KBWB vs IYF

AKBWB

BIYF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,929IYF · KBWB $14,091

Lowest cost0.35%KBWB · $35 on $10k

Most income2.10%KBWB · $210 on $10k

Smallest drop−13.9%IYF · worst fall in 1Y

Held in common36.0%KBWB and IYF

KBWB

IYF

Invesco KBW Bank ETF · $6.8BiShares U.S. Financials ETF · $3.8B

+37.8%3 years · per year$26,186 · $19,552+25.0%

+7.1%5 years · per year$14,091 · $15,929+9.8%

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

2.10%12-mo yield$210 · $147 on $10k1.47%

−16.4%Worst dropSmaller wins−13.9%

20.0%VolatilityLower wins14.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsKBWB · IYF

8.1%JPM11.0%

8.4%WFC3.7%

6.8%BAC3.7%

7.4%GS3.6%

Held in common36.0%

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	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B
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	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B
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 IYF

KBWB

Invesco KBW Bank

$14,091

IYF

iShares U.S. Financials

$15,929

MeasureKBWBIYF

Fee0.35%0.37%

Cost on $10k a year$35$37

Yield2.10%1.47%

5 years, per year+7.1%+9.8%

3 years, per year+37.8%+25.0%

Worst drop · 1Y−16.4%−13.9%

Volatility · 1Y20.0%14.5%

3–3measures won
level

36.0%

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, IYF

Today

36.0%most shared, KBWB and IYF

KBWBIYF

KBWB—36.0%

IYF36.0%—

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

Income After Fees on $10,000

$175most kept, KBWB

KBWB$210 − $35 = $175

IYF$147 − $37 = $110

KeptFee

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