Compare · 2 funds side by side · dividends reinvested

KBWB and SPY

KBWBInvesco×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

KBWB and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

Invesco KBW Bank ETFSectors · Financials0.35%2.05%+10.1%+21.2%+38.0%+8.2%−16.4%20.2%$6.8B1.6

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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.8B$14,817

KBWB

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

KBWBMeasureSPY

+10.1%Year to dateJan 1 → Nov 4+13.3%

+21.2%1 yearTotal return+13.4%

+38.0%3 years · per year$10,000 became $26,300 · $19,132+24.1%

+8.2%5 years · per year$10,000 became $14,817 · $18,060+12.6%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

2.05%Trailing 12-mo yield$205 · $99 a year on $10k0.99%

−16.4%Worst dropSmaller is better−8.9%

20.2%VolatilityLower is calmer12.9%

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

3–5SPY 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 SPY: Top 5 Holdings

Today

KBWB

38.3%in top 5

SPY

in top 527.3%

KBWBStockSPY

8.4%WFCnot top 5

8.1%JPMnot top 5

not top 5NVDA7.7%

7.4%GSnot top 5

7.4%MSnot top 5

not top 5AAPL7.4%

6.8%BACnot top 5

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common4.5%

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

KBWB vs SPY Returns, Every Period

InvescoKBWB

+8.2%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

KBWBSPYFaded: behind in that period

2–2Level

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

Sector vs Core: KBWB vs SPY

YTD

InvescoKBWB

+10.1%

SPYSPDR

+13.3%

+10.1%Year to date+13.3%

−16.4%Worst drop · 1Y−8.9%

20.2%Volatility · 1Y12.9%

2.0%Yield1.0%

$6.8BAssets$798B

3–1SPY wins

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

Cost, Income and Risk

Fees: KBWB, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

KBWB0.35%$35

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

Yields: KBWB, SPY

2.05%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.05%$205

SPY0.99%$99

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

Income After Fees on $10,000

$170most kept, KBWB

KBWB$205 − $35 = $170

SPY$99 − $9 = $90

KeptFee

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

Overlap: KBWB, SPY

Today

4.5%most shared, KBWB and SPY

KBWBSPY

KBWB—4.5%

SPY4.5%—

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

SPYWorst drop−8.9%12.9% 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

KBWBSPY

+10.1%Year to date+13.3%

2.0%Yield1.0%

+21.2%Past year+13.4%

0.35%Fee0.09%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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