Compare · 3 funds side by side · dividends reinvested

KBWB, XLF and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

KBWB, XLF and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.0

Invesco KBW Bank ETFSectors · Financials0.35%2.13%+5.7%+16.1%+35.6%+7.2%−16.4%20.5%$6.9B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: KBWB 2011 · XLF 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.9B$14,125

KBWB

XLF

State Street Financial Select Sector SPDR ETF · $55.5B$15,474

$10,000 five years ago, dividends reinvested · they hold 32.6% in common

KBWBMeasureXLF

+5.7%Year to dateJan 1 → Nov 6+5.7%

+16.1%1 yearTotal return+10.4%

+35.6%3 years · per year$10,000 became $24,920 · $18,391+22.5%

+7.2%5 years · per year$10,000 became $14,125 · $15,474+9.1%

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

2.13%Trailing 12-mo yield$213 · $144 a year on $10k1.44%

−16.4%Worst dropSmaller is better−14.8%

20.5%VolatilityLower is calmer15.3%

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

3–4XLF wins

End-of-day Nov 6, 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 543.7%

KBWBStockXLF

not top 5BRK-B13.2%

8.2%JPM11.1%

not top 5V8.9%

8.5%WFCnot top 5

7.4%MSnot top 5

7.3%GSnot top 5

6.9%BAC4.0%

not top 5MA6.5%

Held in common32.6%

End-of-day Nov 6, 2026 · share of each fund

KBWB vs XLF Returns, Every Period

InvescoKBWB

+7.2%

5 years, per year

XLFSPDR

+9.1%

5 years, per year

KBWBXLFFaded: behind in that period

2–1KBWB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

KBWB vs XLE

YTD

InvescoKBWB

+5.7%

XLESPDR

+40.6%

+5.7%Year to date+40.6%

−16.4%Worst drop · 1Y−15.0%

20.5%Volatility · 1Y23.3%

2.1%Yield2.5%

$6.9BAssets$42.0B

3–1XLE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWB, XLF, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

KBWB0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: KBWB, XLF, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

KBWB2.13%$213

XLF1.44%$144

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

KBWB$213 − $35 = $178

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: KBWB, XLF, XLE

Today

32.6%most shared, KBWB and XLF

KBWBXLFXLE

KBWB—32.6%0.0%

XLF32.6%—0.0%

XLE0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

XLFWorst drop−14.8%15.3% vol

KBWBWorst drop−16.4%20.5% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLEKBWB

+40.6%Year to date+5.7%

2.5%Yield2.1%

+45.0%Past year+16.1%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026