Compare · 3 funds side by side · dividends reinvested

KBWD, SGOV and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

KBWD, SGOV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.9

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.61%−10.7%−7.5%+6.3%−1.3%−23.4%17.4%$331M2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: KBWD 2010 · SGOV 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW High Dividend Yield Financial ETF · $331M$9,147

KBWD

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,086

$10,000 five years ago, dividends reinvested

KBWDMeasureSGOV

−10.7%Year to dateJan 1 → Nov 5+3.1%

−7.5%1 yearTotal return+3.7%

+6.3%3 years · per year$10,000 became $12,018 · $11,419+4.5%

−1.3%5 years · per year$10,000 became $9,364 · $12,086+3.9%

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

15.61%Trailing 12-mo yield$1,561 · $363 a year on $10k3.63%

−23.4%Worst dropSmaller is better0.0%

17.4%VolatilityLower is calmer0.2%

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

2–6SGOV wins

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

More Ways to See the Pairs

KBWD vs SGOV: Top 5 Holdings

Today

KBWD

19.7%in top 5

SGOV

in top 5[…]

KBWDStockSGOV

4.2%PMTnot top 5

4.1%IVRnot top 5

3.8%ARRnot top 5

3.8%ORCnot top 5

3.8%AINVnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

KBWD vs SGOV Returns, Every Period

InvescoKBWD

−1.3%

5 years, per year

SGOViShares

+3.9%

5 years, per year

KBWDSGOVFaded: behind in that period

1–3SGOV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Bonds: KBWD vs SGOV

YTD

InvescoKBWD

−10.7%

SGOViShares

+3.1%

−10.7%Year to date+3.1%

−23.4%Worst drop · 1Y+0.0%

17.4%Volatility · 1Y0.2%

15.6%Yield3.6%

$331MAssets$117B

3–1SGOV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWD, SGOV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SGOV0.09%$9

KBWD5.39%$539

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: KBWD, SGOV, VIG

15.61%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.61%$1,561

SGOV3.63%$363

VIG1.44%$144

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,022most kept, KBWD

KBWD$1,561 − $539 = $1,022

SGOV$363 − $9 = $354

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: KBWD, SGOV, VIG

Today

0.0%most shared, KBWD and VIG

KBWDSGOVVIG

KBWD—[…]0.0%

SGOV[…]—[…]

VIG0.0%[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.9%VIG, at 10.2% volatility

SGOVWorst drop0.0%0.2% vol

VIGWorst drop−7.9%10.2% vol

KBWDWorst drop−23.4%17.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDVIG

−10.7%Year to date+16.4%

15.6%Yield1.4%

−7.5%Past year+18.9%

5.39%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026