Compare · 2 funds side by side · dividends reinvested

KBE and KBWB

KBESPDR×KBWBInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,817KBWB · best of the two

02 / 04

KBE and KBWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Bank ETFSectors · Financials0.35%2.17%+13.7%+22.2%+27.8%+7.3%−14.6%19.5%$1.5B1.3

Invesco KBW Bank ETFSectors · Financials0.35%2.05%+10.1%+21.2%+38.0%+8.2%−16.4%20.2%$6.8B1.6

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: KBE 2005 · KBWB 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Bank ETF · $1.5B$14,217

KBE

KBWB

Invesco KBW Bank ETF · $6.8B$14,817

$10,000 five years ago, dividends reinvested · they hold 18.0% in common

KBEMeasureKBWB

+13.7%Year to dateJan 1 → Nov 4+10.1%

+22.2%1 yearTotal return+21.2%

+27.8%3 years · per year$10,000 became $20,864 · $26,300+38.0%

+7.3%5 years · per year$10,000 became $14,217 · $14,817+8.2%

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

2.17%Trailing 12-mo yield$217 · $205 a year on $10k2.05%

−14.6%Worst dropSmaller is better−16.4%

19.5%VolatilityLower is calmer20.2%

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

5–2KBE wins

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

More Ways to See the Pairs

KBE vs KBWB: Top 5 Holdings

Today

KBE

5.2%in top 5

KBWB

in top 538.3%

KBEStockKBWB

not top 5WFC8.4%

not top 5JPM8.1%

not top 5GS7.4%

not top 5MS7.4%

not top 5BAC6.8%

1.1%CBCnot top 5

1.0%CUBInot top 5

1.0%FCNCAnot top 5

1.0%GBCInot top 5

1.0%EQHnot top 5

Held in common18.0%

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

KBE vs KBWB Returns, Every Period

SPDRKBE

+7.3%

5 years, per year

KBWBInvesco

+8.2%

5 years, per year

KBEKBWBFaded: behind in that period

2–2Level

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

KBE vs KBWB

YTD

SPDRKBE

+13.7%

KBWBInvesco

+10.1%

+13.7%Year to date+10.1%

−14.6%Worst drop · 1Y−16.4%

19.5%Volatility · 1Y20.2%

2.2%Yield2.0%

$1.5BAssets$6.8B

4–0KBE wins

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

Cost, Income and Risk

Fees: KBE, KBWB

Today

0.35%lowest, KBE

FundExpense ratioFee$10k

KBE0.35%$35

KBWB0.35%$35

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

Yields: KBE, KBWB

2.17%highest, KBE

FundTrailing yieldYield$10k

KBE2.17%$217

KBWB2.05%$205

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

Income After Fees on $10,000

$182most kept, KBE

KBE$217 − $35 = $182

KBWB$205 − $35 = $170

KeptFee

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

Overlap: KBE, KBWB

Today

18.0%most shared, KBE and KBWB

KBEKBWB

KBE—18.0%

KBWB18.0%—

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

Return vs Bumpiness: 2 ETFs

+22.2%KBE, at 19.5% volatility

KBEWorst drop−14.6%19.5% 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

KBEKBWB

+13.7%Year to date+10.1%

2.2%Yield2.0%

+22.2%Past year+21.2%

0.35%Fee0.35%

3–0KBE 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