IVV vs KBWB

AIVV

BKBWB

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · KBWB $14,125

Lowest cost0.03%IVV · $3 on $10k

Most income2.13%KBWB · $213 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common4.5%IVV and KBWB

IVV

KBWB

iShares Core S&P 500 ETF · $850BInvesco KBW Bank ETF · $6.9B

+21.8%3 years · per year$18,084 · $24,920+35.6%

+11.4%5 years · per year$17,177 · $14,125+7.2%

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

1.14%12-mo yield$114 · $213 on $10k2.13%

−8.9%Worst dropSmaller wins−16.4%

13.6%VolatilityLower wins20.5%

4–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · KBWB

1.4%JPM8.2%

0.5%BAC6.9%

0.4%WFC8.5%

0.4%GS7.3%

Held in common4.5%

End-of-day Nov 6, 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	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.13%	−0.5%	+5.7%	+16.1%	+35.6%	+7.2%	−16.4%	$6.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.13%	−0.5%	+5.7%	+16.1%	+35.6%	+7.2%	−16.4%	$6.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs KBWB

IVV

iShares Core S&P 500

$17,177

KBWB

Invesco KBW Bank

$14,125

MeasureIVVKBWB

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.14%2.13%

5 years, per year+11.4%+7.2%

3 years, per year+21.8%+35.6%

Worst drop · 1Y−8.9%−16.4%

Volatility · 1Y13.6%20.5%

4–2measures won
IVV first

4.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: IVV, KBWB

Today

4.5%most shared, IVV and KBWB

IVVKBWB

IVV—4.5%

KBWB4.5%—

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

Income After Fees on $10,000

$178most kept, KBWB

KBWB$213 − $35 = $178

IVV$114 − $3 = $111

KeptFee

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