Compare · 3 funds side by side · dividends reinvested

KBWB, BCFN and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,765XLF · best of the three

Story of the three · IncomeMost incomeKBWB · 2.07% · $207 a year on $10k

Story of the three · RiskSmallest drop

KBWB, BCFN and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Bank ETFSectors · Financials0.35%2.07%+8.7%+17.9%+33.9%+7.3%−16.4%20.6%$6.7B1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$53.6B1.5

Baron Financials ETFSectors · Financials0.80%0.00%−7.6%[…][…][…][…][…]$45M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: KBWB 2011 · BCFN 2019 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco KBW Bank ETF · $6.7B$14,206

KBWB

BCFN

Baron Financials ETF · $45M[…]

$10,000 five years ago, dividends reinvested · they hold 14.8% in common

KBWBMeasure

More Ways to See the Pairs

KBWB vs BCFN: Top 5 Holdings

Today

KBWB

38.5%in top 5

BCFN

in top 527.0%

KBWBStockBCFN

8.4%WFCnot top 5

8.2%JPM5.0%

7.5%GSnot top 5

7.5%MSnot top 5

6.9%BAC

Cost, Income and Risk

Fees: KBWB, BCFN, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

KBWB0.35%$35

BCFN0.80%$80

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: KBWB, BCFN, XLF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

BCFN

+8.7%Year to dateJan 1 → Nov 11−7.6%

+17.9%1 yearTotal return[…]

+33.9%3 years · per year$10,000 became $23,982 · […][…]

+7.3%5 years · per year$10,000 became $14,206 · […][…]

0.35%Expense ratio$35 · $80 a year on $10k · lower is better0.80%

2.07%Trailing 12-mo yield$207 · $0 a year on $10k0.00%

−16.4%Worst dropSmaller is better[…]

20.6%VolatilityLower is calmer[…]

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

3–0KBWB wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

not top 5V6.8%

not top 5MA6.6%

not top 5SPGI4.3%

Held in common14.8%

End-of-day Nov 11, 2026 · share of each fund

KBWB vs BCFN Returns, Every Period

1Y

InvescoKBWB

+17.9%

past year

BCFNBaron

[…]

past year

KBWBBCFNFaded: behind in that period

1–0KBWB wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

KBWB vs XLF

YTD

InvescoKBWB

+8.7%

XLFSPDR

+8.4%

+8.7%Year to date+8.4%

−16.4%Worst drop · 1Y−14.8%

20.6%Volatility · 1Y15.3%

2.1%Yield1.4%

$6.7BAssets$53.6B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.07%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.07%$207

XLF1.41%$141

BCFN0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$172most kept, KBWB

KBWB$207 − $35 = $172

XLF$141 − $8 = $133

BCFN$0 − $80 = −$80

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: KBWB, BCFN, XLF

Today

41.7%most shared, BCFN and XLF

KBWBBCFNXLF

KBWB—14.8%32.8%

BCFN14.8%—41.7%

XLF32.8%41.7%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.9%KBWB, at 20.6% volatility

XLFWorst drop−14.8%15.3% vol

KBWBWorst drop−16.4%20.6% vol

BCFNWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

KBWBXLF

+8.7%Year to date+8.4%

2.1%Yield1.4%

+17.9%Past year+12.4%

0.35%Fee0.08%

3–1KBWB wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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KBWB, BCFN and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three