Compare · 2 funds side by side · dividends reinvested

KIE and KBWB

KIESPDR×KBWBInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,962KIE · best of the two

02 / 04

KIE and KBWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Insurance ETFSectors · Financials0.35%1.54%+8.3%+16.1%+17.4%+11.1%−11.8%17.0%$580M1.4

Invesco KBW Bank ETFSectors · Financials0.35%2.10%+7.5%+18.3%+37.8%+7.1%−16.4%20.0%$6.8B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: KIE 2005 · KBWB 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Insurance ETF · $580M$16,962

KIE

KBWB

Invesco KBW Bank ETF · $6.8B$14,091

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

KIEMeasureKBWB

+8.3%Year to dateJan 1 → Nov 3+7.5%

+16.1%1 yearTotal return+18.3%

+17.4%3 years · per year$10,000 became $16,173 · $26,186+37.8%

+11.1%5 years · per year$10,000 became $16,962 · $14,091+7.1%

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

1.54%Trailing 12-mo yield$154 · $210 a year on $10k2.10%

−11.8%Worst dropSmaller is better−16.4%

17.0%VolatilityLower is calmer20.0%

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

4–3KIE wins

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

More Ways to See the Pairs

KIE vs KBWB: Top 5 Holdings

Today

KIE

10.2%in top 5

KBWB

in top 538.2%

KIEStockKBWB

not top 5WFC8.4%

not top 5JPM8.1%

not top 5GS7.4%

not top 5MS7.4%

not top 5BAC6.8%

2.2%KMPRnot top 5

2.0%BWINnot top 5

2.0%MRSHnot top 5

2.0%SIGInot top 5

2.0%AJGnot top 5

Held in common0.0%

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

KIE vs KBWB Returns, Every Period

SPDRKIE

+11.1%

5 years, per year

KBWBInvesco

+7.1%

5 years, per year

KIEKBWBFaded: behind in that period

2–2Level

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

KIE vs KBWB

YTD

SPDRKIE

+8.3%

KBWBInvesco

+7.5%

+8.3%Year to date+7.5%

−11.8%Worst drop · 1Y−16.4%

17.0%Volatility · 1Y20.0%

1.5%Yield2.1%

$580MAssets$6.8B

3–1KIE wins

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

Cost, Income and Risk

Fees: KIE, KBWB

Today

0.35%lowest, KIE

FundExpense ratioFee$10k

KIE0.35%$35

KBWB0.35%$35

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

Yields: KIE, KBWB

2.10%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.10%$210

KIE1.54%$154

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

Income After Fees on $10,000

$175most kept, KBWB

KBWB$210 − $35 = $175

KIE$154 − $35 = $119

KeptFee

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

Overlap: KIE, KBWB

Today

0.0%most shared, KIE and KBWB

KIEKBWB

KIE—0.0%

KBWB0.0%—

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

Return vs Bumpiness: 2 ETFs

+18.3%KBWB, at 20.0% volatility

KIEWorst drop−11.8%17.0% vol

KBWBWorst drop−16.4%20.0% vol

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

Paid More vs Made More

YTD

KBWBKIE

+7.5%Year to date+8.3%

2.1%Yield1.5%

+18.3%Past year+16.1%

0.35%Fee0.35%

2–1KBWB 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