KBWP vs SPY

AKBWP

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$19,450KBWP · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.75%KBWP · $175 on $10k

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

Held in common1.4%KBWP and SPY

KBWP

SPY

Invesco KBW Property & Casualty Insurance ETF · $313MState Street SPDR S&P 500 ETF · $819B

+17.9%3 years · per year$16,386 · $18,039+21.7%

+14.2%5 years · per year$19,450 · $17,118+11.3%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

1.75%12-mo yield$175 · $103 on $10k1.03%

−12.0%Worst dropSmaller wins−8.9%

18.3%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWP · SPY

7.9%PGR0.2%

8.1%CB0.2%

8.2%MRSH0.2%

8.2%TRV0.1%

Held in common1.4%

End-of-day Nov 6, 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%	1.75%	−2.3%	+11.4%	+19.7%	+17.9%	+14.2%	−12.0%	$313M
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 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%	1.75%	−2.3%	+11.4%	+19.7%	+17.9%	+14.2%	−12.0%	$313M
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

KBWP vs SPY

KBWP

Invesco KBW Property & Casualty Insurance

$19,450

SPY

SPDR S&P 500

$17,118

MeasureKBWPSPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield1.75%1.03%

5 years, per year+14.2%+11.3%

3 years, per year+17.9%+21.7%

Worst drop · 1Y−12.0%−8.9%

Volatility · 1Y18.3%13.6%

4–2measures won
SPY first

1.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: KBWP, SPY, IVV

Today

99.9%most shared, SPY and IVV

KBWPSPYIVV

KBWP—1.4%1.4%

SPY1.4%—99.9%

IVV1.4%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, KBWP

KBWP$175 − $35 = $140

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee