Compare · 3 funds side by side · dividends reinvested

PSCF, KBWB and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,353XLF · best of the three

02 / 04

PSCF, KBWB and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P SmallCap Financials ETFSectors · Financials0.29%2.19%+12.6%+19.0%+21.2%+3.5%−11.4%15.9%$30M1.8

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$54.2B2.0

Invesco KBW Bank ETFSectors · Financials0.35%2.10%+7.5%+18.3%+37.8%+7.1%−16.4%20.0%$6.8B2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: PSCF 2010 · KBWB 2011 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Financials ETF · $30M$11,849

PSCF

KBWB

Invesco KBW Bank ETF · $6.8B$14,091

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

PSCFMeasureKBWB

+12.6%Year to dateJan 1 → Nov 3+7.5%

+19.0%1 yearTotal return+18.3%

+21.2%3 years · per year$10,000 became $17,785 · $26,186+37.8%

+3.5%5 years · per year$10,000 became $11,849 · $14,091+7.1%

0.29%Expense ratio$29 · $35 a year on $10k · lower is better0.35%

2.19%Trailing 12-mo yield$219 · $210 a year on $10k2.10%

−11.4%Worst dropSmaller is better−16.4%

15.9%VolatilityLower is calmer20.0%

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

6–2PSCF wins

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

More Ways to See the Pairs

PSCF vs KBWB: Top 5 Holdings

Today

PSCF

8.8%in top 5

KBWB

in top 538.2%

PSCFStockKBWB

not top 5WFC8.4%

not top 5JPM8.1%

not top 5GS7.4%

not top 5MS7.4%

not top 5BAC6.8%

2.1%RHPnot top 5

1.9%JXNnot top 5

1.6%TRNOnot top 5

1.6%LNCnot top 5

1.6%MACnot top 5

Held in common0.1%

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

PSCF vs KBWB Returns, Every Period

InvescoPSCF

+3.5%

5 years, per year

KBWBInvesco

+7.1%

5 years, per year

PSCFKBWBFaded: behind in that period

2–2Level

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

PSCF vs KBWB

YTD

InvescoPSCF

+12.6%

KBWBInvesco

+7.5%

+12.6%Year to date+7.5%

−11.4%Worst drop · 1Y−16.4%

15.9%Volatility · 1Y20.0%

2.2%Yield2.1%

$30.1MAssets$6.8B

4–0PSCF wins

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

Cost, Income and Risk

Fees: PSCF, KBWB, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

PSCF0.29%$29

KBWB0.35%$35

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

Yields: PSCF, KBWB, XLF

2.19%highest, PSCF

FundTrailing yieldYield$10k

PSCF2.19%$219

KBWB2.10%$210

XLF1.44%$144

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

Income After Fees on $10,000

$190most kept, PSCF

PSCF$219 − $29 = $190

KBWB$210 − $35 = $175

XLF$144 − $8 = $136

KeptFee

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

Overlap: PSCF, KBWB, XLF

Today

33.5%most shared, KBWB and XLF

PSCFKBWBXLF

PSCF—0.1%0.0%

KBWB0.1%—33.5%

XLF0.0%33.5%—

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

Return vs Bumpiness: 3 ETFs

+19.0%PSCF, at 15.9% volatility

XLFWorst drop−14.8%14.6% vol

PSCFWorst drop−11.4%15.9% 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

PSCFKBWB

+12.6%Year to date+7.5%

2.2%Yield2.1%

+19.0%Past year+18.3%

0.29%Fee0.35%

4–0PSCF wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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