KBWP vs XLF

AKBWP

BXLF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,704KBWP · XLF $15,503

Lowest cost0.08%XLF · $8 on $10k

Most income1.71%KBWP · $171 on $10k

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

Held in common11.0%KBWP and XLF

KBWP

XLF

Invesco KBW Property & Casualty Insurance ETF · $313MState Street Financial Select Sector SPDR ETF · $55.5B

+19.8%3 years · per year$17,199 · $18,620+23.0%

+14.5%5 years · per year$19,704 · $15,503+9.2%

0.35%Expense ratio$35 · $8 on $10k · lower wins0.08%

1.71%12-mo yield$171 · $144 on $10k1.44%

−12.0%Worst dropSmaller wins−14.8%

18.2%VolatilityLower wins15.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsKBWP · XLF

7.9%PGR1.6%

8.1%CB1.6%

8.2%MRSH1.2%

8.2%TRV1.0%

Held in common11.0%

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%	$313M
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B

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%	$313M
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B

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 XLF

KBWP

Invesco KBW Property & Casualty Insurance

$19,704

XLF

Financial Select Sector SPDR

$15,503

MeasureKBWPXLF

Fee0.35%0.08%

Cost on $10k a year$35$8

Yield1.71%1.44%

5 years, per year+14.5%+9.2%

3 years, per year+19.8%+23.0%

Worst drop · 1Y−12.0%−14.8%

Volatility · 1Y18.2%15.3%

3–3measures won
level

11.0%

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%

$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

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

Overlap: KBWP, XLF

Today

11.0%most shared, KBWP and XLF

KBWPXLF

KBWP—11.0%

XLF11.0%—

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

XLF$144 − $8 = $136

KeptFee

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