KBWB vs IAK

AKBWB

BIAK

Measures won2–4IAK wins · of 6 · 5Y

$10,000 · 5Y$19,714IAK · KBWB $14,116

Lowest cost0.35%KBWB · $35 on $10k

Most income2.35%IAK · $235 on $10k

Smallest drop−10.5%IAK · worst fall in 1Y

Held in common0.0%KBWB and IAK

KBWB

IAK

Invesco KBW Bank ETF · $6.7BiShares U.S. Insurance ETF · $498M

+35.9%3 years · per year$25,073 · $17,089+19.6%

+7.1%5 years · per year$14,116 · $19,714+14.5%

0.35%Expense ratio$35 · $37 on $10k · lower wins0.37%

2.12%12-mo yield$212 · $235 on $10k2.35%

−16.4%Worst dropSmaller wins−10.5%

20.5%VolatilityLower wins16.2%

2–4IAK wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBWB · IAK

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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	BIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.35%	−1.0%	+13.9%	+21.2%	+19.6%	+14.5%	−10.5%	$498M
2	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.12%	−3.5%	+6.2%	+17.1%	+35.9%	+7.1%	−16.4%	$6.7B

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

Both

5Y2 funds

#			Trend
1	BIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.35%	−1.0%	+13.9%	+21.2%	+19.6%	+14.5%	−10.5%	$498M
2	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.12%	−3.5%	+6.2%	+17.1%	+35.9%	+7.1%	−16.4%	$6.7B

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

Cards for this view

KBWB vs IAK

KBWB

Invesco KBW Bank

$14,116

IAK

iShares U.S. Insurance

$19,714

MeasureKBWBIAK

Fee0.35%0.37%

Cost on $10k a year$35$37

Yield2.12%2.35%

5 years, per year+7.1%+14.5%

3 years, per year+35.9%+19.6%

Worst drop · 1Y−16.4%−10.5%

Volatility · 1Y20.5%16.2%

4–2measures won
IAK first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: KBWB, IAK

Today

0.0%most shared, KBWB and IAK

KBWBIAK

KBWB—0.0%

IAK0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$198most kept, IAK

IAK$235 − $37 = $198

KBWB$212 − $35 = $177

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee