KBWB vs VTI

AKBWB

BVTI

Measures won2–4VTI wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VTI $16,697

Lowest cost0.03%VTI · $3 on $10k

Most income2.08%KBWB · $208 on $10k

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

Held in common4.0%KBWB and VTI

KBWB

VTI

Invesco KBW Bank ETF · $6.5BVanguard Morningstar Total Stock Market ETF · $689B

+34.7%3 years · per year$24,427 · $18,090+21.8%

+7.4%5 years · per year$14,313 · $16,697+10.8%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

2.08%12-mo yield$208 · $106 on $10k1.06%

−16.4%Worst dropSmaller wins−8.9%

20.6%VolatilityLower wins13.9%

2–4VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWB · VTI

8.2%JPM1.2%

6.9%BAC0.5%

7.3%GS0.3%

8.4%WFC0.3%

Held in common4.0%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
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 VTI

KBWB

Invesco KBW Bank

$14,313

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureKBWBVTI

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield2.08%1.06%

5 years, per year+7.4%+10.8%

3 years, per year+34.7%+21.8%

Worst drop · 1Y−16.4%−8.9%

Volatility · 1Y20.6%13.9%

4–2measures won
VTI first

4.0%

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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

Overlap: KBWB, VTI, IVV

Today

86.0%most shared, VTI and IVV

KBWBVTIIVV

KBWB—4.0%4.5%

VTI4.0%—86.0%

IVV4.5%86.0%—

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

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

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