KBWB vs PFXF

AKBWB

BPFXF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,817KBWB · PFXF $10,941

Lowest cost0.35%KBWB · $35 on $10k

Most income6.40%PFXF · $640 on $10k

Smallest drop−11.1%PFXF · worst fall in 1Y

Held in common0.0%KBWB and PFXF

KBWB

PFXF

Invesco KBW Bank ETF · $6.7BVanEck Preferred Securities ex Financials ETF · $2.2B

+38.0%3 years · per year$26,300 · $13,212+9.7%

+8.2%5 years · per year$14,817 · $10,941+1.8%

0.35%Expense ratio$35 · $40 on $10k · lower wins0.40%

2.05%12-mo yield$205 · $640 on $10k6.40%

−16.4%Worst dropSmaller wins−11.1%

20.2%VolatilityLower wins11.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsKBWB · PFXF

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

Held in common0.0%

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	BPFXF	VanEck Preferred Securities ex Financials ETFRead Desk		0.40%	6.40%	+1.2%	−0.8%	+0.8%	+9.7%	+1.8%	−11.1%	$2.2B

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	BPFXF	VanEck Preferred Securities ex Financials ETFRead Desk		0.40%	6.40%	+1.2%	−0.8%	+0.8%	+9.7%	+1.8%	−11.1%	$2.2B

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 PFXF

KBWB

Invesco KBW Bank

$14,817

PFXF

VanEck Preferred Securities ex Financials

$10,941

MeasureKBWBPFXF

Fee0.35%0.40%

Cost on $10k a year$35$40

Yield2.05%6.40%

5 years, per year+8.2%+1.8%

3 years, per year+38.0%+9.7%

Worst drop · 1Y−16.4%−11.1%

Volatility · 1Y20.2%11.1%

3–3measures won
level

0.0%

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, PFXF

Today

0.0%most shared, KBWB and PFXF

KBWBPFXF

KBWB—0.0%

PFXF0.0%—

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

Income After Fees on $10,000

$600most kept, PFXF

PFXF$640 − $40 = $600

KBWB$205 − $35 = $170

KeptFee

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