KBWB vs BGIG

AKBWB

BBGIG

Measures won3–2KBWB wins · of 6 · 5Y

$10,000 · 5Y$14,817KBWB

Lowest cost0.35%KBWB · $35 on $10k

Most income2.05%KBWB · $205 on $10k

Smallest drop−6.1%BGIG · worst fall in 1Y

Held in common6.6%KBWB and BGIG

KBWB

BGIG

Invesco KBW Bank ETF · $6.7BBahl & Gaynor Income Growth ETF · $2.3B

+38.0%3 years · per year$26,300 · $17,371+20.2%

+8.2%5 years · per year$14,817 · […][…]

0.35%Expense ratio$35 · $45 on $10k · lower wins0.45%

2.05%12-mo yield$205 · $166 on $10k1.66%

−16.4%Worst dropSmaller wins−6.1%

20.2%VolatilityLower wins8.9%

3–2KBWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBWB · BGIG

4.1%PNC3.7%

8.1%JPM2.9%

Held in common6.6%

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	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.7B
2	BBGIG	Bahl & Gaynor Income Growth ETFRead Desk		0.45%	1.66%	+1.1%	+17.5%	+20.1%	+20.2%	new	−6.1%	$2.3B

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	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.7B
2	BBGIG	Bahl & Gaynor Income Growth ETFRead Desk		0.45%	1.66%	+1.1%	+17.5%	+20.1%	+20.2%	new	−6.1%	$2.3B

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

KBWB vs BGIG

KBWB

Invesco KBW Bank

$14,817

BGIG

Bahl & Gaynor Income Growth

[…]

MeasureKBWBBGIG

Fee0.35%0.45%

Cost on $10k a year$35$45

Yield2.05%1.66%

5 years, per year+8.2%[…]

3 years, per year+38.0%+20.2%

Worst drop · 1Y−16.4%−6.1%

Volatility · 1Y20.2%8.9%

3–2measures won
KBWB first

6.6%

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: KBWB, BGIG

Today

6.6%most shared, KBWB and BGIG

KBWBBGIG

KBWB—6.6%

BGIG6.6%—

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

Income After Fees on $10,000

$170most kept, KBWB

KBWB$205 − $35 = $170

BGIG$166 − $45 = $121

KeptFee

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