Compare · 2 funds side by side · dividends reinvested

KBWB and XLE

KBWBInvesco×XLESPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,379XLE · best of the two

02 / 04

KBWB and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.6B1.3

Invesco KBW Bank ETFSectors · Financials0.35%2.05%+10.1%+21.2%+38.0%+8.2%−16.4%20.2%$6.8B1.8

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 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.8B$14,817

KBWB

XLE

State Street Energy Select Sector SPDR ETF · $44.6B$26,379

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

KBWBMeasureXLE

+10.1%Year to dateJan 1 → Nov 4+44.9%

+21.2%1 yearTotal return+48.2%

+38.0%3 years · per year$10,000 became $26,300 · $16,447+18.0%

+8.2%5 years · per year$10,000 became $14,817 · $26,379+21.4%

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

2.05%Trailing 12-mo yield$205 · $240 a year on $10k2.40%

−16.4%Worst dropSmaller is better−15.0%

20.2%VolatilityLower is calmer23.2%

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

2–6XLE 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 XLE: Top 5 Holdings

Today

KBWB

38.3%in top 5

XLE

in top 559.1%

KBWBStockXLE

not top 5XOM24.2%

not top 5CVX18.4%

8.4%WFCnot top 5

8.1%JPMnot top 5

7.4%GSnot top 5

7.4%MSnot top 5

not top 5COP7.2%

6.8%BACnot top 5

not top 5MPC4.7%

not top 5PSX4.6%

Held in common0.0%

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

KBWB vs XLE Returns, Every Period

InvescoKBWB

+8.2%

5 years, per year

XLESPDR

+21.4%

5 years, per year

KBWBXLEFaded: behind in that period

1–3XLE wins

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

KBWB vs XLE

YTD

InvescoKBWB

+10.1%

XLESPDR

+44.9%

+10.1%Year to date+44.9%

−16.4%Worst drop · 1Y−15.0%

20.2%Volatility · 1Y23.2%

2.0%Yield2.4%

$6.8BAssets$44.6B

3–1XLE wins

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

Cost, Income and Risk

Fees: KBWB, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

KBWB0.35%$35

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

Yields: KBWB, XLE

2.40%highest, XLE

FundTrailing yieldYield$10k

XLE2.40%$240

KBWB2.05%$205

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

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

KBWB$205 − $35 = $170

KeptFee

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

Overlap: KBWB, XLE

Today

0.0%most shared, KBWB and XLE

KBWBXLE

KBWB—0.0%

XLE0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+48.2%XLE, at 23.2% volatility

KBWBWorst drop−16.4%20.2% vol

XLEWorst drop−15.0%23.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XLEKBWB

+44.9%Year to date+10.1%

2.4%Yield2.0%

+48.2%Past year+21.2%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.6BAssets$10.4B

2–0XLE 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