Compare · 3 funds side by side · dividends reinvested

KBWD, AMDY and VIG

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

02 / 04

KBWD, AMDY 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%$109B1.6

YieldMax AMD Option Income Strategy ETFIncome · Dividend stocks1.00%81.01%+91.2%+63.5%+49.4%[…]−27.0%59.5%$409M1.7

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.61%−10.7%−7.5%+6.3%−1.3%−23.4%17.4%$335M2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: KBWD 2010 · AMDY 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW High Dividend Yield Financial ETF · $335M$9,364

KBWD

AMDY

YieldMax AMD Option Income Strategy ETF · $409M[…]

$10,000 five years ago, dividends reinvested

KBWDMeasureAMDY

−10.7%Year to dateJan 1 → Nov 4+91.2%

−7.5%1 yearTotal return+63.5%

+6.3%3 years · per year$10,000 became $12,018 · $33,356+49.4%

−1.3%5 years · per year$10,000 became $9,364 · […][…]

5.39%Expense ratio$539 · $100 a year on $10k · lower is better1.00%

15.61%Trailing 12-mo yield$1,561 · $8,101 a year on $10k81.01%

−23.4%Worst dropSmaller is better−27.0%

17.4%VolatilityLower is calmer59.5%

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

2–5AMDY wins

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

More Ways to See the Pairs

KBWD vs AMDY: Top 5 Holdings

Today

KBWD

19.7%in top 5

AMDY

in top 5[…]

KBWDStockAMDY

4.2%PMTnot top 5

4.1%IVRnot top 5

3.9%AINVnot top 5

3.8%ARRnot top 5

3.8%ORCnot top 5

Held in common[…]

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

KBWD vs AMDY Returns, Every Period

InvescoKBWD

−7.5%

past year

AMDYYieldMax

+63.5%

past year

KBWDAMDYFaded: behind in that period

0–3AMDY wins

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

KBWD vs AMDY

YTD

InvescoKBWD

−10.7%

AMDYYieldMax

+91.2%

−10.7%Year to date+91.2%

−23.4%Worst drop · 1Y−27.0%

17.4%Volatility · 1Y59.5%

15.6%Yield81.0%

$335MAssets$409M

2–2level

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

Cost, Income and Risk

Fees: KBWD, AMDY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

AMDY1.00%$100

KBWD5.39%$539

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

Yields: KBWD, AMDY, VIG

81.01%highest, AMDY

FundTrailing yieldYield$10k

AMDY81.01%$8,101

KBWD15.61%$1,561

VIG1.44%$144

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

Income After Fees on $10,000

$8,001most kept, AMDY

AMDY$8,101 − $100 = $8,001

KBWD$1,561 − $539 = $1,022

VIG$144 − $4 = $140

KeptFee

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

Overlap: KBWD, AMDY, VIG

Today

0.0%most shared, KBWD and VIG

KBWDAMDYVIG

KBWD—[…]0.0%

AMDY[…]—[…]

VIG0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+63.5%AMDY, at 59.5% volatility

VIGWorst drop−7.9%10.2% vol

KBWDWorst drop−23.4%17.4% vol

AMDYWorst drop−27.0%59.5% vol

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

Paid More vs Made More

YTD

AMDYVIG

+91.2%Year to date+16.4%

81.0%Yield1.4%

+63.5%Past year+18.9%

1.00%Fee0.04%

3–1AMDY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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