Compare · 2 funds side by side · dividends reinvested

KBWB and VYM

KBWBInvesco×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,941VYM · best of the two

02 / 04

KBWB and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.1

Invesco KBW Bank ETFSectors · Financials0.35%2.13%+5.7%+16.1%+35.6%+7.2%−16.4%20.5%$6.5B1.9

Rank among the two1st → 2ndFee, 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: KBWB 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.5B$14,125

KBWB

VYM

Vanguard High Dividend Yield ETF · $78.9B$16,941

$10,000 five years ago, dividends reinvested · they hold 12.4% in common

KBWBMeasureVYM

+5.7%Year to dateJan 1 → Nov 6+12.8%

+16.1%1 yearTotal return+16.5%

+35.6%3 years · per year$10,000 became $24,920 · $17,107+19.6%

+7.2%5 years · per year$10,000 became $14,125 · $16,941+11.1%

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

2.13%Trailing 12-mo yield$213 · $231 a year on $10k2.31%

−16.4%Worst dropSmaller is better−6.7%

20.5%VolatilityLower is calmer10.6%

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

1–7VYM wins

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

More Ways to See the Pairs

KBWB vs VYM: Top 5 Holdings

Today

KBWB

38.3%in top 5

VYM

in top 518.2%

KBWBStockVYM

8.5%WFCnot top 5

8.2%JPM3.8%

7.4%MSnot top 5

7.3%GSnot top 5

6.9%BACnot top 5

not top 5AVGO6.9%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common12.4%

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

KBWB vs VYM Returns, Every Period

InvescoKBWB

+7.2%

5 years, per year

VYMVanguard

+11.1%

5 years, per year

KBWBVYMFaded: behind in that period

1–3VYM wins

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

Sector vs Income: KBWB vs VYM

YTD

InvescoKBWB

+5.7%

VYMVanguard

+12.8%

+5.7%Year to date+12.8%

−16.4%Worst drop · 1Y−6.7%

20.5%Volatility · 1Y10.6%

2.1%Yield2.3%

$6.5BAssets$78.9B

4–0VYM wins

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

Cost, Income and Risk

Fees: KBWB, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

KBWB0.35%$35

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

Yields: KBWB, VYM

2.31%highest, VYM

FundTrailing yieldYield$10k

VYM2.31%$231

KBWB2.13%$213

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

KBWB$213 − $35 = $178

KeptFee

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

Overlap: KBWB, VYM

Today

12.4%most shared, KBWB and VYM

KBWBVYM

KBWB—12.4%

VYM12.4%—

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

Return vs Bumpiness: 2 ETFs

+16.5%VYM, at 10.6% volatility

VYMWorst drop−6.7%10.6% vol

KBWBWorst drop−16.4%20.5% vol

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

Paid More vs Made More

YTD

VYMKBWB

+12.8%Year to date+5.7%

2.3%Yield2.1%

+16.5%Past year+16.1%

0.04%Fee0.35%

4–0VYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026