Compare · 2 funds side by side · dividends reinvested

KBWP and IYF

KBWPInvesco×IYFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,077KBWP · best of the two

02 / 04

KBWP and IYF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Property & Casualty Insurance ETFSectors · Financials0.35%1.75%+11.4%+22.5%+20.1%+13.8%−12.0%18.1%$309M1.3

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+3.8%+9.6%+25.0%+9.8%−13.9%14.5%$3.8B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: KBWP 2010 · IYF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Property & Casualty Insurance ETF · $309M$19,077

KBWP

IYF

iShares U.S. Financials ETF · $3.8B$15,929

$10,000 five years ago, dividends reinvested · they hold 14.7% in common

KBWPMeasureIYF

+11.4%Year to dateJan 1 → Nov 3+3.8%

+22.5%1 yearTotal return+9.6%

+20.1%3 years · per year$10,000 became $17,324 · $19,552+25.0%

+13.8%5 years · per year$10,000 became $19,077 · $15,929+9.8%

0.35%Expense ratio$35 · $37 a year on $10k · lower is better0.37%

1.75%Trailing 12-mo yield$175 · $147 a year on $10k1.47%

−12.0%Worst dropSmaller is better−13.9%

18.1%VolatilityLower is calmer14.5%

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

6–2KBWP wins

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

More Ways to See the Pairs

KBWP vs IYF: Top 5 Holdings

Today

KBWP

40.3%in top 5

IYF

in top 534.4%

KBWPStockIYF

not top 5BRK-B12.4%

not top 5JPM11.0%

8.2%TRVnot top 5

8.2%CBnot top 5

8.1%MRSHnot top 5

8.0%PGRnot top 5

7.8%AONnot top 5

not top 5WFC3.7%

not top 5BAC3.7%

not top 5GS3.6%

Held in common14.7%

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

KBWP vs IYF Returns, Every Period

InvescoKBWP

+13.8%

5 years, per year

IYFiShares

+9.8%

5 years, per year

KBWPIYFFaded: behind in that period

3–1KBWP wins

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

KBWP vs IYF

YTD

InvescoKBWP

+11.4%

IYFiShares

+3.8%

+11.4%Year to date+3.8%

−12.0%Worst drop · 1Y−13.9%

18.1%Volatility · 1Y14.5%

1.8%Yield1.5%

$309MAssets$3.8B

3–1KBWP wins

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

Cost, Income and Risk

Fees: KBWP, IYF

Today

0.35%lowest, KBWP

FundExpense ratioFee$10k

KBWP0.35%$35

IYF0.37%$37

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

Yields: KBWP, IYF

1.75%highest, KBWP

FundTrailing yieldYield$10k

KBWP1.75%$175

IYF1.47%$147

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

Income After Fees on $10,000

$140most kept, KBWP

KBWP$175 − $35 = $140

IYF$147 − $37 = $110

KeptFee

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

Overlap: KBWP, IYF

Today

14.7%most shared, KBWP and IYF

KBWPIYF

KBWP—14.7%

IYF14.7%—

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

Return vs Bumpiness: 2 ETFs

+22.5%KBWP, at 18.1% volatility

IYFWorst drop−13.9%14.5% vol

KBWPWorst drop−12.0%18.1% vol

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

Paid More vs Made More

YTD

KBWPIYF

+11.4%Year to date+3.8%

1.8%Yield1.5%

+22.5%Past year+9.6%

0.35%Fee0.37%

4–0KBWP wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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