IYG vs KBWB: holdings overlap, shared companies and scores
As of October 28, 2026, IYG and KBWB overlap 37.3% by weight. iShares U.S. Financial Services ETF (IYG): U.S. financial services stocks. Invesco KBW Bank ETF (KBWB): U.S. banking stocks.
Updated October 28, 2026
Where IYG and KBWB trade against their own history
IYG trades at 17.0 times earnings, against its own median of 16.0, and is more expensive than 62% 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 IYG and KBWB each hold?
64% of IYG is its ten largest holdings.
59% of KBWB is its ten largest holdings.
How much do IYG and KBWB overlap? 37.3% by weight
As of October 28, 2026, IYG and KBWB overlap 37.3% by weight.
42% of IYG is already inside KBWB.
100% of KBWB is already inside IYG.
IYG holds 100 companies and KBWB holds 24; 24 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 IYG and KBWB? 5.3 and 4.5 out of 10
As of October 28, 2026, ETF Copilot scores IYG 5.3 out of 10 and KBWB 4.5 out of 10.
They differ most on Quality: IYG 6.1 and KBWB 2.1.
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 | IYG | KBWB |
|---|---|---|
| Growth | 4.8 | 5.5 |
| Value | 4.7 | 6.1 |
| Risk | 4.0 | 1.3 |
| Quality | 6.1 | 2.1 |
| Return | 6.7 | 6.3 |
KBWB is the cheaper of the two at 0.35% a year
As of October 28, 2026, IYG charges 0.37% a year, yields 1.10% and holds $2.2B in assets across 100 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 | IYG | KBWB |
|---|---|---|
| Expense ratio | 0.37% | 0.35% |
| Dividend yield | 1.10% | 2.09% |
| Assets under management | $2.2B | $6.7B |
| Holdings | 100 | 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, “IYG vs KBWB holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iyg-vs-kbwb
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