IAK vs KBWB

AIAK

BKBWB

Measures won4–2IAK wins · of 6 · 5Y

$10,000 · 5Y$20,202IAK · KBWB $14,817

Lowest cost0.35%KBWB · $35 on $10k

Most income2.33%IAK · $233 on $10k

Smallest drop−10.5%IAK · worst fall in 1Y

Held in common0.0%IAK and KBWB

IAK

KBWB

iShares U.S. Insurance ETF · $498MInvesco KBW Bank ETF · $6.7B

+20.4%3 years · per year$17,456 · $26,300+38.0%

+15.1%5 years · per year$20,202 · $14,817+8.2%

0.37%Expense ratio$37 · $35 on $10k · lower wins0.35%

2.33%12-mo yield$233 · $205 on $10k2.05%

−10.5%Worst dropSmaller wins−16.4%

16.2%VolatilityLower wins20.2%

4–2IAK wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAK · KBWB

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.33%	+2.4%	+15.0%	+24.9%	+20.4%	+15.1%	−10.5%	$498M
2	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.33%	+2.4%	+15.0%	+24.9%	+20.4%	+15.1%	−10.5%	$498M
2	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IAK vs KBWB

IAK

iShares U.S. Insurance

$20,202

KBWB

Invesco KBW Bank

$14,817

MeasureIAKKBWB

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield2.33%2.05%

5 years, per year+15.1%+8.2%

3 years, per year+20.4%+38.0%

Worst drop · 1Y−10.5%−16.4%

Volatility · 1Y16.2%20.2%

4–2measures won
IAK first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IAK, KBWB

Today

0.0%most shared, IAK and KBWB

IAKKBWB

IAK—0.0%

KBWB0.0%—

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

Income After Fees on $10,000

$196most kept, IAK

IAK$233 − $37 = $196

KBWB$205 − $35 = $170

KeptFee

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