IYF vs KBWB: holdings overlap, shared companies and scores
As of October 28, 2026, IYF and KBWB overlap 36.3% by weight. iShares U.S. Financials ETF (IYF): U.S. financial sector stocks. Invesco KBW Bank ETF (KBWB): U.S. banking stocks.
Updated October 28, 2026
Where IYF and KBWB trade against their own history
IYF trades at 14.6 times earnings, against its own median of 15.9, and is cheaper than 69% of its own last 9 years.
KBWB trades at 12.9 times earnings, against its own median of 12.5, and is more expensive than 55% of its own last 9 years.
What moved KBWB this week
KBWB rose 1.2% in the week to October 28, 2026. The holdings that moved it most were Goldman Sachs (+2.3%), Morgan Stanley (+1.7%) and Wells Fargo (+1.5%); Capital ONE Financial (−0.9%) pushed the other way.
What do IYF and KBWB each hold?
What's inside IYF: Tech 1%.
48% of IYF is its ten largest holdings.
59% of KBWB is its ten largest holdings.
How much do IYF and KBWB overlap? 36.3% by weight
As of October 28, 2026, IYF and KBWB overlap 36.3% by weight.
39% of IYF is already inside KBWB.
96% of KBWB is already inside IYF.
IYF holds 146 companies and KBWB holds 24; 23 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IYF and KBWB? 5.3 and 4.5 out of 10
As of October 28, 2026, ETF Copilot scores IYF 5.3 out of 10 and KBWB 4.5 out of 10.
They differ most on Risk: IYF 5.1 and KBWB 1.3.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IYF | KBWB |
|---|---|---|
| Growth | 3.7 | 5.5 |
| Value | 7.6 | 6.1 |
| Risk | 5.1 | 1.3 |
| Quality | 3.6 | 2.1 |
| Return | 6.5 | 6.3 |
KBWB is the cheaper of the two at 0.35% a year
As of October 28, 2026, IYF charges 0.37% a year, yields 1.50% and holds $3.7B in assets across 146 positions.
As of October 28, 2026, KBWB charges 0.35% a year, yields 2.09% and holds $6.7B in assets across 24 positions.
| Measure | IYF | KBWB |
|---|---|---|
| Expense ratio | 0.37% | 0.35% |
| Dividend yield | 1.50% | 2.09% |
| Assets under management | $3.7B | $6.7B |
| Holdings | 146 | 24 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “IYF vs KBWB holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iyf-vs-kbwb
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