Compare · 3 funds side by side · dividends reinvested

KBWD, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

KBWD, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.6

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 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

KBWD

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

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

IVVMeasureKBWD

+8.7%Year to dateJan 1 → Nov 6−12.9%

+9.8%1 yearTotal return−10.1%

+21.8%3 years · per year$10,000 became $18,084 · $11,283+4.1%

+11.4%5 years · per year$10,000 became $17,177 · $9,094−1.9%

0.03%Expense ratio$3 · $539 a year on $10k · lower is better5.39%

1.14%Trailing 12-mo yield$114 · $1,599 a year on $10k15.99%

−8.9%Worst dropSmaller is better−23.4%

13.6%VolatilityLower is calmer17.5%

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

7–1IVV wins

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

More Ways to See the Pairs

IVV vs KBWD: Top 5 Holdings

Today

IVV

27.8%in top 5

KBWD

in top 520.0%

IVVStockKBWD

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5PMT4.3%

not top 5IVR4.1%

4.0%AMZNnot top 5

not top 5ORC3.9%

not top 5ARR3.9%

not top 5AINV3.8%

2.6%GOOGLnot top 5

Held in common0.1%

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

IVV vs KBWD Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

KBWDInvesco

−1.9%

5 years, per year

IVVKBWDFaded: behind in that period

4–0IVV wins

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

Core vs Income: IVV vs KBWD

YTD

iSharesIVV

+8.7%

KBWDInvesco

−12.9%

+8.7%Year to date−12.9%

−8.9%Worst drop · 1Y−23.4%

13.6%Volatility · 1Y17.5%

1.1%Yield16.0%

$850BAssets$342M

3–1IVV wins

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

Cost, Income and Risk

Fees: KBWD, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

KBWD5.39%$539

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

Yields: KBWD, IVV, VOO

15.99%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.99%$1,599

IVV1.14%$114

VOO1.10%$110

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

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: KBWD, IVV, VOO

Today

92.2%most shared, IVV and VOO

KBWDIVVVOO

KBWD—0.1%0.1%

IVV0.1%—92.2%

VOO0.1%92.2%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% 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

KBWDIVV

−12.9%Year to date+8.7%

16.0%Yield1.1%

−10.1%Past year+9.8%

5.39%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026