IVV vs KBWB

AIVV

BKBWB

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VTI $16,697

Lowest cost0.03%IVV · $3 on $10k

Most income2.08%KBWB · $208 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 · $853BInvesco KBW Bank ETF · $6.5B

+22.0%3 years · per year$18,159 · $24,427+34.7%

+11.9%5 years · per year$17,545 · $14,313+7.4%

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

1.11%12-mo yield$111 · $208 on $10k2.08%

−8.9%Worst dropSmaller wins−16.4%

13.8%VolatilityLower wins20.6%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · KBWB

1.4%JPM8.2%

0.5%BAC6.9%

0.4%WFC8.4%

0.4%GS7.3%

Held in common4.5%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	BKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.08%	+2.5%	+8.3%	+19.1%	+34.7%	+7.4%	−16.4%	$6.5B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	BKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.08%	+2.5%	+8.3%	+19.1%	+34.7%	+7.4%	−16.4%	$6.5B

End-of-day Nov 9, 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

$17,545

KBWB

Invesco KBW Bank

$14,313

MeasureIVVKBWB

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.11%2.08%

5 years, per year+11.9%+7.4%

3 years, per year+22.0%+34.7%

Worst drop · 1Y−8.9%−16.4%

Volatility · 1Y13.8%20.6%

4–2measures won
IVV first

4.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: IVV, KBWB, VTI

Today

86.0%most shared, IVV and VTI

IVVKBWBVTI

IVV—4.5%86.0%

KBWB4.5%—4.0%

VTI86.0%4.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$173most kept, KBWB

KBWB$208 − $35 = $173

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee