Compare · 2 funds side by side · dividends reinvested

KBE and VFH

KBESPDR×VFHVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,281VFH · best of the two

02 / 04

KBE and VFH, 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

Vanguard Financials ETFSectors · Financials0.09%1.69%+5.4%+10.9%+24.5%+8.9%−14.7%14.8%$12.7B1.6

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 · VFH 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

KBE

VFH

Vanguard Financials ETF · $12.7B$15,281

$10,000 five years ago, dividends reinvested · they hold 15.0% in common

KBEMeasureVFH

+11.6%Year to dateJan 1 → Nov 3+5.4%

+20.1%1 yearTotal return+10.9%

+27.5%3 years · per year$10,000 became $20,751 · $19,298+24.5%

+6.2%5 years · per year$10,000 became $13,502 · $15,281+8.9%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

2.21%Trailing 12-mo yield$221 · $169 a year on $10k1.69%

−14.6%Worst dropSmaller is better−14.7%

19.4%VolatilityLower is calmer14.8%

KBEVFH 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 VFH: Top 5 Holdings

Today

KBE

5.2%in top 5

VFH

in top 535.3%

KBEStockVFH

not top 5JPM10.4%

not top 5BRK-B8.3%

not top 5V7.1%

not top 5MA5.3%

not top 5BAC4.2%

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 common15.0%

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

KBE vs VFH Returns, Every Period

SPDRKBE

+6.2%

5 years, per year

VFHVanguard

+8.9%

5 years, per year

KBEVFHFaded: behind in that period

3–1KBE wins

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

KBE vs VFH

YTD

SPDRKBE

+11.6%

VFHVanguard

+5.4%

+11.6%Year to date+5.4%

−14.6%Worst drop · 1Y−14.7%

19.4%Volatility · 1Y14.8%

2.2%Yield1.7%

$1.5BAssets$12.7B

3–1KBE wins

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

Cost, Income and Risk

Fees: KBE, VFH

Today

0.09%lowest, VFH

FundExpense ratioFee$10k

VFH0.09%$9

KBE0.35%$35

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

Yields: KBE, VFH

2.21%highest, KBE

FundTrailing yieldYield$10k

KBE2.21%$221

VFH1.69%$169

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

Income After Fees on $10,000

$186most kept, KBE

KBE$221 − $35 = $186

VFH$169 − $9 = $160

KeptFee

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

Overlap: KBE, VFH

Today

15.0%most shared, KBE and VFH

KBEVFH

KBE—15.0%

VFH15.0%—

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

VFHWorst drop−14.7%14.8% 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

KBEVFH

+11.6%Year to date+5.4%

2.2%Yield1.7%

+20.1%Past year+10.9%

0.35%Fee0.09%

3–1KBE 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