Compare · 3 funds side by side · dividends reinvested

DVDN, KBWD and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

DVDN, KBWD and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.99%−12.9%−10.1%+4.1%−1.9%−23.4%17.5%$342M2.1

Kingsbarn Dividend Opportunity ETFIncome · Dividend stocks0.90%16.27%−27.5%−28.8%[…][…]−33.3%19.3%$3M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DVDN 2023 · KBWD 2010 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Kingsbarn Dividend Opportunity ETF · $3M[…]

DVDN

KBWD

Invesco KBW High Dividend Yield Financial ETF · $342M$9,094

$10,000 five years ago, dividends reinvested · they hold 26.0% in common

DVDNMeasureKBWD

−27.5%Year to dateJan 1 → Nov 6−12.9%

−28.8%1 yearTotal return−10.1%

[…]3 years · per year$10,000 became […] · $11,283+4.1%

[…]5 years · per year$10,000 became […] · $9,094−1.9%

0.90%Expense ratio$90 · $539 a year on $10k · lower is better5.39%

16.27%Trailing 12-mo yield$1,627 · $1,599 a year on $10k15.99%

−33.3%Worst dropSmaller is better−23.4%

19.3%VolatilityLower is calmer17.5%

DVDNKBWD Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4KBWD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DVDN vs KBWD: Top 5 Holdings

Today

DVDN

34.6%in top 5

KBWD

in top 520.0%

DVDNStockKBWD

7.2%ORC3.9%

7.1%IVR4.1%

7.0%DXnot top 5

6.9%ARR3.9%

6.3%EARNnot top 5

not top 5PMT4.3%

not top 5AINV3.8%

Held in common26.0%

End-of-day Nov 6, 2026 · share of each fund

DVDN vs KBWD Returns, Every Period

KingsbarnDVDN

−28.8%

past year

KBWDInvesco

−10.1%

past year

DVDNKBWDFaded: behind in that period

0–2KBWD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DVDN vs KBWD

YTD

KingsbarnDVDN

−27.5%

KBWDInvesco

−12.9%

−27.5%Year to date−12.9%

−33.3%Worst drop · 1Y−23.4%

19.3%Volatility · 1Y17.5%

16.3%Yield16.0%

$2.8MAssets$342M

3–1KBWD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DVDN, KBWD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DVDN0.90%$90

KBWD5.39%$539

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DVDN, KBWD, SCHD

16.27%highest, DVDN

FundTrailing yieldYield$10k

DVDN16.27%$1,627

KBWD15.99%$1,599

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,537most kept, DVDN

DVDN$1,627 − $90 = $1,537

KBWD$1,599 − $539 = $1,060

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DVDN, KBWD, SCHD

Today

26.0%most shared, DVDN and KBWD

DVDNKBWDSCHD

DVDN—26.0%0.0%

KBWD26.0%—0.1%

SCHD0.0%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

KBWDWorst drop−23.4%17.5% vol

DVDNWorst drop−33.3%19.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DVDNSCHD

−27.5%Year to date+31.4%

16.3%Yield3.0%

−28.8%Past year+37.0%

0.90%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026