Compare · 2 funds side by side · dividends reinvested

KBWB and IYG

KBWBInvesco×IYGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,152IYG · best of the two

02 / 04

KBWB and IYG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Bank ETFSectors · Financials0.35%2.05%+10.1%+21.2%+38.0%+8.2%−16.4%20.2%$6.8B1.4

iShares U.S. Financial Services ETFSectors · Financials0.37%1.04%+7.9%+13.6%+27.7%+10.1%−15.9%15.9%$2.3B1.6

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 · IYG 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.8B$14,817

KBWB

IYG

iShares U.S. Financial Services ETF · $2.3B$16,152

$10,000 five years ago, dividends reinvested · they hold 36.8% in common

KBWBMeasureIYG

+10.1%Year to dateJan 1 → Nov 4+7.9%

+21.2%1 yearTotal return+13.6%

+38.0%3 years · per year$10,000 became $26,300 · $20,827+27.7%

+8.2%5 years · per year$10,000 became $14,817 · $16,152+10.1%

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

2.05%Trailing 12-mo yield$205 · $104 a year on $10k1.04%

−16.4%Worst dropSmaller is better−15.9%

20.2%VolatilityLower is calmer15.9%

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

5–3KBWB 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 IYG: Top 5 Holdings

Today

KBWB

38.3%in top 5

IYG

in top 548.6%

KBWBStockIYG

not top 5BRK-B14.4%

8.1%JPM12.5%

not top 5V9.9%

8.4%WFCnot top 5

7.4%GSnot top 5

7.4%MSnot top 5

not top 5MA7.3%

6.8%BAC4.5%

Held in common36.8%

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

KBWB vs IYG Returns, Every Period

InvescoKBWB

+8.2%

5 years, per year

IYGiShares

+10.1%

5 years, per year

KBWBIYGFaded: behind in that period

3–1KBWB wins

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

KBWB vs IYG

YTD

InvescoKBWB

+10.1%

IYGiShares

+7.9%

+10.1%Year to date+7.9%

−16.4%Worst drop · 1Y−15.9%

20.2%Volatility · 1Y15.9%

2.0%Yield1.0%

$6.8BAssets$2.3B

2–2level

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

Cost, Income and Risk

Fees: KBWB, IYG

Today

0.35%lowest, KBWB

FundExpense ratioFee$10k

KBWB0.35%$35

IYG0.37%$37

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

Yields: KBWB, IYG

2.05%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.05%$205

IYG1.04%$104

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

Income After Fees on $10,000

$170most kept, KBWB

KBWB$205 − $35 = $170

IYG$104 − $37 = $67

KeptFee

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

Overlap: KBWB, IYG

Today

36.8%most shared, KBWB and IYG

KBWBIYG

KBWB—36.8%

IYG36.8%—

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

IYGWorst drop−15.9%15.9% 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

KBWBIYG

+10.1%Year to date+7.9%

2.0%Yield1.0%

+21.2%Past year+13.6%

0.35%Fee0.37%

4–0KBWB wins

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