KBE vs KBWB

AKBE

BKBWB

Measures won3–2KBE wins · of 6 · 5Y

$10,000 · 5Y$14,125KBWB · KBE $13,677

Lowest cost0.35%KBE · $35 on $10k

Most income2.23%KBE · $223 on $10k

Smallest drop−14.6%KBE · worst fall in 1Y

Held in common17.9%KBE and KBWB

KBE

KBWB

State Street SPDR S&P Bank ETF · $1.6BInvesco KBW Bank ETF · $6.9B

+26.1%3 years · per year$20,064 · $24,920+35.6%

+6.5%5 years · per year$13,677 · $14,125+7.2%

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

2.23%12-mo yield$223 · $213 on $10k2.13%

−14.6%Worst dropSmaller wins−16.4%

19.7%VolatilityLower wins20.5%

3–2KBE wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBE · KBWB

1.0%PNFP1.9%

1.0%EWBC2.2%

0.9%TFC4.3%

0.9%FITB4.3%

Held in common17.9%

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	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.13%	−0.5%	+5.7%	+16.1%	+35.6%	+7.2%	−16.4%	$6.9B
2	AKBE	State Street SPDR S&P Bank ETFRead Desk		0.35%	2.23%	−0.5%	+10.5%	+18.1%	+26.1%	+6.5%	−14.6%	$1.6B

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	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.13%	−0.5%	+5.7%	+16.1%	+35.6%	+7.2%	−16.4%	$6.9B
2	AKBE	State Street SPDR S&P Bank ETFRead Desk		0.35%	2.23%	−0.5%	+10.5%	+18.1%	+26.1%	+6.5%	−14.6%	$1.6B

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

KBE vs KBWB

KBE

SPDR S&P Bank

$13,677

KBWB

Invesco KBW Bank

$14,125

MeasureKBEKBWB

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield2.23%2.13%

5 years, per year+6.5%+7.2%

3 years, per year+26.1%+35.6%

Worst drop · 1Y−14.6%−16.4%

Volatility · 1Y19.7%20.5%

3–2measures won
KBE first

17.9%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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

Overlap: KBE, KBWB

Today

17.9%most shared, KBE and KBWB

KBEKBWB

KBE—17.9%

KBWB17.9%—

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

Income After Fees on $10,000

$188most kept, KBE

KBE$223 − $35 = $188

KBWB$213 − $35 = $178

KeptFee

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