Compare · 3 funds side by side · dividends reinvested

KBWB, VOO and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

KBWB, VOO and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

Invesco KBW Bank ETFSectors · Financials0.35%2.13%+5.7%+16.1%+35.6%+7.2%−16.4%20.5%$6.9B2.4

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 · VOO 2010 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.9B$14,125

KBWB

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

KBWBMeasureVOO

+5.7%Year to dateJan 1 → Nov 6+8.7%

+16.1%1 yearTotal return+9.8%

+35.6%3 years · per year$10,000 became $24,920 · $18,079+21.8%

+7.2%5 years · per year$10,000 became $14,125 · $17,177+11.4%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

2.13%Trailing 12-mo yield$213 · $110 a year on $10k1.10%

−16.4%Worst dropSmaller is better−8.9%

20.5%VolatilityLower is calmer13.5%

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

3–5VOO 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 VOO: Top 5 Holdings

Today

KBWB

38.3%in top 5

VOO

in top 528.3%

KBWBStockVOO

8.5%WFCnot top 5

not top 5NVDA8.4%

8.2%JPMnot top 5

7.4%MSnot top 5

not top 5AAPL7.4%

7.3%GSnot top 5

6.9%BACnot top 5

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common4.3%

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

KBWB vs VOO Returns, Every Period

InvescoKBWB

+7.2%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

KBWBVOOFaded: behind in that period

2–2Level

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

KBWB vs XLE

YTD

InvescoKBWB

+5.7%

XLESPDR

+40.6%

+5.7%Year to date+40.6%

−16.4%Worst drop · 1Y−15.0%

20.5%Volatility · 1Y23.3%

2.1%Yield2.5%

$6.9BAssets$42.0B

3–1XLE wins

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

Cost, Income and Risk

Fees: KBWB, VOO, XLE

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLE0.08%$8

KBWB0.35%$35

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

Yields: KBWB, VOO, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

KBWB2.13%$213

VOO1.10%$110

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

KBWB$213 − $35 = $178

VOO$110 − $3 = $107

KeptFee

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

Overlap: KBWB, VOO, XLE

Today

4.3%most shared, KBWB and VOO

KBWBVOOXLE

KBWB—4.3%0.0%

VOO4.3%—3.4%

XLE0.0%3.4%—

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

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

VOOWorst drop−8.9%13.5% vol

KBWBWorst drop−16.4%20.5% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

XLEVOO

+40.6%Year to date+8.7%

2.5%Yield1.1%

+45.0%Past year+9.8%

0.08%Fee0.03%

3–1XLE wins

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE 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$853B

0–0level

End-of-day Nov 6, 2026