Compare · 3 funds side by side · dividends reinvested

KBWD, SCHD and DGRO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,091DGRO · 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, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.6

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.6%+21.4%+20.7%+11.3%−6.5%10.3%$45.9B1.6

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%16.49%−15.5%−13.7%+1.5%−2.6%−23.4%17.7%$325M2.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: KBWD 2010 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

KBWD

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,429

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

KBWD

More Ways to See the Pairs

KBWD vs SCHD: Top 5 Holdings

Today

KBWD

19.6%in top 5

SCHD

in top 521.7%

KBWDStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: KBWD, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

KBWD5.39%$539

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SCHD

−15.5%Year to dateJan 1 → Nov 12+34.2%

−13.7%1 yearTotal return+36.8%

+1.5%3 years · per year$10,000 became $10,467 · $17,257+19.9%

−2.6%5 years · per year$10,000 became $8,746 · $16,429+10.4%

5.39%Expense ratio$539 · $6 a year on $10k · lower is better0.06%

16.49%Trailing 12-mo yield$1,649 · $293 a year on $10k2.93%

−23.4%Worst dropSmaller is better−6.9%

17.7%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

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

Held in common0.1%

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

KBWD vs SCHD Returns, Every Period

5Y

InvescoKBWD

−2.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

KBWDSCHDFaded: behind in that period

0–4SCHD wins

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

KBWD vs SCHD

YTD

InvescoKBWD

−15.5%

SCHDSchwab

+34.2%

−15.5%Year to date+34.2%

−23.4%Worst drop · 1Y−6.9%

17.7%Volatility · 1Y11.7%

16.5%Yield2.9%

$325MAssets$124B

3–1SCHD wins

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

Yields: KBWD, SCHD, DGRO

1Y

16.49%highest, KBWD

FundTrailing yieldYield$10k

KBWD16.49%$1,649

SCHD2.93%$293

DGRO1.82%$182

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

Income After Fees on $10,000

1Y

$1,110most kept, KBWD

KBWD$1,649 − $539 = $1,110

SCHD$293 − $6 = $287

DGRO$182 − $8 = $174

KeptFee

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

Overlap: KBWD, SCHD, DGRO

Today

21.1%most shared, SCHD and DGRO

KBWDSCHDDGRO

KBWD—0.1%0.0%

SCHD0.1%—21.1%

DGRO0.0%21.1%—

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

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.7% 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

KBWDSCHD

−15.5%Year to date+34.2%

16.5%Yield2.9%

−13.7%Past year+36.8%

5.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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KBWD, SCHD and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: KBWD, SCHD, DGRO