Compare · 3 funds side by side · dividends reinvested

IVV, KBWD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

IVV, KBWD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.6

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.99%−12.9%−10.1%+4.1%−1.9%−23.4%17.5%$342M2.8

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: IVV 2000 · KBWD 2010 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

KBWD

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

KBWDMeasureVOO

−12.9%Year to dateJan 1 → Nov 6+8.7%

−10.1%1 yearTotal return+9.8%

+4.1%3 years · per year$10,000 became $11,283 · $18,079+21.8%

−1.9%5 years · per year$10,000 became $9,094 · $17,177+11.4%

5.39%Expense ratio$539 · $3 a year on $10k · lower is better0.03%

15.99%Trailing 12-mo yield$1,599 · $110 a year on $10k1.10%

−23.4%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer13.5%

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

1–7VOO wins

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

More Ways to See the Pairs

KBWD vs VOO: Top 5 Holdings

Today

KBWD

20.0%in top 5

VOO

in top 528.3%

KBWDStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

4.3%PMTnot top 5

4.1%IVRnot top 5

3.9%ORCnot top 5

3.9%ARRnot top 5

3.8%AINVnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.1%

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

KBWD vs VOO Returns, Every Period

InvescoKBWD

−1.9%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

KBWDVOOFaded: behind in that period

0–4VOO wins

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

Income vs Core: KBWD vs IVV

YTD

InvescoKBWD

−12.9%

IVViShares

+8.7%

−12.9%Year to date+8.7%

−23.4%Worst drop · 1Y−8.9%

17.5%Volatility · 1Y13.6%

16.0%Yield1.1%

$342MAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, KBWD, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

KBWD5.39%$539

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

Yields: IVV, KBWD, VOO

15.99%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.99%$1,599

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$1,060most kept, KBWD

KBWD$1,599 − $539 = $1,060

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: IVV, KBWD, VOO

Today

92.2%most shared, IVV and VOO

IVVKBWDVOO

IVV—0.1%92.2%

KBWD0.1%—0.1%

VOO92.2%0.1%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

KBWDWorst drop−23.4%17.5% vol

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

Paid More vs Made More

YTD

KBWDIVV

−12.9%Year to date+8.7%

16.0%Yield1.1%

−10.1%Past year+9.8%

5.39%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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