Compare · 3 funds side by side · dividends reinvested

KBWD, VIG and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

KBWD, VIG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.8

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.83%−12.0%−9.1%+3.3%−1.9%−23.4%17.5%$331M2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: KBWD 2010 · VIG 2006 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW High Dividend Yield Financial ETF · $331M$9,095

KBWD

IVV

iShares Core S&P 500 ETF · $853B$17,545

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

KBWDMeasureIVV

−12.0%Year to dateJan 1 → Nov 9+11.3%

−9.1%1 yearTotal return+13.6%

+3.3%3 years · per year$10,000 became $11,026 · $18,159+22.0%

−1.9%5 years · per year$10,000 became $9,095 · $17,545+11.9%

5.39%Expense ratio$539 · $3 a year on $10k · lower is better0.03%

15.83%Trailing 12-mo yield$1,583 · $111 a year on $10k1.11%

−23.4%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer13.8%

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

1–7IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KBWD vs IVV: Top 5 Holdings

Today

KBWD

19.9%in top 5

IVV

in top 527.8%

KBWDStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

4.1%IVRnot top 5

4.1%PMTnot top 5

not top 5AMZN4.0%

3.9%ARRnot top 5

3.9%ORCnot top 5

3.8%FSKnot top 5

not top 5GOOGL2.6%

Held in common0.1%

End-of-day Nov 9, 2026 · share of each fund

KBWD vs IVV Returns, Every Period

InvescoKBWD

−1.9%

5 years, per year

IVViShares

+11.9%

5 years, per year

KBWDIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

KBWD vs VIG

YTD

InvescoKBWD

−12.0%

VIGVanguard

+14.8%

−12.0%Year to date+14.8%

−23.4%Worst drop · 1Y−7.9%

17.5%Volatility · 1Y11.0%

15.8%Yield1.5%

$331MAssets$109B

3–1VIG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWD, VIG, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VIG0.04%$4

KBWD5.39%$539

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: KBWD, VIG, IVV

15.83%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.83%$1,583

VIG1.46%$146

IVV1.11%$111

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,044most kept, KBWD

KBWD$1,583 − $539 = $1,044

VIG$146 − $4 = $142

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: KBWD, VIG, IVV

Today

42.6%most shared, VIG and IVV

KBWDVIGIVV

KBWD—0.0%0.1%

VIG0.0%—42.6%

IVV0.1%42.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

IVVWorst drop−8.9%13.8% vol

KBWDWorst drop−23.4%17.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDVIG

−12.0%Year to date+14.8%

15.8%Yield1.5%

−9.1%Past year+17.6%

5.39%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026