Compare · 3 funds side by side · dividends reinvested

IVV, KBWD and VTI

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,398IVV · best of the three

Story of the three · IncomeMost incomeKBWD · 16.49% · $1,649 a year on $10k

Story of the three · RiskSmallest drop

IVV, KBWD and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$883B1.4

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+12.1%+12.2%+21.4%+10.6%−8.9%13.9%$689B1.8

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%16.49%−15.5%−13.7%+1.5%−2.6%−23.4%17.7%$329M2.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: IVV 2000 · KBWD 2010 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $883B$17,398

IVV

KBWD

Invesco KBW High Dividend Yield Financial ETF · $329M$8,746

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

IVVMeasure

More Ways to See the Pairs

IVV vs KBWD: Top 5 Holdings

Today

IVV

26.8%in top 5

KBWD

in top 519.6%

IVVStockKBWD

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFTnot top 5

not top 5IVR4.0%

4.0%AMZNnot top 5

Cost, Income and Risk

Fees: IVV, KBWD, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

KBWD5.39%$539

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IVV, KBWD, VTI

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

VTI vs ITOT

YTD

VanguardVTI

+12.1%

ITOTiShares

+11.9%

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

KBWD

+12.0%Year to dateJan 1 → Nov 12−15.5%

+12.2%1 yearTotal return−13.7%

+21.7%3 years · per year$10,000 became $18,019 · $10,467+1.5%

+11.7%5 years · per year$10,000 became $17,398 · $8,746−2.6%

0.03%Expense ratio$3 · $539 a year on $10k · lower is better5.39%

1.10%Trailing 12-mo yield$110 · $1,649 a year on $10k16.49%

−8.9%Worst dropSmaller is better−23.4%

13.7%VolatilityLower is calmer17.7%

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

7–1IVV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PMT3.9%

not top 5FSK3.9%

not top 5AINV3.9%

not top 5ARR3.8%

2.6%GOOGLnot top 5

Held in common0.1%

End-of-day Nov 12, 2026 · share of each fund

IVV vs KBWD Returns, Every Period

5Y

iSharesIVV

+11.7%

5 years, per year

KBWDInvesco

−2.6%

5 years, per year

IVVKBWDFaded: behind in that period

4–0IVV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs KBWD

YTD

iSharesIVV

+12.0%

KBWDInvesco

−15.5%

+12.0%Year to date−15.5%

−8.9%Worst drop · 1Y−23.4%

13.7%Volatility · 1Y17.7%

1.1%Yield16.5%

$883BAssets$329M

3–1IVV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

16.49%highest, KBWD

FundTrailing yieldYield$10k

KBWD16.49%$1,649

IVV1.10%$110

VTI1.06%$106

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

Income After Fees on $10,000

1Y

$1,110most kept, KBWD

KBWD$1,649 − $539 = $1,110

IVV$110 − $3 = $107

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IVV, KBWD, VTI

Today

86.3%most shared, IVV and VTI

IVVKBWDVTI

IVV—0.1%86.3%

KBWD0.1%—0.1%

VTI86.3%0.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.2%VTI, at 13.9% volatility

IVVWorst drop−8.9%13.7% vol

VTIWorst drop−8.9%13.9% vol

KBWDWorst drop−23.4%17.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDVTI

−15.5%Year to date+12.1%

16.5%Yield1.1%

−13.7%Past year+12.2%

5.39%Fee0.03%

3–1VTI wins

End-of-day Nov 12, 2026

+12.1%Year to date+11.9%

1.1%Yield1.0%

$689BAssets$96.5B

2–0VTI wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$883B

1–0IVV wins

End-of-day Nov 12, 2026

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IVV, KBWD and VTI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three