Compare · 2 funds side by side · dividends reinvested

KBWB and FNCL

KBWBInvesco×FNCLFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,077FNCL · best of the two

02 / 04

KBWB and FNCL, 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%$6.8B1.5

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.55%+8.9%+15.0%+25.2%+10.0%−14.8%15.0%$2.2B1.5

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 · FNCL 2013

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.8B$14,817

KBWB

FNCL

Fidelity MSCI Financials Index ETF · $2.2B$16,077

$10,000 five years ago, dividends reinvested · they hold 31.2% in common

KBWBMeasureFNCL

+10.1%Year to dateJan 1 → Nov 4+8.9%

+21.2%1 yearTotal return+15.0%

+38.0%3 years · per year$10,000 became $26,300 · $19,633+25.2%

+8.2%5 years · per year$10,000 became $14,817 · $16,077+10.0%

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

2.05%Trailing 12-mo yield$205 · $155 a year on $10k1.55%

−16.4%Worst dropSmaller is better−14.8%

20.2%VolatilityLower is calmer15.0%

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

4–4Level

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 FNCL: Top 5 Holdings

Today

KBWB

38.3%in top 5

FNCL

in top 536.0%

KBWBStockFNCL

8.1%JPM10.0%

not top 5BRK-B8.8%

8.4%WFCnot top 5

not top 5V7.8%

7.4%GSnot top 5

7.4%MSnot top 5

6.8%BAC3.6%

not top 5MA5.9%

Held in common31.2%

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

KBWB vs FNCL Returns, Every Period

InvescoKBWB

+8.2%

5 years, per year

FNCLFidelity

+10.0%

5 years, per year

KBWBFNCLFaded: behind in that period

3–1KBWB wins

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

KBWB vs FNCL

YTD

InvescoKBWB

+10.1%

FNCLFidelity

+8.9%

+10.1%Year to date+8.9%

−16.4%Worst drop · 1Y−14.8%

20.2%Volatility · 1Y15.0%

2.0%Yield1.5%

$6.8BAssets$2.2B

2–2level

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

Cost, Income and Risk

Fees: KBWB, FNCL

Today

0.08%lowest, FNCL

FundExpense ratioFee$10k

FNCL0.08%$8

KBWB0.35%$35

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

Yields: KBWB, FNCL

2.05%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.05%$205

FNCL1.55%$155

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

Income After Fees on $10,000

$170most kept, KBWB

KBWB$205 − $35 = $170

FNCL$155 − $8 = $147

KeptFee

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

Overlap: KBWB, FNCL

Today

31.2%most shared, KBWB and FNCL

KBWBFNCL

KBWB—31.2%

FNCL31.2%—

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

FNCLWorst drop−14.8%15.0% 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

KBWBFNCL

+10.1%Year to date+8.9%

2.0%Yield1.5%

+21.2%Past year+15.0%

0.35%Fee0.08%

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%

$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