Compare · 3 funds side by side · dividends reinvested

KBWB, IYF and XLK

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,164XLK · best of the three

02 / 04

KBWB, IYF and XLK, 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%$6.9B1.8

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+14.8%+12.2%+26.2%+16.2%−19.6%28.5%$117B2.0

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+3.5%+8.8%+23.6%+9.9%−13.9%15.1%$3.8B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: KBWB 2011 · IYF 2000 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.9B$14,125

KBWB

IYF

iShares U.S. Financials ETF · $3.8B$16,016

$10,000 five years ago, dividends reinvested · they hold 35.4% in common

KBWBMeasureIYF

+5.7%Year to dateJan 1 → Nov 6+3.5%

+16.1%1 yearTotal return+8.8%

+35.6%3 years · per year$10,000 became $24,920 · $18,869+23.6%

+7.2%5 years · per year$10,000 became $14,125 · $16,016+9.9%

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

2.13%Trailing 12-mo yield$213 · $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 6, 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

38.3%in top 5

IYF

in top 534.5%

KBWBStockIYF

not top 5BRK-B12.9%

8.2%JPM10.9%

8.5%WFC3.7%

7.4%MSnot top 5

7.3%GS3.4%

6.9%BAC3.6%

Held in common35.4%

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

KBWB vs IYF Returns, Every Period

InvescoKBWB

+7.2%

5 years, per year

IYFiShares

+9.9%

5 years, per year

KBWBIYFFaded: behind in that period

3–1KBWB wins

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

KBWB vs IYF

YTD

InvescoKBWB

+5.7%

IYFiShares

+3.5%

+5.7%Year to date+3.5%

−16.4%Worst drop · 1Y−13.9%

20.5%Volatility · 1Y15.1%

2.1%Yield1.5%

$6.9BAssets$3.8B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWB, IYF, XLK

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

KBWB0.35%$35

IYF0.37%$37

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

Yields: KBWB, IYF, XLK

2.13%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.13%$213

IYF1.47%$147

XLK0.51%$51

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

Income After Fees on $10,000

$178most kept, KBWB

KBWB$213 − $35 = $178

IYF$147 − $37 = $110

XLK$51 − $8 = $43

KeptFee

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

Overlap: KBWB, IYF, XLK

Today

35.4%most shared, KBWB and IYF

KBWBIYFXLK

KBWB—35.4%0.0%

IYF35.4%—0.1%

XLK0.0%0.1%—

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

Return vs Bumpiness: 3 ETFs

+16.1%KBWB, at 20.5% volatility

IYFWorst drop−13.9%15.1% vol

KBWBWorst drop−16.4%20.5% vol

XLKWorst drop−19.6%28.5% vol

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

Paid More vs Made More

YTD

KBWBXLK

+5.7%Year to date+14.8%

2.1%Yield0.5%

+16.1%Past year+12.2%

0.35%Fee0.08%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

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

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

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