Compare · 2 funds side by side · dividends reinvested

KBWB and XLF

KBWBInvesco×XLFSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,157XLF · best of the two

02 / 04

KBWB and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Bank ETFSectors · Financials0.35%2.05%+10.1%+21.2%+38.0%+8.2%−16.4%20.2%$6.8B1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$54.2B1.5

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 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.8B$14,817

KBWB

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$16,157

$10,000 five years ago, dividends reinvested · they hold 33.0% in common

KBWBMeasureXLF

+10.1%Year to dateJan 1 → Nov 4+9.4%

+21.2%1 yearTotal return+15.3%

+38.0%3 years · per year$10,000 became $26,300 · $19,384+24.7%

+8.2%5 years · per year$10,000 became $14,817 · $16,157+10.1%

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

2.05%Trailing 12-mo yield$205 · $140 a year on $10k1.40%

−16.4%Worst dropSmaller is better−14.8%

20.2%VolatilityLower is calmer15.0%

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

4–4Level

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 XLF: Top 5 Holdings

Today

KBWB

38.3%in top 5

XLF

in top 543.4%

KBWBStockXLF

not top 5BRK-B12.9%

8.1%JPM11.2%

not top 5V8.9%

8.4%WFCnot top 5

7.4%GSnot top 5

7.4%MSnot top 5

6.8%BAC4.0%

not top 5MA6.5%

Held in common33.0%

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

KBWB vs XLF Returns, Every Period

InvescoKBWB

+8.2%

5 years, per year

XLFSPDR

+10.1%

5 years, per year

KBWBXLFFaded: behind in that period

3–1KBWB wins

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

KBWB vs XLF

YTD

InvescoKBWB

+10.1%

XLFSPDR

+9.4%

+10.1%Year to date+9.4%

−16.4%Worst drop · 1Y−14.8%

20.2%Volatility · 1Y15.0%

2.0%Yield1.4%

$6.8BAssets$54.2B

2–2level

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

Cost, Income and Risk

Fees: KBWB, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

KBWB0.35%$35

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

Yields: KBWB, XLF

2.05%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.05%$205

XLF1.40%$140

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

Income After Fees on $10,000

$170most kept, KBWB

KBWB$205 − $35 = $170

XLF$140 − $8 = $132

KeptFee

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

Overlap: KBWB, XLF

Today

33.0%most shared, KBWB and XLF

KBWBXLF

KBWB—33.0%

XLF33.0%—

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

Return vs Bumpiness: 2 ETFs

+21.2%KBWB, at 20.2% volatility

XLFWorst drop−14.8%15.0% vol

KBWBWorst drop−16.4%20.2% vol

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

Paid More vs Made More

YTD

KBWBXLF

+10.1%Year to date+9.4%

2.0%Yield1.4%

+21.2%Past year+15.3%

0.35%Fee0.08%

3–1KBWB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026