KBWB vs SPYM

AKBWB

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · VOO $17,543

Lowest cost0.02%SPYM · $2 on $10k

Most income2.08%KBWB · $208 on $10k

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

Held in common4.5%KBWB and SPYM

KBWB

SPYM

Invesco KBW Bank ETF · $6.5BState Street SPDR Portfolio S&P 500 ETF · $179B

+34.7%3 years · per year$24,427 · $18,161+22.0%

+7.4%5 years · per year$14,313 · $17,553+11.9%

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

2.08%12-mo yield$208 · $103 on $10k1.03%

−16.4%Worst dropSmaller wins−8.9%

20.6%VolatilityLower wins13.7%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWB · SPYM

8.2%JPM1.4%

6.9%BAC0.5%

8.4%WFC0.4%

7.3%GS0.4%

Held in common4.5%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.08%	+2.5%	+8.3%	+19.1%	+34.7%	+7.4%	−16.4%	$6.5B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.08%	+2.5%	+8.3%	+19.1%	+34.7%	+7.4%	−16.4%	$6.5B

End-of-day Nov 9, 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

$14,313

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureKBWBSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield2.08%1.03%

5 years, per year+7.4%+11.9%

3 years, per year+34.7%+22.0%

Worst drop · 1Y−16.4%−8.9%

Volatility · 1Y20.6%13.7%

4–2measures won
SPYM first

4.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: KBWB, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

KBWBSPYMVOO

KBWB—4.5%4.3%

SPYM4.5%—92.7%

VOO4.3%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$173most kept, KBWB

KBWB$208 − $35 = $173

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee