Compare · 3 funds side by side · dividends reinvested

KBWD, VCIT and JEPI

KBWDInvesco×VCITVanguard×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,545JEPI · best of the three

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

Story of the three · RiskSmallest drop

KBWD, VCIT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B1.5

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.05%−1.4%−0.6%+6.4%+0.8%−4.9%4.5%$66.6B1.8

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%16.15%−13.7%−10.9%+2.3%−2.3%−23.4%17.6%$334M2.8

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

End-of-day Nov 11, 2026 · returns include dividends · since: KBWD 2010 · VCIT 2009 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Intermediate-Term Corporate Bond ETF · $66.6B$10,429

VCIT

KBWD

Invesco KBW High Dividend Yield Financial ETF · $334M$8,887

$10,000 five years ago, dividends reinvested

VCIT

More Ways to See the Pairs

VCIT vs KBWD: Top 5 Holdings

Today

VCIT

[…]in top 5

KBWD

in top 519.8%

VCITStockKBWD

not top 5PMT4.1%

not top 5IVR4.1%

not top 5FSK3.9%

not top 5AINV3.9%

not top 5ARR3.8%

Cost, Income and Risk

Fees: KBWD, VCIT, JEPI

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

JEPI0.35%$35

KBWD5.39%$539

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

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

KBWD

−1.4%Year to dateJan 1 → Nov 11−13.7%

−0.6%1 yearTotal return−10.9%

+6.4%3 years · per year$10,000 became $12,032 · $10,700+2.3%

+0.8%5 years · per year$10,000 became $10,429 · $8,887−2.3%

0.03%Expense ratio$3 · $539 a year on $10k · lower is better5.39%

5.05%Trailing 12-mo yield$505 · $1,615 a year on $10k16.15%

−4.9%Worst dropSmaller is better−23.4%

4.5%VolatilityLower is calmer17.6%

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

7–1VCIT wins

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

Held in common[…]

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

VCIT vs KBWD Returns, Every Period

5Y

VanguardVCIT

+0.8%

5 years, per year

KBWDInvesco

−2.3%

5 years, per year

VCITKBWDFaded: behind in that period

4–0VCIT wins

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

Bonds vs Income: VCIT vs KBWD

YTD

VanguardVCIT

−1.4%

KBWDInvesco

−13.7%

−1.4%Year to date−13.7%

−4.9%Worst drop · 1Y−23.4%

4.5%Volatility · 1Y17.6%

5.1%Yield16.1%

$66.6BAssets$334M

3–1VCIT wins

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

Yields: KBWD, VCIT, JEPI

1Y

16.15%highest, KBWD

FundTrailing yieldYield$10k

KBWD16.15%$1,615

JEPI7.84%$784

VCIT5.05%$505

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

JEPI$784 − $35 = $749

VCIT$505 − $3 = $502

KeptFee

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

Overlap: KBWD, VCIT, JEPI

Today

0.0%most shared, KBWD and JEPI

KBWDVCITJEPI

KBWD—[…]0.0%

VCIT[…]—[…]

JEPI0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+11.2%JEPI, at 9.0% volatility

VCITWorst drop−4.9%4.5% vol

JEPIWorst drop−6.7%9.0% 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

KBWDJEPI

−13.7%Year to date+8.6%

16.1%Yield7.8%

−10.9%Past year+11.2%

5.39%Fee0.35%

3–1JEPI wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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KBWD, VCIT and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: KBWD, VCIT, JEPI