Compare · 2 funds side by side · dividends reinvested

KBWB and IXG

KBWBInvesco×IXGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,755IXG · best of the two

02 / 04

KBWB and IXG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Financials ETFSectors · Financials0.38%2.10%+13.3%+21.0%+28.8%+13.4%−11.3%14.8%$702M1.4

Invesco KBW Bank ETFSectors · Financials0.35%2.05%+10.1%+21.2%+38.0%+8.2%−16.4%20.2%$6.8B1.6

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 · IXG 2001

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.8B$14,817

KBWB

IXG

iShares Global Financials ETF · $702M$18,755

$10,000 five years ago, dividends reinvested · they hold 18.7% in common

KBWBMeasureIXG

+10.1%Year to dateJan 1 → Nov 4+13.3%

+21.2%1 yearTotal return+21.0%

+38.0%3 years · per year$10,000 became $26,300 · $21,391+28.8%

+8.2%5 years · per year$10,000 became $14,817 · $18,755+13.4%

0.35%Expense ratio$35 · $38 a year on $10k · lower is better0.38%

2.05%Trailing 12-mo yield$205 · $210 a year on $10k2.10%

−16.4%Worst dropSmaller is better−11.3%

20.2%VolatilityLower is calmer14.8%

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

3–5IXG wins

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 IXG: Top 5 Holdings

Today

KBWB

38.3%in top 5

IXG

in top 522.5%

KBWBStockIXG

8.4%WFCnot top 5

8.1%JPM5.8%

7.4%GSnot top 5

7.4%MSnot top 5

6.8%BAC2.1%

not top 5BRK-B6.7%

not top 5V4.6%

not top 5MA3.4%

Held in common18.7%

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

KBWB vs IXG Returns, Every Period

InvescoKBWB

+8.2%

5 years, per year

IXGiShares

+13.4%

5 years, per year

KBWBIXGFaded: behind in that period

2–2Level

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

KBWB vs IXG

YTD

InvescoKBWB

+10.1%

IXGiShares

+13.3%

+10.1%Year to date+13.3%

−16.4%Worst drop · 1Y−11.3%

20.2%Volatility · 1Y14.8%

2.0%Yield2.1%

$6.8BAssets$702M

4–0IXG wins

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

Cost, Income and Risk

Fees: KBWB, IXG

Today

0.35%lowest, KBWB

FundExpense ratioFee$10k

KBWB0.35%$35

IXG0.38%$38

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

Yields: KBWB, IXG

2.10%highest, IXG

FundTrailing yieldYield$10k

IXG2.10%$210

KBWB2.05%$205

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

Income After Fees on $10,000

$172most kept, IXG

IXG$210 − $38 = $172

KBWB$205 − $35 = $170

KeptFee

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

Overlap: KBWB, IXG

Today

18.7%most shared, KBWB and IXG

KBWBIXG

KBWB—18.7%

IXG18.7%—

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

IXGWorst drop−11.3%14.8% 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

IXGKBWB

+13.3%Year to date+10.1%

2.1%Yield2.0%

+21.0%Past year+21.2%

0.38%Fee0.35%

2–2level

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