Compare · 3 funds side by side · dividends reinvested

KBWB, IYF and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,466VGT · best of the three

02 / 04

KBWB, IYF and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+14.0%+11.1%+28.8%+15.4%−17.5%26.5%$155B2.0

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+4.2%+9.9%+24.1%+9.9%−13.9%15.1%$3.9B2.3

Rank among the three1st → 3rdFee, 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 · IYF 2000 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.7B$14,116

KBWB

IYF

iShares U.S. Financials ETF · $3.9B$16,051

$10,000 five years ago, dividends reinvested · they hold 35.9% in common

KBWBMeasureIYF

+6.2%Year to dateJan 1 → Nov 5+4.2%

+17.1%1 yearTotal return+9.9%

+35.9%3 years · per year$10,000 became $25,073 · $19,126+24.1%

+7.1%5 years · per year$10,000 became $14,116 · $16,050+9.9%

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

2.12%Trailing 12-mo yield$212 · $147 a year on $10k1.47%

−16.4%Worst dropSmaller is better−13.9%

20.5%VolatilityLower is calmer15.1%

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

5–3KBWB 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 IYF: Top 5 Holdings

Today

KBWB

38.7%in top 5

IYF

in top 534.7%

KBWBStockIYF

not top 5BRK-B12.7%

8.2%JPM11.0%

8.4%WFC3.7%

7.6%MSnot top 5

7.5%GS3.6%

6.9%BAC3.7%

Held in common35.9%

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

KBWB vs IYF Returns, Every Period

InvescoKBWB

+7.1%

5 years, per year

IYFiShares

+9.9%

5 years, per year

KBWBIYFFaded: behind in that period

3–1KBWB wins

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

KBWB vs IYF

YTD

InvescoKBWB

+6.2%

IYFiShares

+4.2%

+6.2%Year to date+4.2%

−16.4%Worst drop · 1Y−13.9%

20.5%Volatility · 1Y15.1%

2.1%Yield1.5%

$6.7BAssets$3.9B

2–2level

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

Cost, Income and Risk

Fees: KBWB, IYF, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

KBWB0.35%$35

IYF0.37%$37

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

Yields: KBWB, IYF, VGT

2.12%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.12%$212

IYF1.47%$147

VGT0.44%$44

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

Income After Fees on $10,000

$177most kept, KBWB

KBWB$212 − $35 = $177

IYF$147 − $37 = $110

VGT$44 − $9 = $35

KeptFee

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

Overlap: KBWB, IYF, VGT

Today

35.9%most shared, KBWB and IYF

KBWBIYFVGT

KBWB—35.9%0.0%

IYF35.9%—0.1%

VGT0.0%0.1%—

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

Return vs Bumpiness: 3 ETFs

+17.1%KBWB, at 20.5% volatility

IYFWorst drop−13.9%15.1% vol

KBWBWorst drop−16.4%20.5% vol

VGTWorst drop−17.5%26.5% vol

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

Paid More vs Made More

YTD

KBWBVGT

+6.2%Year to date+14.0%

2.1%Yield0.4%

+17.1%Past year+11.1%

0.35%Fee0.09%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

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