KBWB vs IXG

AKBWB

BIXG

Measures won2–4IXG wins · of 6 · 5Y

$10,000 · 5Y$17,881IXG · KBWB $14,091

Lowest cost0.35%KBWB · $35 on $10k

Most income2.18%IXG · $218 on $10k

Smallest drop−11.3%IXG · worst fall in 1Y

Held in common18.7%KBWB and IXG

KBWB

IXG

Invesco KBW Bank ETF · $6.8BiShares Global Financials ETF · $702M

+37.8%3 years · per year$26,186 · $20,958+28.0%

+7.1%5 years · per year$14,091 · $17,881+12.3%

0.35%Expense ratio$35 · $38 on $10k · lower wins0.38%

2.10%12-mo yield$210 · $218 on $10k2.18%

−16.4%Worst dropSmaller wins−11.3%

20.0%VolatilityLower wins14.4%

2–4IXG wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBWB · IXG

8.1%JPM5.8%

6.8%BAC2.1%

7.4%GS1.7%

8.4%WFC1.6%

Held in common18.7%

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	BIXG	iShares Global Financials ETFRead Desk		0.38%	2.18%	−0.8%	+9.1%	+16.3%	+28.0%	+12.3%	−11.3%	$702M
2	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.10%	−0.5%	+7.5%	+18.3%	+37.8%	+7.1%	−16.4%	$6.8B

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	BIXG	iShares Global Financials ETFRead Desk		0.38%	2.18%	−0.8%	+9.1%	+16.3%	+28.0%	+12.3%	−11.3%	$702M
2	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.10%	−0.5%	+7.5%	+18.3%	+37.8%	+7.1%	−16.4%	$6.8B

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

KBWB vs IXG

KBWB

Invesco KBW Bank

$14,091

IXG

iShares Global Financials

$17,881

MeasureKBWBIXG

Fee0.35%0.38%

Cost on $10k a year$35$38

Yield2.10%2.18%

5 years, per year+7.1%+12.3%

3 years, per year+37.8%+28.0%

Worst drop · 1Y−16.4%−11.3%

Volatility · 1Y20.0%14.4%

4–2measures won
IXG first

18.7%

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: KBWB, IXG

Today

18.7%most shared, KBWB and IXG

KBWBIXG

KBWB—18.7%

IXG18.7%—

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

Income After Fees on $10,000

$180most kept, IXG

IXG$218 − $38 = $180

KBWB$210 − $35 = $175

KeptFee

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