Compare · 2 funds side by side · dividends reinvested

KBWD and SCHD

KBWDInvesco×SCHDSchwab×

Versus in desk

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

02 / 04

KBWD and SCHD, 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%$120B1.1

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.99%−12.9%−10.1%+4.1%−1.9%−23.4%17.5%$331M1.9

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

KBWD

Invesco KBW High Dividend Yield Financial ETF · $331M$9,094

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

SCHDMeasureKBWD

+31.4%Year to dateJan 1 → Nov 6−12.9%

+37.0%1 yearTotal return−10.1%

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

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

0.06%Expense ratio$6 · $539 a year on $10k · lower is better5.39%

3.00%Trailing 12-mo yield$300 · $1,599 a year on $10k15.99%

−6.9%Worst dropSmaller is better−23.4%

11.7%VolatilityLower is calmer17.5%

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

7–1SCHD wins

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

More Ways to See the Pairs

SCHD vs KBWD: Top 5 Holdings

Today

SCHD

21.4%in top 5

KBWD

in top 520.0%

SCHDStockKBWD

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

not top 5PMT4.3%

4.3%KOnot top 5

not top 5IVR4.1%

4.1%AMGNnot top 5

not top 5ORC3.9%

not top 5ARR3.9%

not top 5AINV3.8%

Held in common0.1%

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

SCHD vs KBWD Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

KBWDInvesco

−1.9%

5 years, per year

SCHDKBWDFaded: behind in that period

4–0SCHD wins

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

SCHD vs KBWD

YTD

SchwabSCHD

+31.4%

KBWDInvesco

−12.9%

+31.4%Year to date−12.9%

−6.9%Worst drop · 1Y−23.4%

11.7%Volatility · 1Y17.5%

3.0%Yield16.0%

$120BAssets$331M

3–1SCHD wins

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

Cost, Income and Risk

Fees: KBWD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

KBWD5.39%$539

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

Yields: KBWD, SCHD

15.99%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.99%$1,599

SCHD3.00%$300

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

SCHD$300 − $6 = $294

KeptFee

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

Overlap: KBWD, SCHD

Today

0.1%most shared, KBWD and SCHD

KBWDSCHD

KBWD—0.1%

SCHD0.1%—

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

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

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 Two

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026