Compare · 2 funds side by side · dividends reinvested

KBWB and IAK

KBWBInvesco×IAKiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,714IAK · best of the two

02 / 04

KBWB and IAK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Insurance ETFSectors · Financials0.37%2.35%+13.9%+21.2%+19.6%+14.5%−10.5%16.2%$498M1.3

Invesco KBW Bank ETFSectors · Financials0.35%2.12%+6.2%+17.1%+35.9%+7.1%−16.4%20.5%$6.7B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: KBWB 2011 · IAK 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.7B$14,116

KBWB

IAK

iShares U.S. Insurance ETF · $498M$19,714

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

KBWBMeasureIAK

+6.2%Year to dateJan 1 → Nov 5+13.9%

+17.1%1 yearTotal return+21.2%

+35.9%3 years · per year$10,000 became $25,073 · $17,089+19.6%

+7.1%5 years · per year$10,000 became $14,116 · $19,714+14.5%

0.35%Expense ratio$35 · $37 a year on $10k · lower is better0.37%

2.12%Trailing 12-mo yield$212 · $235 a year on $10k2.35%

−16.4%Worst dropSmaller is better−10.5%

20.5%VolatilityLower is calmer16.2%

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

2–6IAK wins

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

More Ways to See the Pairs

KBWB vs IAK: Top 5 Holdings

Today

KBWB

38.7%in top 5

IAK

in top 546.4%

KBWBStockIAK

not top 5PGR13.6%

not top 5CB13.0%

not top 5TRV8.5%

8.4%WFCnot top 5

8.2%JPMnot top 5

7.6%MSnot top 5

7.5%GSnot top 5

6.9%BACnot top 5

not top 5ALL6.7%

not top 5AFL4.6%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

KBWB vs IAK Returns, Every Period

InvescoKBWB

+7.1%

5 years, per year

IAKiShares

+14.5%

5 years, per year

KBWBIAKFaded: behind in that period

1–3IAK wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

KBWB vs IAK

YTD

InvescoKBWB

+6.2%

IAKiShares

+13.9%

+6.2%Year to date+13.9%

−16.4%Worst drop · 1Y−10.5%

20.5%Volatility · 1Y16.2%

2.1%Yield2.4%

$6.7BAssets$498M

4–0IAK wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWB, IAK

Today

0.35%lowest, KBWB

FundExpense ratioFee$10k

KBWB0.35%$35

IAK0.37%$37

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: KBWB, IAK

2.35%highest, IAK

FundTrailing yieldYield$10k

IAK2.35%$235

KBWB2.12%$212

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$198most kept, IAK

IAK$235 − $37 = $198

KBWB$212 − $35 = $177

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: KBWB, IAK

Today

0.0%most shared, KBWB and IAK

KBWBIAK

KBWB—0.0%

IAK0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.2%IAK, at 16.2% volatility

IAKWorst drop−10.5%16.2% vol

KBWBWorst drop−16.4%20.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IAKKBWB

+13.9%Year to date+6.2%

2.4%Yield2.1%

+21.2%Past year+17.1%

0.37%Fee0.35%

3–1IAK wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026