Compare · 3 funds side by side · dividends reinvested

KBWD, JEPQ and SGOV

KBWDInvesco×JEPQJ.P. Morgan×SGOViShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,095SGOV · best of the three

Story of the three · IncomeMost incomeKBWD · 16.49% · $1,649 a year on $10k

Story of the three · RiskSmallest drop

KBWD, JEPQ and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B1.6

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.7%+4.5%+3.9%−0.0%0.2%$117B1.6

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%16.49%−15.5%−13.7%+1.5%−2.6%−23.4%17.7%$325M2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: KBWD 2010 · JEPQ 2022 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco KBW High Dividend Yield Financial ETF · $325M$8,746

KBWD

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,095

$10,000 five years ago, dividends reinvested

KBWDMeasure

More Ways to See the Pairs

KBWD vs SGOV: Top 5 Holdings

Today

KBWD

19.6%in top 5

SGOV

in top 5[…]

KBWDStockSGOV

4.0%IVRnot top 5

3.9%PMTnot top 5

3.9%FSKnot top 5

3.9%AINVnot top 5

3.8%ARRnot top 5

Cost, Income and Risk

Fees: KBWD, JEPQ, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

JEPQ0.35%$35

KBWD5.39%$539

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SGOV

−15.5%Year to dateJan 1 → Nov 12+3.2%

−13.7%1 yearTotal return+3.7%

+1.5%3 years · per year$10,000 became $10,467 · $11,416+4.5%

−2.6%5 years · per year$10,000 became $8,746 · $12,095+3.9%

5.39%Expense ratio$539 · $9 a year on $10k · lower is better0.09%

16.49%Trailing 12-mo yield$1,649 · $363 a year on $10k3.63%

−23.4%Worst dropSmaller is better−0.0%

17.7%VolatilityLower is calmer0.2%

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

1–7SGOV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

KBWD vs SGOV Returns, Every Period

5Y

InvescoKBWD

−2.6%

5 years, per year

SGOViShares

+3.9%

5 years, per year

KBWDSGOVFaded: behind in that period

0–4SGOV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

KBWD vs JEPQ

YTD

InvescoKBWD

−15.5%

JEPQJ.P. Morgan

+7.8%

−15.5%Year to date+7.8%

−23.4%Worst drop · 1Y−11.5%

17.7%Volatility · 1Y16.9%

16.5%Yield12.2%

$325MAssets$42.6B

3–1JEPQ wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: KBWD, JEPQ, SGOV

1Y

16.49%highest, KBWD

FundTrailing yieldYield$10k

KBWD16.49%$1,649

JEPQ12.24%$1,224

SGOV3.63%$363

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

KBWD$1,649 − $539 = $1,110

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: KBWD, JEPQ, SGOV

Today

0.0%most shared, KBWD and JEPQ

KBWDJEPQSGOV

KBWD—0.0%[…]

JEPQ0.0%—[…]

SGOV[…][…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+8.8%JEPQ, at 16.9% volatility

SGOVWorst drop−0.0%0.2% vol

JEPQWorst drop−11.5%16.9% vol

KBWDWorst drop−23.4%17.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDJEPQ

−15.5%Year to date+7.8%

16.5%Yield12.2%

−13.7%Past year+8.8%

5.39%Fee0.35%

3–1JEPQ wins

End-of-day Nov 12, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.3B

1–1level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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KBWD, JEPQ and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: KBWD, JEPQ, SGOV