Compare · 2 funds side by side · dividends reinvested

KBWB and PFXF

KBWBInvesco×PFXFVanEck×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,817KBWB · best of the two

02 / 04

KBWB and PFXF, 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%$6.7B1.4

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.40%−0.8%+0.8%+9.7%+1.8%−11.1%11.1%$2.2B1.6

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 · PFXF 2012

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.7B$14,817

KBWB

PFXF

VanEck Preferred Securities ex Financials ETF · $2.2B$10,941

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

KBWBMeasurePFXF

+10.1%Year to dateJan 1 → Nov 4−0.8%

+21.2%1 yearTotal return+0.8%

+38.0%3 years · per year$10,000 became $26,300 · $13,212+9.7%

+8.2%5 years · per year$10,000 became $14,817 · $10,941+1.8%

0.35%Expense ratio$35 · $40 a year on $10k · lower is better0.40%

2.05%Trailing 12-mo yield$205 · $640 a year on $10k6.40%

−16.4%Worst dropSmaller is better−11.1%

20.2%VolatilityLower is calmer11.1%

KBWBPFXF 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 PFXF: Top 5 Holdings

Today

KBWB

38.3%in top 5

PFXF

in top 523.5%

KBWBStockPFXF

8.4%WFCnot top 5

8.1%JPMnot top 5

not top 5STRC7.5%

7.4%GSnot top 5

7.4%MSnot top 5

6.8%BACnot top 5

not top 5SMCIP4.6%

not top 5GOOGN4.6%

not top 5GOOGM4.6%

not top 5DUKU2.3%

Held in common0.0%

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

KBWB vs PFXF Returns, Every Period

InvescoKBWB

+8.2%

5 years, per year

PFXFVanEck

+1.8%

5 years, per year

KBWBPFXFFaded: behind in that period

4–0KBWB wins

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

KBWB vs PFXF

YTD

InvescoKBWB

+10.1%

PFXFVanEck

−0.8%

+10.1%Year to date−0.8%

−16.4%Worst drop · 1Y−11.1%

20.2%Volatility · 1Y11.1%

2.0%Yield6.4%

$6.7BAssets$2.2B

3–1PFXF wins

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

Cost, Income and Risk

Fees: KBWB, PFXF

Today

0.35%lowest, KBWB

FundExpense ratioFee$10k

KBWB0.35%$35

PFXF0.40%$40

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

Yields: KBWB, PFXF

6.40%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.40%$640

KBWB2.05%$205

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

Income After Fees on $10,000

$600most kept, PFXF

PFXF$640 − $40 = $600

KBWB$205 − $35 = $170

KeptFee

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

Overlap: KBWB, PFXF

Today

0.0%most shared, KBWB and PFXF

KBWBPFXF

KBWB—0.0%

PFXF0.0%—

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

PFXFWorst drop−11.1%11.1% 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

PFXFKBWB

−0.8%Year to date+10.1%

6.4%Yield2.0%

+0.8%Past year+21.2%

0.40%Fee0.35%

3–1KBWB 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026