Compare KBWY and SPY | ETF Tracker

KBWY and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.4

Invesco KBW Premium Yield Equity REIT ETFIncome · Premium income0.35%8.81%+16.4%+22.0%+9.7%+0.7%−15.1%17.3%$295M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: KBWY 2010 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco KBW Premium Yield Equity REIT ETF · $295M$10,353

KBWY

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

KBWYMeasureSPY

+16.4%Year to dateJan 1 → Nov 5+8.3%

+22.0%1 yearTotal return+9.7%

+9.7%3 years · per year$10,000 became $13,207 · $18,174+22.0%

+0.7%5 years · per year$10,000 became $10,353 · $17,099+11.3%

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

8.81%Trailing 12-mo yield$881 · $103 a year on $10k1.03%

−15.1%Worst dropSmaller is better−8.9%

17.3%VolatilityLower is calmer13.6%

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

3–5SPY wins

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

More Ways to See the Pairs

KBWY vs SPY: Top 5 Holdings

Today

KBWY

25.4%in top 5

SPY

in top 527.7%

KBWYStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

7.2%IIPRnot top 5

not top 5MSFT6.2%

4.9%MRPnot top 5

4.8%CHCTnot top 5

4.4%AHRTnot top 5

4.2%GOODnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

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

KBWY vs SPY Returns, Every Period

5Y

InvescoKBWY

+0.7%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

KBWYSPYFaded: behind in that period

2–2Level

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

Income vs Core: KBWY vs SPY

YTD

InvescoKBWY

+16.4%

SPYSPDR

+8.3%

+16.4%Year to date+8.3%

−15.1%Worst drop · 1Y−8.9%

17.3%Volatility · 1Y13.6%

8.8%Yield1.0%

$295MAssets$819B

2–2level

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

Cost, Income and Risk

Fees: KBWY, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

KBWY0.35%$35

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

Yields: KBWY, SPY

1Y

8.81%highest, KBWY

FundTrailing yieldYield$10k

KBWY8.81%$881

SPY1.03%$103

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

Income After Fees on $10,000

1Y

$846most kept, KBWY

KBWY$881 − $35 = $846

SPY$103 − $9 = $94

KeptFee

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

Overlap: KBWY, SPY

Today

0.0%most shared, KBWY and SPY

KBWYSPY

KBWY—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+22.0%KBWY, at 17.3% volatility

SPYWorst drop−8.9%13.6% vol

KBWYWorst drop−15.1%17.3% vol

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

Paid More vs Made More

YTD

KBWYSPY

+16.4%Year to date+8.3%

8.8%Yield1.0%

+22.0%Past year+9.7%

0.35%Fee0.09%

3–1KBWY 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$819B

2–0SPYM wins

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026