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$15,379FNCL · 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%2.13%+5.7%+16.1%+35.6%+7.2%−16.4%20.5%$6.9B1.5

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.60%+5.2%+10.2%+23.1%+9.0%−14.8%15.3%$2.3B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: KBWB 2011 · FNCL 2013

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.9B$14,125

KBWB

FNCL

Fidelity MSCI Financials Index ETF · $2.3B$15,379

$10,000 five years ago, dividends reinvested · they hold 30.8% in common

KBWBMeasureFNCL

+5.7%Year to dateJan 1 → Nov 6+5.2%

+16.1%1 yearTotal return+10.2%

+35.6%3 years · per year$10,000 became $24,920 · $18,650+23.1%

+7.2%5 years · per year$10,000 became $14,125 · $15,379+9.0%

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

2.13%Trailing 12-mo yield$213 · $160 a year on $10k1.60%

−16.4%Worst dropSmaller is better−14.8%

20.5%VolatilityLower is calmer15.3%

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

4–4Level

End-of-day Nov 6, 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 536.2%

KBWBStockFNCL

8.2%JPM10.0%

not top 5BRK-B9.0%

8.5%WFCnot top 5

not top 5V7.8%

7.4%MSnot top 5

7.3%GSnot top 5

6.9%BAC3.6%

not top 5MA5.9%

Held in common30.8%

End-of-day Nov 6, 2026 · share of each fund

KBWB vs FNCL Returns, Every Period

InvescoKBWB

+7.2%

5 years, per year

FNCLFidelity

+9.0%

5 years, per year

KBWBFNCLFaded: behind in that period

3–1KBWB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

KBWB vs FNCL

YTD

InvescoKBWB

+5.7%

FNCLFidelity

+5.2%

+5.7%Year to date+5.2%

−16.4%Worst drop · 1Y−14.8%

20.5%Volatility · 1Y15.3%

2.1%Yield1.6%

$6.9BAssets$2.3B

2–2level

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: KBWB, FNCL

2.13%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.13%$213

FNCL1.60%$160

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$178most kept, KBWB

KBWB$213 − $35 = $178

FNCL$160 − $8 = $152

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: KBWB, FNCL

Today

30.8%most shared, KBWB and FNCL

KBWBFNCL

KBWB—30.8%

FNCL30.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.1%KBWB, at 20.5% volatility

FNCLWorst drop−14.8%15.3% vol

KBWBWorst drop−16.4%20.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

KBWBFNCL

+5.7%Year to date+5.2%

2.1%Yield1.6%

+16.1%Past year+10.2%

0.35%Fee0.08%

3–1KBWB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026