Compare KBWD and SPY | ETF Tracker

KBWD and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.1

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.61%−10.7%−7.5%+6.3%−1.3%−23.4%17.4%$335M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: KBWD 2010 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco KBW High Dividend Yield Financial ETF · $335M$9,364

KBWD

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

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

KBWDMeasureSPY

−10.7%Year to dateJan 1 → Nov 4+13.3%

−7.5%1 yearTotal return+13.4%

+6.3%3 years · per year$10,000 became $12,018 · $19,132+24.1%

−1.3%5 years · per year$10,000 became $9,364 · $18,060+12.6%

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

15.61%Trailing 12-mo yield$1,561 · $99 a year on $10k0.99%

−23.4%Worst dropSmaller is better−8.9%

17.4%VolatilityLower is calmer12.9%

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

1–7SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KBWD vs SPY: Top 5 Holdings

Today

KBWD

19.7%in top 5

SPY

in top 527.3%

KBWDStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

4.2%PMTnot top 5

4.1%IVRnot top 5

3.9%AINVnot top 5

3.8%ARRnot top 5

3.8%ORCnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.1%

End-of-day Nov 4, 2026 · share of each fund

KBWD vs SPY Returns, Every Period

5Y

InvescoKBWD

−1.3%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

KBWDSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Core: KBWD vs SPY

YTD

InvescoKBWD

−10.7%

SPYSPDR

+13.3%

−10.7%Year to date+13.3%

−23.4%Worst drop · 1Y−8.9%

17.4%Volatility · 1Y12.9%

15.6%Yield1.0%

$335MAssets$798B

3–1SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWD, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

KBWD5.39%$539

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: KBWD, SPY

1Y

15.61%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.61%$1,561

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,022most kept, KBWD

KBWD$1,561 − $539 = $1,022

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: KBWD, SPY

Today

0.1%most shared, KBWD and SPY

KBWDSPY

KBWD—0.1%

SPY0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

KBWDWorst drop−23.4%17.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDSPY

−10.7%Year to date+13.3%

15.6%Yield1.0%

−7.5%Past year+13.4%

5.39%Fee0.09%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026