KBWP vs VFH

AKBWP

BVFH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,928KBWP · VFH $16,079

Lowest cost0.09%VFH · $9 on $10k

Most income1.71%KBWP · $171 on $10k

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

Held in common9.9%KBWP and VFH

KBWP

VFH

Invesco KBW Property & Casualty Insurance ETF · $305MVanguard Financials ETF · $12.7B

+20.5%3 years · per year$17,484 · $19,620+25.2%

+14.8%5 years · per year$19,928 · $16,079+10.0%

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

1.71%12-mo yield$171 · $164 on $10k1.64%

−12.0%Worst dropSmaller wins−14.7%

18.3%VolatilityLower wins15.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsKBWP · VFH

8.0%PGR1.4%

8.2%CB1.3%

8.1%MRSH1.0%

8.2%TRV0.9%

Held in common9.9%

End-of-day Nov 4, 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%	+2.7%	+14.5%	+26.2%	+20.5%	+14.8%	−12.0%	$305M
2	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.64%	+3.3%	+8.8%	+14.9%	+25.2%	+10.0%	−14.7%	$12.7B

End-of-day Nov 4, 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%	+2.7%	+14.5%	+26.2%	+20.5%	+14.8%	−12.0%	$305M
2	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.64%	+3.3%	+8.8%	+14.9%	+25.2%	+10.0%	−14.7%	$12.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

KBWP vs VFH

KBWP

Invesco KBW Property & Casualty Insurance

$19,928

VFH

Vanguard Financials

$16,079

MeasureKBWPVFH

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield1.71%1.64%

5 years, per year+14.8%+10.0%

3 years, per year+20.5%+25.2%

Worst drop · 1Y−12.0%−14.7%

Volatility · 1Y18.3%15.1%

3–3measures won
level

9.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: KBWP, VFH

Today

9.9%most shared, KBWP and VFH

KBWPVFH

KBWP—9.9%

VFH9.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$155most kept, VFH

VFH$164 − $9 = $155

KBWP$171 − $35 = $136

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee