Compare · 3 funds side by side · dividends reinvested

KBWD, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

KBWD, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.0

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%16.13%−13.6%−10.4%+5.4%−2.2%−23.4%17.1%$335M2.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: KBWD 2010 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW High Dividend Yield Financial ETF · $335M$8,948

KBWD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

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

KBWDMeasureSPYM

−13.6%Year to dateJan 1 → Nov 3+11.5%

−10.4%1 yearTotal return+11.9%

+5.4%3 years · per year$10,000 became $11,722 · $19,092+24.1%

−2.2%5 years · per year$10,000 became $8,948 · $17,749+12.2%

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

16.13%Trailing 12-mo yield$1,613 · $103 a year on $10k1.03%

−23.4%Worst dropSmaller is better−8.9%

17.1%VolatilityLower is calmer12.7%

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

1–7SPYM wins

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

More Ways to See the Pairs

KBWD vs SPYM: Top 5 Holdings

Today

KBWD

19.6%in top 5

SPYM

in top 527.4%

KBWDStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

4.2%PMTnot top 5

4.0%IVRnot top 5

3.8%ARRnot top 5

3.8%AINVnot top 5

3.8%ORCnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common0.1%

End-of-day Nov 3, 2026 · share of each fund

KBWD vs SPYM Returns, Every Period

InvescoKBWD

−2.2%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

KBWDSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Core: KBWD vs SPYM

YTD

InvescoKBWD

−13.6%

SPYMSPDR

+11.5%

−13.6%Year to date+11.5%

−23.4%Worst drop · 1Y−8.9%

17.1%Volatility · 1Y12.7%

16.1%Yield1.0%

$335MAssets$185B

3–1SPYM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWD, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

KBWD5.39%$539

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: KBWD, SPYM, SPY

16.13%highest, KBWD

FundTrailing yieldYield$10k

KBWD16.13%$1,613

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,074most kept, KBWD

KBWD$1,613 − $539 = $1,074

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: KBWD, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

KBWDSPYMSPY

KBWD—0.1%0.1%

SPYM0.1%—99.9%

SPY0.1%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%SPYM, at 12.7% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

KBWDWorst drop−23.4%17.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDSPYM

−13.6%Year to date+11.5%

16.1%Yield1.0%

−10.4%Past year+11.9%

5.39%Fee0.02%

3–1SPYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026