Compare · 2 funds side by side · dividends reinvested

KBWP and IVV

KBWPInvesco×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,704KBWP · best of the two

02 / 04

KBWP and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Property & Casualty Insurance ETFSectors · Financials0.35%1.71%+14.0%+22.6%+19.8%+14.5%−12.0%18.2%$305M1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: KBWP 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Property & Casualty Insurance ETF · $305M$19,704

KBWP

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

KBWPMeasureIVV

+14.0%Year to dateJan 1 → Nov 5+8.4%

+22.6%1 yearTotal return+9.7%

+19.8%3 years · per year$10,000 became $17,199 · $18,221+22.1%

+14.5%5 years · per year$10,000 became $19,704 · $17,151+11.4%

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

1.71%Trailing 12-mo yield$171 · $114 a year on $10k1.14%

−12.0%Worst dropSmaller is better−8.9%

18.2%VolatilityLower is calmer13.6%

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

4–4Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KBWP vs IVV: Top 5 Holdings

Today

KBWP

40.4%in top 5

IVV

in top 527.7%

KBWPStockIVV

8.2%TRVnot top 5

8.2%MRSHnot top 5

8.1%CBnot top 5

7.9%PGRnot top 5

7.9%AONnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common1.4%

End-of-day Nov 5, 2026 · share of each fund

KBWP vs IVV Returns, Every Period

InvescoKBWP

+14.5%

5 years, per year

IVViShares

+11.4%

5 years, per year

KBWPIVVFaded: behind in that period

3–1KBWP wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Core: KBWP vs IVV

YTD

InvescoKBWP

+14.0%

IVViShares

+8.4%

+14.0%Year to date+8.4%

−12.0%Worst drop · 1Y−8.9%

18.2%Volatility · 1Y13.6%

1.7%Yield1.1%

$305MAssets$887B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWP, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

KBWP0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: KBWP, IVV

1.71%highest, KBWP

FundTrailing yieldYield$10k

KBWP1.71%$171

IVV1.14%$114

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, KBWP

KBWP$171 − $35 = $136

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: KBWP, IVV

Today

1.4%most shared, KBWP and IVV

KBWPIVV

KBWP—1.4%

IVV1.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.6%KBWP, at 18.2% volatility

IVVWorst drop−8.9%13.6% vol

KBWPWorst drop−12.0%18.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

KBWPIVV

+14.0%Year to date+8.4%

1.7%Yield1.1%

+22.6%Past year+9.7%

0.35%Fee0.03%

3–1KBWP wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026