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%$6.7B1.5

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

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

FNCL

KBWB

Invesco KBW Bank ETF · $6.7B$14,817

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

FNCLMeasureKBWB

+8.9%Year to dateJan 1 → Nov 4+10.1%

+15.0%1 yearTotal return+21.2%

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

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

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

1.55%Trailing 12-mo yield$155 · $205 a year on $10k2.05%

−14.8%Worst dropSmaller is better−16.4%

15.0%VolatilityLower is calmer20.2%

FNCLKBWB 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

FNCL vs KBWB: Top 5 Holdings

Today

FNCL

36.0%in top 5

KBWB

in top 538.3%

FNCLStockKBWB

10.0%JPM8.1%

8.8%BRK-Bnot top 5

not top 5WFC8.4%

7.8%Vnot top 5

not top 5GS7.4%

not top 5MS7.4%

3.6%BAC6.8%

5.9%MAnot top 5

Held in common31.2%

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

FNCL vs KBWB Returns, Every Period

FidelityFNCL

+10.0%

5 years, per year

KBWBInvesco

+8.2%

5 years, per year

FNCLKBWBFaded: behind in that period

1–3KBWB wins

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

FNCL vs KBWB

YTD

FidelityFNCL

+8.9%

KBWBInvesco

+10.1%

+8.9%Year to date+10.1%

−14.8%Worst drop · 1Y−16.4%

15.0%Volatility · 1Y20.2%

1.5%Yield2.0%

$2.2BAssets$6.7B

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%

$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