Compare · 3 funds side by side · dividends reinvested

KBWB, VTI and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

KBWB, VTI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.6

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.0

Invesco KBW Bank ETFSectors · Financials0.35%2.08%+8.3%+19.1%+34.7%+7.4%−16.4%20.6%$6.5B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: KBWB 2011 · VTI 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.5B$14,313

KBWB

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,697

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

KBWBMeasureVTI

+8.3%Year to dateJan 1 → Nov 9+11.6%

+19.1%1 yearTotal return+13.9%

+34.7%3 years · per year$10,000 became $24,427 · $18,090+21.8%

+7.4%5 years · per year$10,000 became $14,313 · $16,697+10.8%

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

2.08%Trailing 12-mo yield$208 · $106 a year on $10k1.06%

−16.4%Worst dropSmaller is better−8.9%

20.6%VolatilityLower is calmer13.9%

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

3–5VTI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KBWB vs VTI: Top 5 Holdings

Today

KBWB

38.2%in top 5

VTI

in top 525.0%

KBWBStockVTI

8.4%WFCnot top 5

8.2%JPMnot top 5

7.4%MSnot top 5

7.3%GSnot top 5

not top 5NVDA7.1%

6.9%BACnot top 5

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

Held in common4.0%

End-of-day Nov 9, 2026 · share of each fund

KBWB vs VTI Returns, Every Period

InvescoKBWB

+7.4%

5 years, per year

VTIVanguard

+10.8%

5 years, per year

KBWBVTIFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Core: KBWB vs IVV

YTD

InvescoKBWB

+8.3%

IVViShares

+11.3%

+8.3%Year to date+11.3%

−16.4%Worst drop · 1Y−8.9%

20.6%Volatility · 1Y13.8%

2.1%Yield1.1%

$6.5BAssets$853B

3–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWB, VTI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

KBWB0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: KBWB, VTI, IVV

2.08%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.08%$208

IVV1.11%$111

VTI1.06%$106

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$173most kept, KBWB

KBWB$208 − $35 = $173

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: KBWB, VTI, IVV

Today

86.0%most shared, VTI and IVV

KBWBVTIIVV

KBWB—4.0%4.5%

VTI4.0%—86.0%

IVV4.5%86.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.1%KBWB, at 20.6% volatility

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

KBWBWorst drop−16.4%20.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

KBWBVTI

+8.3%Year to date+11.6%

2.1%Yield1.1%

+19.1%Past year+13.9%

0.35%Fee0.03%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026