Compare · 2 funds side by side · dividends reinvested

KBWP and VFH

KBWPInvesco×VFHVanguard×

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 VFH, 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%$309M1.4

Vanguard Financials ETFSectors · Financials0.09%1.69%+5.4%+10.9%+24.5%+8.9%−14.7%14.8%$12.7B1.6

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 · VFH 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

KBWP

VFH

Vanguard Financials ETF · $12.7B$15,281

$10,000 five years ago, dividends reinvested · they hold 9.9% in common

KBWPMeasureVFH

+11.4%Year to dateJan 1 → Nov 3+5.4%

+22.5%1 yearTotal return+10.9%

+20.1%3 years · per year$10,000 became $17,324 · $19,298+24.5%

+13.8%5 years · per year$10,000 became $19,077 · $15,281+8.9%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

1.75%Trailing 12-mo yield$175 · $169 a year on $10k1.69%

−12.0%Worst dropSmaller is better−14.7%

18.1%VolatilityLower is calmer14.8%

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

5–3KBWP 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 VFH: Top 5 Holdings

Today

KBWP

40.3%in top 5

VFH

in top 535.3%

KBWPStockVFH

not top 5JPM10.4%

not top 5BRK-B8.3%

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 5V7.1%

not top 5MA5.3%

not top 5BAC4.2%

Held in common9.9%

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

KBWP vs VFH Returns, Every Period

InvescoKBWP

+13.8%

5 years, per year

VFHVanguard

+8.9%

5 years, per year

KBWPVFHFaded: behind in that period

3–1KBWP wins

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

KBWP vs VFH

YTD

InvescoKBWP

+11.4%

VFHVanguard

+5.4%

+11.4%Year to date+5.4%

−12.0%Worst drop · 1Y−14.7%

18.1%Volatility · 1Y14.8%

1.8%Yield1.7%

$309MAssets$12.7B

3–1KBWP wins

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

Cost, Income and Risk

Fees: KBWP, VFH

Today

0.09%lowest, VFH

FundExpense ratioFee$10k

VFH0.09%$9

KBWP0.35%$35

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

Yields: KBWP, VFH

1.75%highest, KBWP

FundTrailing yieldYield$10k

KBWP1.75%$175

VFH1.69%$169

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

Income After Fees on $10,000

$160most kept, VFH

VFH$169 − $9 = $160

KBWP$175 − $35 = $140

KeptFee

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

Overlap: KBWP, VFH

Today

9.9%most shared, KBWP and VFH

KBWPVFH

KBWP—9.9%

VFH9.9%—

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

VFHWorst drop−14.7%14.8% 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

KBWPVFH

+11.4%Year to date+5.4%

1.8%Yield1.7%

+22.5%Past year+10.9%

0.35%Fee0.09%

3–1KBWP 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