Compare · 4 funds side by side · dividends reinvested

KBWD, SCHD, SGOV and VIG

KBWDInvesco×SCHDSchwab×SGOViShares×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

KBWD, SCHD, SGOV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.3

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.4

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.99%−12.9%−10.1%+4.1%−1.9%−23.4%17.5%$342M3.6

Rank among the four1st → 4thFee, 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 · SCHD 2011 · SGOV 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

KBWD

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

KBWDMeasureSCHD

−12.9%Year to dateJan 1 → Nov 6+31.4%

−10.1%1 yearTotal return+37.0%

+4.1%3 years · per year$10,000 became $11,283 · $17,266+20.0%

−1.9%5 years · per year$10,000 became $9,094 · $16,267+10.2%

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

15.99%Trailing 12-mo yield$1,599 · $300 a year on $10k3.00%

−23.4%Worst dropSmaller is better−6.9%

17.5%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 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KBWD vs SCHD: Top 5 Holdings

Today

KBWD

20.0%in top 5

SCHD

in top 521.4%

KBWDStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

4.3%PMTnot top 5

not top 5KO4.3%

4.1%IVRnot top 5

not top 5AMGN4.1%

3.9%ORCnot top 5

3.9%ARRnot top 5

3.8%AINVnot top 5

Held in common0.1%

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

KBWD vs SCHD Returns, Every Period

InvescoKBWD

−1.9%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

KBWDSCHDFaded: behind in that period

0–4SCHD wins

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

Income vs Bonds: KBWD vs SGOV

YTD

InvescoKBWD

−12.9%

SGOViShares

+3.2%

−12.9%Year to date+3.2%

−23.4%Worst drop · 1Y+0.0%

17.5%Volatility · 1Y0.2%

16.0%Yield3.6%

$342MAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: KBWD, SCHD, SGOV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SGOV0.09%$9

KBWD5.39%$539

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

Yields: KBWD, SCHD, SGOV, VIG

15.99%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.99%$1,599

SGOV3.63%$363

SCHD3.00%$300

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

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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

Overlap: KBWD, SCHD, SGOV, VIG

Today

14.5%most shared, SCHD and VIG

KBWDSCHDSGOVVIG

KBWD—0.1%[…]0.0%

SCHD0.1%—[…]14.5%

SGOV[…][…]—[…]

VIG0.0%14.5%[…]—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SGOVWorst drop0.0%0.2% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% 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

KBWDSCHD

−12.9%Year to date+31.4%

16.0%Yield3.0%

−10.1%Past year+37.0%

5.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

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

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