IYF vs KBWP

AIYF

BKBWP

Measures won2–4KBWP wins · of 6 · 5Y

$10,000 · 5Y$19,077KBWP · IYF $15,929

Lowest cost0.35%KBWP · $35 on $10k

Most income1.75%KBWP · $175 on $10k

Smallest drop−12.0%KBWP · worst fall in 1Y

Held in common14.7%IYF and KBWP

IYF

KBWP

iShares U.S. Financials ETF · $3.8BInvesco KBW Property & Casualty Insurance ETF · $309M

+25.0%3 years · per year$19,552 · $17,324+20.1%

+9.8%5 years · per year$15,929 · $19,077+13.8%

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

1.47%12-mo yield$147 · $175 on $10k1.75%

−13.9%Worst dropSmaller wins−12.0%

14.5%VolatilityLower wins18.1%

2–4KBWP wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYF · KBWP

2.1%PGR8.0%

2.0%CB8.2%

1.5%MRSH8.1%

1.3%TRV8.2%

Held in common14.7%

End-of-day Nov 3, 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	BKBWP	Invesco KBW Property & Casualty Insurance ETFRead Desk		0.35%	1.75%	−1.1%	+11.4%	+22.5%	+20.1%	+13.8%	−12.0%	$309M
2	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B

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

Both

5Y2 funds

#			Trend
1	BKBWP	Invesco KBW Property & Casualty Insurance ETFRead Desk		0.35%	1.75%	−1.1%	+11.4%	+22.5%	+20.1%	+13.8%	−12.0%	$309M
2	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B

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

Cards for this view

IYF vs KBWP

IYF

iShares U.S. Financials

$15,929

KBWP

Invesco KBW Property & Casualty Insurance

$19,077

MeasureIYFKBWP

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield1.47%1.75%

5 years, per year+9.8%+13.8%

3 years, per year+25.0%+20.1%

Worst drop · 1Y−13.9%−12.0%

Volatility · 1Y14.5%18.1%

4–2measures won
KBWP first

14.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: IYF, KBWP

Today

14.7%most shared, IYF and KBWP

IYFKBWP

IYF—14.7%

KBWP14.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, KBWP

KBWP$175 − $35 = $140

IYF$147 − $37 = $110

KeptFee

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