KBWB vs SPYM

AKBWB

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · KBWB $14,817

Lowest cost0.02%SPYM · $2 on $10k

Most income2.05%KBWB · $205 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common4.5%KBWB and SPYM

KBWB

SPYM

Invesco KBW Bank ETF · $6.7BState Street SPDR Portfolio S&P 500 ETF · $182B

+38.0%3 years · per year$26,300 · $19,186+24.3%

+8.2%5 years · per year$14,817 · $18,126+12.6%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

2.05%12-mo yield$205 · $101 on $10k1.01%

−16.4%Worst dropSmaller wins−8.9%

20.2%VolatilityLower wins12.8%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBWB · SPYM

8.1%JPM1.4%

6.8%BAC0.5%

7.4%GS0.4%

8.4%WFC0.4%

Held in common4.5%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.7B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.7B

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 SPYM

KBWB

Invesco KBW Bank

$14,817

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureKBWBSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield2.05%1.01%

5 years, per year+8.2%+12.6%

3 years, per year+38.0%+24.3%

Worst drop · 1Y−16.4%−8.9%

Volatility · 1Y20.2%12.8%

4–2measures won
SPYM first

4.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: KBWB, SPYM

Today

4.5%most shared, KBWB and SPYM

KBWBSPYM

KBWB—4.5%

SPYM4.5%—

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

SPYM$101 − $2 = $99

KeptFee

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