Compare · 2 funds side by side · dividends reinvested

VFH and KBWB

VFHVanguard×KBWBInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,079VFH · best of the two

02 / 04

VFH and KBWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Financials ETFSectors · Financials0.09%1.64%+8.8%+14.9%+25.2%+10.0%−14.7%15.1%$12.7B1.5

Invesco KBW Bank ETFSectors · Financials0.35%2.05%+10.1%+21.2%+38.0%+8.2%−16.4%20.2%$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 4, 2026 · returns include dividends · since: VFH 2004 · KBWB 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Financials ETF · $12.7B$16,079

VFH

KBWB

Invesco KBW Bank ETF · $6.8B$14,817

$10,000 five years ago, dividends reinvested · they hold 32.3% in common

VFHMeasureKBWB

+8.8%Year to dateJan 1 → Nov 4+10.1%

+14.9%1 yearTotal return+21.2%

+25.2%3 years · per year$10,000 became $19,620 · $26,300+38.0%

+10.0%5 years · per year$10,000 became $16,079 · $14,817+8.2%

0.09%Expense ratio$9 · $35 a year on $10k · lower is better0.35%

1.64%Trailing 12-mo yield$164 · $205 a year on $10k2.05%

−14.7%Worst dropSmaller is better−16.4%

15.1%VolatilityLower is calmer20.2%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VFH vs KBWB: Top 5 Holdings

Today

VFH

35.3%in top 5

KBWB

in top 538.3%

VFHStockKBWB

10.4%JPM8.1%

not top 5WFC8.4%

8.3%BRK-Bnot top 5

not top 5GS7.4%

not top 5MS7.4%

7.1%Vnot top 5

4.2%BAC6.8%

5.3%MAnot top 5

Held in common32.3%

End-of-day Nov 4, 2026 · share of each fund

VFH vs KBWB Returns, Every Period

VanguardVFH

+10.0%

5 years, per year

KBWBInvesco

+8.2%

5 years, per year

VFHKBWBFaded: behind in that period

1–3KBWB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VFH vs KBWB

YTD

VanguardVFH

+8.8%

KBWBInvesco

+10.1%

+8.8%Year to date+10.1%

−14.7%Worst drop · 1Y−16.4%

15.1%Volatility · 1Y20.2%

1.6%Yield2.0%

$12.7BAssets$6.8B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VFH, KBWB

Today

0.09%lowest, VFH

FundExpense ratioFee$10k

VFH0.09%$9

KBWB0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VFH, KBWB

2.05%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.05%$205

VFH1.64%$164

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$170most kept, KBWB

KBWB$205 − $35 = $170

VFH$164 − $9 = $155

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VFH, KBWB

Today

32.3%most shared, VFH and KBWB

VFHKBWB

VFH—32.3%

KBWB32.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.2%KBWB, at 20.2% volatility

VFHWorst drop−14.7%15.1% vol

KBWBWorst drop−16.4%20.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

KBWBVFH

+10.1%Year to date+8.8%

2.0%Yield1.6%

+21.2%Past year+14.9%

0.35%Fee0.09%

3–1KBWB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026