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$25,271XLE · 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%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.3

Invesco KBW Bank ETFSectors · Financials0.35%2.08%+8.3%+19.1%+34.7%+7.4%−16.4%20.6%$6.5B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: KBWB 2011 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.5B$14,313

KBWB

XLE

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

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

KBWBMeasureXLE

+8.3%Year to dateJan 1 → Nov 9+41.3%

+19.1%1 yearTotal return+44.3%

+34.7%3 years · per year$10,000 became $24,427 · $15,555+15.9%

+7.4%5 years · per year$10,000 became $14,313 · $25,271+20.4%

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

2.08%Trailing 12-mo yield$208 · $246 a year on $10k2.46%

−16.4%Worst dropSmaller is better−15.0%

20.6%VolatilityLower is calmer23.3%

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

2–6XLE 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 XLE: Top 5 Holdings

Today

KBWB

38.2%in top 5

XLE

in top 559.6%

KBWBStockXLE

not top 5XOM24.5%

not top 5CVX18.8%

8.4%WFCnot top 5

8.2%JPMnot top 5

7.4%MSnot top 5

not top 5COP7.3%

7.3%GSnot top 5

6.9%BACnot top 5

not top 5PSX4.5%

not top 5MPC4.4%

Held in common0.0%

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

KBWB vs XLE Returns, Every Period

InvescoKBWB

+7.4%

5 years, per year

XLESPDR

+20.4%

5 years, per year

KBWBXLEFaded: behind in that period

1–3XLE wins

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

KBWB vs XLE

YTD

InvescoKBWB

+8.3%

XLESPDR

+41.3%

+8.3%Year to date+41.3%

−16.4%Worst drop · 1Y−15.0%

20.6%Volatility · 1Y23.3%

2.1%Yield2.5%

$6.5BAssets$40.5B

3–1XLE wins

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

Yields: KBWB, XLE

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

KBWB2.08%$208

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

KBWB$208 − $35 = $173

KeptFee

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

Return vs Bumpiness: 2 ETFs

+44.3%XLE, at 23.3% volatility

KBWBWorst drop−16.4%20.6% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

XLEKBWB

+41.3%Year to date+8.3%

2.5%Yield2.1%

+44.3%Past year+19.1%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026