Compare · 3 funds side by side · dividends reinvested

KBWD, BND and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

KBWD, BND and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.6

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.99%−12.9%−10.1%+4.1%−1.9%−23.4%17.5%$342M2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: KBWD 2010 · BND 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW High Dividend Yield Financial ETF · $342M$9,094

KBWD

BND

Vanguard Total Bond Market ETF · $161B$9,974

$10,000 five years ago, dividends reinvested

KBWDMeasureBND

−12.9%Year to dateJan 1 → Nov 6−0.0%

−10.1%1 yearTotal return+0.6%

+4.1%3 years · per year$10,000 became $11,283 · $11,637+5.2%

−1.9%5 years · per year$10,000 became $9,094 · $9,974−0.1%

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

15.99%Trailing 12-mo yield$1,599 · $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 6, 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

20.0%in top 5

BND

in top 5[…]

KBWDStockBND

4.3%PMTnot top 5

4.1%IVRnot top 5

3.9%ORCnot top 5

3.9%ARRnot top 5

3.8%AINVnot top 5

Held in common[…]

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

KBWD vs BND Returns, Every Period

InvescoKBWD

−1.9%

5 years, per year

BNDVanguard

−0.1%

5 years, per year

KBWDBNDFaded: behind in that period

0–4BND wins

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

Income vs Bonds: KBWD vs BND

YTD

InvescoKBWD

−12.9%

BNDVanguard

−0.0%

−12.9%Year to date−0.0%

−23.4%Worst drop · 1Y−4.5%

17.5%Volatility · 1Y4.0%

16.0%Yield4.1%

$342MAssets$161B

3–1BND wins

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

Cost, Income and Risk

Fees: KBWD, BND, VIG

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

VIG0.04%$4

KBWD5.39%$539

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

Yields: KBWD, BND, VIG

15.99%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.99%$1,599

BND4.12%$412

VIG1.50%$150

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

Income After Fees on $10,000

$1,060most kept, KBWD

KBWD$1,599 − $539 = $1,060

BND$412 − $3 = $409

VIG$150 − $4 = $146

KeptFee

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

Overlap: KBWD, BND, VIG

Today

0.0%most shared, KBWD and VIG

KBWDBNDVIG

KBWD—[…]0.0%

BND[…]—[…]

VIG0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

BNDWorst drop−4.5%4.0% vol

VIGWorst drop−7.9%10.8% vol

KBWDWorst drop−23.4%17.5% vol

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

Paid More vs Made More

YTD

KBWDVIG

−12.9%Year to date+12.1%

16.0%Yield1.5%

−10.1%Past year+14.3%

5.39%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026