Compare · 4 funds side by side · dividends reinvested

KBWD, SPYM, SCHD and VOO

KBWDInvesco×SPYMSPDR×SCHDSchwab×VOOVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,537SPYM · best of the four

Story of the four · IncomeMost incomeKBWD · 16.15% · $1,615 a year on $10k

Story of the four · RiskSmallest drop

KBWD, SPYM, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.9

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.06%+12.3%+12.8%+21.9%+11.9%−8.9%13.7%$1.00T2.5

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%16.15%−13.7%−10.9%+2.3%−2.3%−23.4%17.6%$329M3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: KBWD 2010 · SPYM 2005 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco KBW High Dividend Yield Financial ETF · $329M$8,887

KBWD

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KBWD vs SPYM: Top 5 Holdings

Today

KBWD

19.8%in top 5

SPYM

in top 526.9%

KBWDStockSPYM

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

4.1%PMTnot top 5

not top 5AMZN4.1%

Cost, Income and Risk

Fees: KBWD, SPYM, SCHD, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

SCHD0.06%$6

KBWD5.39%$539

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

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

KBWDMeasureSPYM

−13.7%Year to dateJan 1 → Nov 11+12.4%

−10.9%1 yearTotal return+12.8%

+2.3%3 years · per year$10,000 became $10,700 · $18,134+21.9%

−2.3%5 years · per year$10,000 became $8,887 · $17,537+11.9%

5.39%Expense ratio$539 · $2 a year on $10k · lower is better0.02%

16.15%Trailing 12-mo yield$1,615 · $102 a year on $10k1.02%

−23.4%Worst dropSmaller is better−8.9%

17.6%VolatilityLower is calmer13.7%

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

1–7SPYM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%IVRnot top 5

3.9%FSKnot top 5

3.9%AINVnot top 5

3.8%ARRnot top 5

not top 5GOOGL2.6%

Held in common0.1%

End-of-day Nov 11, 2026 · share of each fund

KBWD vs SPYM Returns, Every Period

5Y

InvescoKBWD

−2.3%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

KBWDSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

KBWD vs SCHD

YTD

InvescoKBWD

−13.7%

SCHDSchwab

+34.6%

−13.7%Year to date+34.6%

−23.4%Worst drop · 1Y−6.9%

17.6%Volatility · 1Y11.8%

16.1%Yield2.9%

$329MAssets$123B

3–1SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: KBWD, SPYM, SCHD, VOO

1Y

16.15%highest, KBWD

FundTrailing yieldYield$10k

KBWD16.15%$1,615

SCHD2.93%$293

VOO1.06%$106

SPYM1.02%$102

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,076most kept, KBWD

KBWD$1,615 − $539 = $1,076

SCHD$293 − $6 = $287

VOO$106 − $3 = $103

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: KBWD, SPYM, SCHD, VOO

Today

92.7%most shared, SPYM and VOO

KBWDSPYMSCHDVOO

KBWD—0.1%0.1%0.1%

SPYM0.1%—8.6%92.7%

SCHD0.1%8.6%—7.6%

VOO0.1%92.7%7.6%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

KBWDWorst drop−23.4%17.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDSCHD

−13.7%Year to date+34.6%

16.1%Yield2.9%

−10.9%Past year+39.3%

5.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

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KBWD, SPYM, SCHD and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four