Compare · 2 funds side by side · dividends reinvested

KBWB and VIG

KBWBInvesco×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

KBWB and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.4

Invesco KBW Bank ETFSectors · Financials0.35%2.05%+10.1%+21.2%+38.0%+8.2%−16.4%20.2%$6.8B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: KBWB 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.8B$14,817

KBWB

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 8.8% in common

KBWBMeasureVIG

+10.1%Year to dateJan 1 → Nov 4+16.4%

+21.2%1 yearTotal return+18.9%

+38.0%3 years · per year$10,000 became $26,300 · $17,533+20.6%

+8.2%5 years · per year$10,000 became $14,817 · $17,005+11.2%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

2.05%Trailing 12-mo yield$205 · $144 a year on $10k1.44%

−16.4%Worst dropSmaller is better−7.9%

20.2%VolatilityLower is calmer10.2%

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

3–5VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KBWB vs VIG: Top 5 Holdings

Today

KBWB

38.3%in top 5

VIG

in top 522.1%

KBWBStockVIG

8.4%WFCnot top 5

8.1%JPM3.9%

7.4%GSnot top 5

7.4%MSnot top 5

6.8%BACnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

Held in common8.8%

End-of-day Nov 4, 2026 · share of each fund

KBWB vs VIG Returns, Every Period

InvescoKBWB

+8.2%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

KBWBVIGFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: KBWB vs VIG

YTD

InvescoKBWB

+10.1%

VIGVanguard

+16.4%

+10.1%Year to date+16.4%

−16.4%Worst drop · 1Y−7.9%

20.2%Volatility · 1Y10.2%

2.0%Yield1.4%

$6.8BAssets$109B

3–1VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWB, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

KBWB0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: KBWB, VIG

2.05%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.05%$205

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$170most kept, KBWB

KBWB$205 − $35 = $170

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: KBWB, VIG

Today

8.8%most shared, KBWB and VIG

KBWBVIG

KBWB—8.8%

VIG8.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.2%KBWB, at 20.2% volatility

VIGWorst drop−7.9%10.2% vol

KBWBWorst drop−16.4%20.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

KBWBVIG

+10.1%Year to date+16.4%

2.0%Yield1.4%

+21.2%Past year+18.9%

0.35%Fee0.04%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026