Compare · 2 funds side by side · dividends reinvested

KBWB and BGIG

KBWBInvesco×BGIGBahl & Gaynor×

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

KBWB and BGIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Bank ETFSectors · Financials0.35%2.05%+10.1%+21.2%+38.0%+8.2%−16.4%20.2%$6.7B1.4

Bahl & Gaynor Income Growth ETFIncome · Dividend stocks0.45%1.66%+17.5%+20.1%+20.2%[…]−6.1%8.9%$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 4, 2026 · returns include dividends · since: KBWB 2011 · BGIG 2023

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.7B$14,817

KBWB

BGIG

Bahl & Gaynor Income Growth ETF · $2.3B[…]

$10,000 five years ago, dividends reinvested · they hold 6.6% in common

KBWBMeasureBGIG

+10.1%Year to dateJan 1 → Nov 4+17.5%

+21.2%1 yearTotal return+20.1%

+38.0%3 years · per year$10,000 became $26,300 · $17,371+20.2%

+8.2%5 years · per year$10,000 became $14,817 · […][…]

0.35%Expense ratio$35 · $45 a year on $10k · lower is better0.45%

2.05%Trailing 12-mo yield$205 · $166 a year on $10k1.66%

−16.4%Worst dropSmaller is better−6.1%

20.2%VolatilityLower is calmer8.9%

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

4–3KBWB wins

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

More Ways to See the Pairs

KBWB vs BGIG: Top 5 Holdings

Today

KBWB

38.3%in top 5

BGIG

in top 522.3%

KBWBStockBGIG

8.4%WFCnot top 5

8.1%JPMnot top 5

7.4%GSnot top 5

7.4%MSnot top 5

6.8%BACnot top 5

not top 5MSFT5.1%

not top 5UNH4.5%

not top 5ABBV4.4%

not top 5TSM4.3%

not top 5JNJ4.1%

Held in common6.6%

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

KBWB vs BGIG Returns, Every Period

InvescoKBWB

+21.2%

past year

BGIGBahl & Gaynor

+20.1%

past year

KBWBBGIGFaded: behind in that period

2–1KBWB wins

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

Sector vs Income: KBWB vs BGIG

YTD

InvescoKBWB

+10.1%

BGIGBahl & Gaynor

+17.5%

+10.1%Year to date+17.5%

−16.4%Worst drop · 1Y−6.1%

20.2%Volatility · 1Y8.9%

2.0%Yield1.7%

$6.7BAssets$2.3B

3–1BGIG wins

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

Cost, Income and Risk

Fees: KBWB, BGIG

Today

0.35%lowest, KBWB

FundExpense ratioFee$10k

KBWB0.35%$35

BGIG0.45%$45

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

Yields: KBWB, BGIG

2.05%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.05%$205

BGIG1.66%$166

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

Income After Fees on $10,000

$170most kept, KBWB

KBWB$205 − $35 = $170

BGIG$166 − $45 = $121

KeptFee

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

Overlap: KBWB, BGIG

Today

6.6%most shared, KBWB and BGIG

KBWBBGIG

KBWB—6.6%

BGIG6.6%—

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

Return vs Bumpiness: 2 ETFs

+21.2%KBWB, at 20.2% volatility

BGIGWorst drop−6.1%8.9% 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

KBWBBGIG

+10.1%Year to date+17.5%

2.0%Yield1.7%

+21.2%Past year+20.1%

0.35%Fee0.45%

3–1KBWB 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026