Compare · 3 funds side by side · dividends reinvested

KBWD, SPY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

KBWD, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.0

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.86%−12.1%−9.0%+5.1%−1.8%−23.4%17.5%$342M2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: KBWD 2010 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW High Dividend Yield Financial ETF · $342M$9,147

KBWD

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

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

KBWDMeasureSPY

−12.1%Year to dateJan 1 → Nov 5+8.3%

−9.0%1 yearTotal return+9.7%

+5.1%3 years · per year$10,000 became $11,600 · $18,174+22.0%

−1.8%5 years · per year$10,000 became $9,148 · $17,099+11.3%

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

15.86%Trailing 12-mo yield$1,586 · $103 a year on $10k1.03%

−23.4%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer13.6%

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

1–7SPY 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 SPY: Top 5 Holdings

Today

KBWD

19.7%in top 5

SPY

in top 527.7%

KBWDStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.2%PMTnot top 5

4.1%IVRnot top 5

not top 5AMZN3.9%

3.8%ARRnot top 5

3.8%ORCnot top 5

3.8%AINVnot top 5

not top 5GOOGL2.6%

Held in common0.1%

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

KBWD vs SPY Returns, Every Period

InvescoKBWD

−1.8%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

KBWDSPYFaded: behind in that period

0–4SPY wins

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

Income vs Core: KBWD vs VOO

YTD

InvescoKBWD

−12.1%

VOOVanguard

+8.4%

−12.1%Year to date+8.4%

−23.4%Worst drop · 1Y−8.9%

17.5%Volatility · 1Y13.5%

15.9%Yield1.1%

$342MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: KBWD, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

KBWD5.39%$539

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

Yields: KBWD, SPY, VOO

15.86%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.86%$1,586

VOO1.10%$110

SPY1.03%$103

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

Income After Fees on $10,000

$1,047most kept, KBWD

KBWD$1,586 − $539 = $1,047

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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

Overlap: KBWD, SPY, VOO

Today

93.5%most shared, SPY and VOO

KBWDSPYVOO

KBWD—0.1%0.1%

SPY0.1%—93.5%

VOO0.1%93.5%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

KBWDWorst drop−23.4%17.5% vol

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

Paid More vs Made More

YTD

KBWDVOO

−12.1%Year to date+8.4%

15.9%Yield1.1%

−9.0%Past year+9.8%

5.39%Fee0.03%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026