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$18,027IXG · 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%2.18%+9.2%+15.9%+26.7%+12.5%−11.3%15.1%$703M1.4

Invesco KBW Bank ETFSectors · Financials0.35%2.13%+5.7%+16.1%+35.6%+7.2%−16.4%20.5%$6.9B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: KBWB 2011 · IXG 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Financials ETF · $703M$18,027

IXG

KBWB

Invesco KBW Bank ETF · $6.9B$14,125

$10,000 five years ago, dividends reinvested · they hold 18.2% in common

IXGMeasureKBWB

+9.2%Year to dateJan 1 → Nov 6+5.7%

+15.9%1 yearTotal return+16.1%

+26.7%3 years · per year$10,000 became $20,358 · $24,920+35.6%

+12.5%5 years · per year$10,000 became $18,027 · $14,125+7.2%

0.38%Expense ratio$38 · $35 a year on $10k · lower is better0.35%

2.18%Trailing 12-mo yield$218 · $213 a year on $10k2.13%

−11.3%Worst dropSmaller is better−16.4%

15.1%VolatilityLower is calmer20.5%

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

5–3IXG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IXG vs KBWB: Top 5 Holdings

Today

IXG

22.4%in top 5

KBWB

in top 538.3%

IXGStockKBWB

not top 5WFC8.5%

5.7%JPM8.2%

not top 5MS7.4%

not top 5GS7.3%

2.1%BAC6.9%

6.8%BRK-Bnot top 5

4.6%Vnot top 5

3.4%MAnot top 5

Held in common18.2%

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

IXG vs KBWB Returns, Every Period

iSharesIXG

+12.5%

5 years, per year

KBWBInvesco

+7.2%

5 years, per year

IXGKBWBFaded: behind in that period

2–2Level

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

IXG vs KBWB

YTD

iSharesIXG

+9.2%

KBWBInvesco

+5.7%

+9.2%Year to date+5.7%

−11.3%Worst drop · 1Y−16.4%

15.1%Volatility · 1Y20.5%

2.2%Yield2.1%

$703MAssets$6.9B

4–0IXG wins

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

Yields: KBWB, IXG

2.18%highest, IXG

FundTrailing yieldYield$10k

IXG2.18%$218

KBWB2.13%$213

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

Income After Fees on $10,000

$180most kept, IXG

IXG$218 − $38 = $180

KBWB$213 − $35 = $178

KeptFee

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

Overlap: KBWB, IXG

Today

18.2%most shared, KBWB and IXG

KBWBIXG

KBWB—18.2%

IXG18.2%—

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

IXGWorst drop−11.3%15.1% 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

IXGKBWB

+9.2%Year to date+5.7%

2.2%Yield2.1%

+15.9%Past year+16.1%

0.38%Fee0.35%

2–2level

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