Compare · 3 funds side by side · dividends reinvested

KBWB, FINY and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,353XLF · best of the three

02 / 04

KBWB, FINY and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Bank ETFSectors · Financials0.35%2.10%+7.5%+18.3%+37.8%+7.1%−16.4%20.0%$6.8B1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$54.2B1.6

GraniteShares YieldBOOST Financials ETFSectors · Financials14.24%8.97%[…][…][…][…][…][…]$747K2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: KBWB 2011 · FINY 2026 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.8B$14,817

KBWB

FINY

GraniteShares YieldBOOST Financials ETF · $747K[…]

$10,000 five years ago, dividends reinvested

KBWBMeasureFINY

+7.5%Year to dateJan 1 → Nov 4[…]

+18.3%1 yearTotal return[…]

+37.8%3 years · per year$10,000 became $26,186 · […][…]

+7.1%5 years · per year$10,000 became $14,091 · […][…]

0.35%Expense ratio$35 · $1,424 a year on $10k · lower is better14.24%

2.10%Trailing 12-mo yield$210 · $897 a year on $10k8.97%

−16.4%Worst dropSmaller is better[…]

20.0%VolatilityLower is calmer[…]

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

1–1Level

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 FINY: Top 5 Holdings

Today

KBWB

38.2%in top 5

FINY

in top 5[…]

KBWBStockFINY

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

Held in common[…]

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

KBWB vs FINY Returns, Every Period

InvescoKBWB

+18.3%

past year

FINYGraniteShares

[…]

past year

Returns […]

KBWBFINYFaded: behind in that period

0–0Level

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

KBWB vs FINY

YTD

InvescoKBWB

+7.5%

FINYGraniteShares

[…]

+7.5%Year to date[…]

−16.4%Worst drop · 1Y[…]

20.0%Volatility · 1Y[…]

2.1%Yield9.0%

$6.8BAssets$747K

1–0FINY wins

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

Cost, Income and Risk

Fees: KBWB, FINY, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

KBWB0.35%$35

FINY14.24%$1,424

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

Yields: KBWB, FINY, XLF

8.97%highest, FINY

FundTrailing yieldYield$10k

FINY8.97%$897

KBWB2.10%$210

XLF1.44%$144

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

Income After Fees on $10,000

$175most kept, KBWB

KBWB$210 − $35 = $175

XLF$144 − $8 = $136

FINY$897 − $1,424 = −$527

KeptFee

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

Overlap: KBWB, FINY, XLF

Today

33.5%most shared, KBWB and XLF

KBWBFINYXLF

KBWB—[…]33.5%

FINY[…]—[…]

XLF33.5%[…]—

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

Return vs Bumpiness: 3 ETFs

+18.3%KBWB, at 20.0% volatility

XLFWorst drop−14.8%14.6% vol

KBWBWorst drop−16.4%20.0% vol

FINYWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FINYKBWB

[…]Year to date+7.5%

9.0%Yield2.1%

[…]Past year+18.3%

14.24%Fee0.35%

1–1level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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 4, 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 4, 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 4, 2026