Compare · 4 funds side by side · dividends reinvested

PSCF, KBWB, XLF and XLE

PSCFInvesco×KBWBInvesco×XLFSPDR×XLESPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,568XLE · best of the four

02 / 04

PSCF, KBWB, XLF and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B2.0

Invesco S&P SmallCap Financials ETFSectors · Financials0.29%2.20%+12.3%+17.3%+19.9%+3.6%−11.4%16.3%$31M2.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.5

Invesco KBW Bank ETFSectors · Financials0.35%2.13%+5.7%+16.1%+35.6%+7.2%−16.4%20.5%$6.9B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PSCF 2010 · KBWB 2011 · XLF 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Financials ETF · $31M$11,944

PSCF

KBWB

Invesco KBW Bank ETF · $6.9B$14,125

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

PSCFMeasureKBWB

+12.3%Year to dateJan 1 → Nov 6+5.7%

+17.3%1 yearTotal return+16.1%

+19.9%3 years · per year$10,000 became $17,217 · $24,920+35.6%

+3.6%5 years · per year$10,000 became $11,944 · $14,125+7.2%

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

2.20%Trailing 12-mo yield$220 · $213 a year on $10k2.13%

−11.4%Worst dropSmaller is better−16.4%

16.3%VolatilityLower is calmer20.5%

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

6–2PSCF wins

End-of-day Nov 6, 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

8.7%in top 5

KBWB

in top 538.3%

PSCFStockKBWB

not top 5WFC8.5%

not top 5JPM8.2%

not top 5MS7.4%

not top 5GS7.3%

not top 5BAC6.9%

2.0%RHPnot top 5

1.9%JXNnot top 5

1.7%TRNOnot top 5

1.6%MACnot top 5

1.5%LNCnot top 5

Held in common0.1%

End-of-day Nov 6, 2026 · share of each fund

PSCF vs KBWB Returns, Every Period

InvescoPSCF

+3.6%

5 years, per year

KBWBInvesco

+7.2%

5 years, per year

PSCFKBWBFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

PSCF vs XLE

YTD

InvescoPSCF

+12.3%

XLESPDR

+40.6%

+12.3%Year to date+40.6%

−11.4%Worst drop · 1Y−15.0%

16.3%Volatility · 1Y23.3%

2.2%Yield2.5%

$30.6MAssets$42.0B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSCF, KBWB, XLF, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

PSCF0.29%$29

KBWB0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PSCF, KBWB, XLF, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

PSCF2.20%$220

KBWB2.13%$213

XLF1.44%$144

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

PSCF$220 − $29 = $191

KBWB$213 − $35 = $178

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PSCF, KBWB, XLF, XLE

Today

32.6%most shared, KBWB and XLF

PSCFKBWBXLFXLE

PSCF—0.1%0.0%0.0%

KBWB0.1%—32.6%0.0%

XLF0.0%32.6%—0.0%

XLE0.0%0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

XLFWorst drop−14.8%15.3% vol

PSCFWorst drop−11.4%16.3% vol

KBWBWorst drop−16.4%20.5% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLEPSCF

+40.6%Year to date+12.3%

2.5%Yield2.2%

+45.0%Past year+17.3%

0.08%Fee0.29%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026