Compare · 2 funds side by side · dividends reinvested

KIE and VFH

KIESPDR×VFHVanguard×

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 VFH, 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%$580M1.5

Vanguard Financials ETFSectors · Financials0.09%1.69%+5.4%+10.9%+24.5%+8.9%−14.7%14.8%$12.7B1.5

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 · VFH 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

KIE

VFH

Vanguard Financials ETF · $12.7B$15,281

$10,000 five years ago, dividends reinvested · they hold 13.9% in common

KIEMeasureVFH

+8.3%Year to dateJan 1 → Nov 3+5.4%

+16.1%1 yearTotal return+10.9%

+17.4%3 years · per year$10,000 became $16,173 · $19,298+24.5%

+11.1%5 years · per year$10,000 became $16,962 · $15,281+8.9%

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

1.54%Trailing 12-mo yield$154 · $169 a year on $10k1.69%

−11.8%Worst dropSmaller is better−14.7%

17.0%VolatilityLower is calmer14.8%

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

4–4Level

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 VFH: Top 5 Holdings

Today

KIE

10.2%in top 5

VFH

in top 535.3%

KIEStockVFH

not top 5JPM10.4%

not top 5BRK-B8.3%

not top 5V7.1%

not top 5MA5.3%

not top 5BAC4.2%

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 common13.9%

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

KIE vs VFH Returns, Every Period

SPDRKIE

+11.1%

5 years, per year

VFHVanguard

+8.9%

5 years, per year

KIEVFHFaded: behind in that period

3–1KIE wins

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

KIE vs VFH

YTD

SPDRKIE

+8.3%

VFHVanguard

+5.4%

+8.3%Year to date+5.4%

−11.8%Worst drop · 1Y−14.7%

17.0%Volatility · 1Y14.8%

1.5%Yield1.7%

$580MAssets$12.7B

2–2level

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

Cost, Income and Risk

Fees: KIE, VFH

Today

0.09%lowest, VFH

FundExpense ratioFee$10k

VFH0.09%$9

KIE0.35%$35

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

Yields: KIE, VFH

1.69%highest, VFH

FundTrailing yieldYield$10k

VFH1.69%$169

KIE1.54%$154

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

Income After Fees on $10,000

$160most kept, VFH

VFH$169 − $9 = $160

KIE$154 − $35 = $119

KeptFee

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

Overlap: KIE, VFH

Today

13.9%most shared, KIE and VFH

KIEVFH

KIE—13.9%

VFH13.9%—

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

Return vs Bumpiness: 2 ETFs

+16.1%KIE, at 17.0% volatility

VFHWorst drop−14.7%14.8% vol

KIEWorst drop−11.8%17.0% vol

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

Paid More vs Made More

YTD

VFHKIE

+5.4%Year to date+8.3%

1.7%Yield1.5%

+10.9%Past year+16.1%

0.09%Fee0.35%

2–2level

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