Compare · 3 funds side by side · dividends reinvested

KBWP, VOO and IVV

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

02 / 04

KBWP, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.6

Invesco KBW Property & Casualty Insurance ETFSectors · Financials0.35%1.71%+14.5%+26.2%+20.5%+14.8%−12.0%18.3%$305M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.3

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

KBWP

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

KBWPMeasureVOO

+14.5%Year to dateJan 1 → Nov 5+13.4%

+26.2%1 yearTotal return+13.5%

+20.5%3 years · per year$10,000 became $17,484 · $19,172+24.2%

+14.8%5 years · per year$10,000 became $19,928 · $18,115+12.6%

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

1.71%Trailing 12-mo yield$171 · $105 a year on $10k1.05%

−12.0%Worst dropSmaller is better−8.9%

18.3%VolatilityLower is calmer12.8%

KBWPVOO 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 VOO: Top 5 Holdings

Today

KBWP

40.4%in top 5

VOO

in top 528.3%

KBWPStockVOO

not top 5NVDA8.4%

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 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common1.2%

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

KBWP vs VOO Returns, Every Period

InvescoKBWP

+14.8%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

KBWPVOOFaded: 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

+14.5%

IVViShares

+13.4%

+14.5%Year to date+13.4%

−12.0%Worst drop · 1Y−8.9%

18.3%Volatility · 1Y12.9%

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, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

KBWP0.35%$35

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

Yields: KBWP, VOO, IVV

1.71%highest, KBWP

FundTrailing yieldYield$10k

KBWP1.71%$171

IVV1.09%$109

VOO1.05%$105

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

Income After Fees on $10,000

$136most kept, KBWP

KBWP$171 − $35 = $136

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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

Overlap: KBWP, VOO, IVV

Today

93.5%most shared, VOO and IVV

KBWPVOOIVV

KBWP—1.2%1.4%

VOO1.2%—93.5%

IVV1.4%93.5%—

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

Return vs Bumpiness: 3 ETFs

+26.2%KBWP, at 18.3% volatility

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

KBWPWorst drop−12.0%18.3% vol

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

Paid More vs Made More

YTD

KBWPIVV

+14.5%Year to date+13.4%

1.7%Yield1.1%

+26.2%Past year+13.5%

0.35%Fee0.03%

3–1KBWP wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026