Compare · 2 funds side by side · dividends reinvested

XLF and KBWB

XLFSPDR×KBWBInvesco×

Versus in desk

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

02 / 04

XLF and KBWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$54.2B1.5

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: XLF 1998 · KBWB 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street Financial Select Sector SPDR ETF · $54.2B$15,353

XLF

KBWB

Invesco KBW Bank ETF · $6.8B$14,091

$10,000 five years ago, dividends reinvested · they hold 33.5% in common

XLFMeasureKBWB

+5.7%Year to dateJan 1 → Nov 3+7.5%

+10.9%1 yearTotal return+18.3%

+24.0%3 years · per year$10,000 became $19,057 · $26,186+37.8%

+9.0%5 years · per year$10,000 became $15,353 · $14,091+7.1%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

1.44%Trailing 12-mo yield$144 · $210 a year on $10k2.10%

−14.8%Worst dropSmaller is better−16.4%

14.6%VolatilityLower is calmer20.0%

XLFKBWB 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

XLF vs KBWB: Top 5 Holdings

Today

XLF

43.3%in top 5

KBWB

in top 538.2%

XLFStockKBWB

12.6%BRK-Bnot top 5

11.4%JPM8.1%

8.7%Vnot top 5

not top 5WFC8.4%

not top 5GS7.4%

not top 5MS7.4%

4.1%BAC6.8%

6.4%MAnot top 5

Held in common33.5%

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

XLF vs KBWB Returns, Every Period

SPDRXLF

+9.0%

5 years, per year

KBWBInvesco

+7.1%

5 years, per year

XLFKBWBFaded: behind in that period

1–3KBWB wins

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

XLF vs KBWB

YTD

SPDRXLF

+5.7%

KBWBInvesco

+7.5%

+5.7%Year to date+7.5%

−14.8%Worst drop · 1Y−16.4%

14.6%Volatility · 1Y20.0%

1.4%Yield2.1%

$54.2BAssets$6.8B

2–2level

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

Cost, Income and Risk

Fees: XLF, KBWB

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

KBWB0.35%$35

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

Yields: XLF, KBWB

2.10%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.10%$210

XLF1.44%$144

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

Income After Fees on $10,000

$175most kept, KBWB

KBWB$210 − $35 = $175

XLF$144 − $8 = $136

KeptFee

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

Overlap: XLF, KBWB

Today

33.5%most shared, XLF and KBWB

XLFKBWB

XLF—33.5%

KBWB33.5%—

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

XLFWorst drop−14.8%14.6% 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

KBWBXLF

+7.5%Year to date+5.7%

2.1%Yield1.4%

+18.3%Past year+10.9%

0.35%Fee0.08%

3–1KBWB 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