KBWP vs VOO

AKBWP

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$19,928KBWP · IVV $18,118

Lowest cost0.03%VOO · $3 on $10k

Most income1.71%KBWP · $171 on $10k

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

Held in common1.2%KBWP and VOO

KBWP

VOO

Invesco KBW Property & Casualty Insurance ETF · $305MVanguard S&P 500 ETF · $1.00T

+20.5%3 years · per year$17,484 · $19,172+24.2%

+14.8%5 years · per year$19,928 · $18,115+12.6%

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

1.71%12-mo yield$171 · $105 on $10k1.05%

−12.0%Worst dropSmaller wins−8.9%

18.3%VolatilityLower wins12.8%

2–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWP · VOO

8.0%PGR0.2%

8.2%CB0.2%

8.1%MRSH0.1%

8.2%TRV0.1%

Held in common1.2%

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

All Three

5Y3 funds

#
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T

End-of-day Nov 4, 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%	+2.7%	+14.5%	+26.2%	+20.5%	+14.8%	−12.0%	$305M
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T

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 VOO

KBWP

Invesco KBW Property & Casualty Insurance

$19,928

VOO

Vanguard S&P 500

$18,115

MeasureKBWPVOO

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield1.71%1.05%

5 years, per year+14.8%+12.6%

3 years, per year+20.5%+24.2%

Worst drop · 1Y−12.0%−8.9%

Volatility · 1Y18.3%12.8%

4–2measures won
VOO first

1.2%

holdings shared

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

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

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

Overlap: KBWP, VOO, IVV

Today

94.5%most shared, VOO and IVV

KBWPVOOIVV

KBWP—1.2%1.4%

VOO1.2%—94.5%

IVV1.4%94.5%—

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

Income After Fees on $10,000

$136most kept, KBWP

KBWP$171 − $35 = $136

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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