KBWP vs IVV

AKBWP

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$19,704KBWP · VOO $17,156

Lowest cost0.03%IVV · $3 on $10k

Most income1.71%KBWP · $171 on $10k

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

Held in common1.4%KBWP and IVV

KBWP

IVV

Invesco KBW Property & Casualty Insurance ETF · $313MiShares Core S&P 500 ETF · $850B

+19.8%3 years · per year$17,199 · $18,221+22.1%

+14.5%5 years · per year$19,704 · $17,151+11.4%

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

1.71%12-mo yield$171 · $114 on $10k1.14%

−12.0%Worst dropSmaller wins−8.9%

18.2%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWP · IVV

7.9%PGR0.2%

8.1%CB0.2%

8.2%MRSH0.2%

8.2%TRV0.1%

Held in common1.4%

End-of-day Nov 5, 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	AKBWP	Invesco KBW Property & Casualty Insurance ETFRead Desk	0.35%	1.71%	−0.5%	+14.0%	+22.6%	+19.8%	+14.5%	−12.0%	$313M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

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

All Three

5Y3 funds

#
1	AKBWP	Invesco KBW Property & Casualty Insurance ETFRead Desk	0.35%	1.71%	−0.5%	+14.0%	+22.6%	+19.8%	+14.5%	−12.0%	$313M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

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

Cards for this view

KBWP vs IVV

KBWP

Invesco KBW Property & Casualty Insurance

$19,704

IVV

iShares Core S&P 500

$17,152

MeasureKBWPIVV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield1.71%1.14%

5 years, per year+14.5%+11.4%

3 years, per year+19.8%+22.1%

Worst drop · 1Y−12.0%−8.9%

Volatility · 1Y18.2%13.6%

4–2measures won
IVV first

1.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: KBWP, IVV, VOO

Today

93.5%most shared, IVV and VOO

KBWPIVVVOO

KBWP—1.4%1.2%

IVV1.4%—93.5%

VOO1.2%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, KBWP

KBWP$171 − $35 = $136

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee