Compare · 3 funds side by side · dividends reinvested

KBWD, BND and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

KBWD, BND and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.6

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.86%−12.1%−9.0%+5.1%−1.8%−23.4%17.5%$331M2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: KBWD 2010 · BND 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW High Dividend Yield Financial ETF · $331M$9,147

KBWD

BND

Vanguard Total Bond Market ETF · $161B$9,983

$10,000 five years ago, dividends reinvested

KBWDMeasureBND

−12.1%Year to dateJan 1 → Nov 5+0.1%

−9.0%1 yearTotal return+0.4%

+5.1%3 years · per year$10,000 became $11,600 · $11,761+5.6%

−1.8%5 years · per year$10,000 became $9,148 · $9,983−0.0%

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

15.86%Trailing 12-mo yield$1,586 · $412 a year on $10k4.12%

−23.4%Worst dropSmaller is better−4.5%

17.5%VolatilityLower is calmer4.0%

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

1–7BND wins

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

More Ways to See the Pairs

KBWD vs BND: Top 5 Holdings

Today

KBWD

19.7%in top 5

BND

in top 5[…]

KBWDStockBND

4.2%PMTnot top 5

4.1%IVRnot top 5

3.8%ARRnot top 5

3.8%ORCnot top 5

3.8%AINVnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

KBWD vs BND Returns, Every Period

InvescoKBWD

−1.8%

5 years, per year

BNDVanguard

−0.0%

5 years, per year

KBWDBNDFaded: behind in that period

0–4BND wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Bonds: KBWD vs BND

YTD

InvescoKBWD

−12.1%

BNDVanguard

+0.1%

−12.1%Year to date+0.1%

−23.4%Worst drop · 1Y−4.5%

17.5%Volatility · 1Y4.0%

15.9%Yield4.1%

$331MAssets$161B

3–1BND wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWD, BND, SCHD

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

KBWD5.39%$539

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: KBWD, BND, SCHD

15.86%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.86%$1,586

BND4.12%$412

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,047most kept, KBWD

KBWD$1,586 − $539 = $1,047

BND$412 − $3 = $409

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: KBWD, BND, SCHD

Today

0.1%most shared, KBWD and SCHD

KBWDBNDSCHD

KBWD—[…]0.1%

BND[…]—[…]

SCHD0.1%[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

BNDWorst drop−4.5%4.0% vol

SCHDWorst drop−6.9%11.7% vol

KBWDWorst drop−23.4%17.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDSCHD

−12.1%Year to date+32.3%

15.9%Yield3.0%

−9.0%Past year+38.7%

5.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026