KBWP vs IYF

AKBWP

BIYF

Measures won4–2KBWP wins · of 6 · 5Y

$10,000 · 5Y$19,704KBWP · IYF $16,051

Lowest cost0.35%KBWP · $35 on $10k

Most income1.71%KBWP · $171 on $10k

Smallest drop−12.0%KBWP · worst fall in 1Y

Held in common14.6%KBWP and IYF

KBWP

IYF

Invesco KBW Property & Casualty Insurance ETF · $305MiShares U.S. Financials ETF · $3.9B

+19.8%3 years · per year$17,199 · $19,126+24.1%

+14.5%5 years · per year$19,704 · $16,050+9.9%

0.35%Expense ratio$35 · $37 on $10k · lower wins0.37%

1.71%12-mo yield$171 · $147 on $10k1.47%

−12.0%Worst dropSmaller wins−13.9%

18.2%VolatilityLower wins15.1%

4–2KBWP wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBWP · IYF

7.9%PGR2.1%

8.1%CB2.0%

8.2%MRSH1.5%

8.2%TRV1.3%

Held in common14.6%

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

Both

5Y2 funds

#			Trend
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%	$305M
2	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−2.8%	+4.2%	+9.9%	+24.1%	+9.9%	−13.9%	$3.9B

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

Both

5Y2 funds

#			Trend
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%	$305M
2	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−2.8%	+4.2%	+9.9%	+24.1%	+9.9%	−13.9%	$3.9B

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 IYF

KBWP

Invesco KBW Property & Casualty Insurance

$19,704

IYF

iShares U.S. Financials

$16,050

MeasureKBWPIYF

Fee0.35%0.37%

Cost on $10k a year$35$37

Yield1.71%1.47%

5 years, per year+14.5%+9.9%

3 years, per year+19.8%+24.1%

Worst drop · 1Y−12.0%−13.9%

Volatility · 1Y18.2%15.1%

4–2measures won
KBWP first

14.6%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: KBWP, IYF

Today

14.6%most shared, KBWP and IYF

KBWPIYF

KBWP—14.6%

IYF14.6%—

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

IYF$147 − $37 = $110

KeptFee

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