Compare · 3 funds side by side · dividends reinvested

KBWB, XLF and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

KBWB, XLF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.5

Invesco KBW Bank ETFSectors · Financials0.35%2.10%+7.5%+18.3%+37.8%+7.1%−16.4%20.0%$6.8B2.1

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$54.2B2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: KBWB 2011 · XLF 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.8B$14,091

KBWB

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

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

KBWBMeasureVOO

+7.5%Year to dateJan 1 → Nov 3+11.5%

+18.3%1 yearTotal return+11.9%

+37.8%3 years · per year$10,000 became $26,186 · $19,094+24.1%

+7.1%5 years · per year$10,000 became $14,091 · $17,749+12.2%

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

2.10%Trailing 12-mo yield$210 · $107 a year on $10k1.07%

−16.4%Worst dropSmaller is better−8.9%

20.0%VolatilityLower is calmer12.7%

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

3–5VOO wins

End-of-day Nov 3, 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

38.2%in top 5

VOO

in top 528.3%

KBWBStockVOO

8.4%WFCnot top 5

not top 5NVDA8.4%

8.1%JPMnot top 5

7.4%GSnot top 5

7.4%MSnot top 5

not top 5AAPL7.4%

6.8%BACnot top 5

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common4.3%

End-of-day Nov 3, 2026 · share of each fund

KBWB vs VOO Returns, Every Period

InvescoKBWB

+7.1%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

KBWBVOOFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

KBWB vs XLF

YTD

InvescoKBWB

+7.5%

XLFSPDR

+5.7%

+7.5%Year to date+5.7%

−16.4%Worst drop · 1Y−14.8%

20.0%Volatility · 1Y14.6%

2.1%Yield1.4%

$6.8BAssets$54.2B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWB, XLF, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLF0.08%$8

KBWB0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: KBWB, XLF, VOO

2.10%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.10%$210

XLF1.44%$144

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$175most kept, KBWB

KBWB$210 − $35 = $175

XLF$144 − $8 = $136

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: KBWB, XLF, VOO

Today

33.5%most shared, KBWB and XLF

KBWBXLFVOO

KBWB—33.5%4.3%

XLF33.5%—11.3%

VOO4.3%11.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.3%KBWB, at 20.0% volatility

VOOWorst drop−8.9%12.7% vol

XLFWorst drop−14.8%14.6% vol

KBWBWorst drop−16.4%20.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

KBWBVOO

+7.5%Year to date+11.5%

2.1%Yield1.1%

+18.3%Past year+11.9%

0.35%Fee0.03%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026