 = $186

IYF$147 − $37 = $110

KeptFee

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

Overlap: KBE, IYF

Today

14.6%most shared, KBE and IYF

KBEIYF

KBE—14.6%

IYF14.6%—

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

Return vs Bumpiness: 2 ETFs

+20.1%KBE, at 19.4% volatility

IYFWorst drop−13.9%14.5% vol

KBEWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

KBEIYF

+11.6%Year to date+3.8%

2.2%Yield1.5%

+20.1%Past year+9.6%

0.35%Fee0.37%

4–0KBE 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