Compare · 3 funds side by side · dividends reinvested

KBWB, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

KBWB, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.1

Invesco KBW Bank ETFSectors · Financials0.35%2.13%+5.7%+16.1%+35.6%+7.2%−16.4%20.5%$6.9B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: KBWB 2011 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.9B$14,125

KBWB

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

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

KBWBMeasureSPY

+5.7%Year to dateJan 1 → Nov 6+8.7%

+16.1%1 yearTotal return+9.7%

+35.6%3 years · per year$10,000 became $24,920 · $18,039+21.7%

+7.2%5 years · per year$10,000 became $14,125 · $17,118+11.3%

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

2.13%Trailing 12-mo yield$213 · $103 a year on $10k1.03%

−16.4%Worst dropSmaller is better−8.9%

20.5%VolatilityLower is calmer13.6%

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

3–5SPY 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 SPY: Top 5 Holdings

Today

KBWB

38.3%in top 5

SPY

in top 527.8%

KBWBStockSPY

8.5%WFCnot top 5

8.2%JPMnot top 5

not top 5AAPL7.9%

7.4%MSnot top 5

7.3%GSnot top 5

6.9%BACnot top 5

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common4.5%

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

KBWB vs SPY Returns, Every Period

InvescoKBWB

+7.2%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

KBWBSPYFaded: behind in that period

2–2Level

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

Sector vs Core: KBWB vs IVV

YTD

InvescoKBWB

+5.7%

IVViShares

+8.7%

+5.7%Year to date+8.7%

−16.4%Worst drop · 1Y−8.9%

20.5%Volatility · 1Y13.6%

2.1%Yield1.1%

$6.9BAssets$850B

3–1IVV wins

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

Cost, Income and Risk

Fees: KBWB, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

KBWB0.35%$35

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

Yields: KBWB, SPY, IVV

2.13%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.13%$213

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$178most kept, KBWB

KBWB$213 − $35 = $178

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: KBWB, SPY, IVV

Today

99.9%most shared, SPY and IVV

KBWBSPYIVV

KBWB—4.5%4.5%

SPY4.5%—99.9%

IVV4.5%99.9%—

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

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

KBWBWorst drop−16.4%20.5% vol

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

Paid More vs Made More

YTD

KBWBIVV

+5.7%Year to date+8.7%

2.1%Yield1.1%

+16.1%Past year+9.8%

0.35%Fee0.03%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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