Compare · 3 funds side by side · dividends reinvested

KBWD, VIG and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941VYM · best of the three

02 / 04

KBWD, VIG and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.0

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.99%−12.9%−10.1%+4.1%−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 6, 2026 · returns include dividends · since: KBWD 2010 · VIG 2006 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW High Dividend Yield Financial ETF · $331M$9,094

KBWD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

KBWDMeasureVIG

−12.9%Year to dateJan 1 → Nov 6+12.1%

−10.1%1 yearTotal return+14.3%

+4.1%3 years · per year$10,000 became $11,283 · $16,669+18.6%

−1.9%5 years · per year$10,000 became $9,094 · $16,243+10.2%

5.39%Expense ratio$539 · $4 a year on $10k · lower is better0.04%

15.99%Trailing 12-mo yield$1,599 · $150 a year on $10k1.50%

−23.4%Worst dropSmaller is better−7.9%

17.5%VolatilityLower is calmer10.8%

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

1–7VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KBWD vs VIG: Top 5 Holdings

Today

KBWD

20.0%in top 5

VIG

in top 522.1%

KBWDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

4.3%PMTnot top 5

4.1%IVRnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

3.9%ORCnot top 5

3.9%ARRnot top 5

3.8%AINVnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

KBWD vs VIG Returns, Every Period

InvescoKBWD

−1.9%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

KBWDVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

KBWD vs VYM

YTD

InvescoKBWD

−12.9%

VYMVanguard

+12.8%

−12.9%Year to date+12.8%

−23.4%Worst drop · 1Y−6.7%

17.5%Volatility · 1Y10.6%

16.0%Yield2.3%

$331MAssets$78.9B

3–1VYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWD, VIG, VYM

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VYM0.04%$4

KBWD5.39%$539

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: KBWD, VIG, VYM

15.99%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.99%$1,599

VYM2.31%$231

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,060most kept, KBWD

KBWD$1,599 − $539 = $1,060

VYM$231 − $4 = $227

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: KBWD, VIG, VYM

Today

60.6%most shared, VIG and VYM

KBWDVIGVYM

KBWD—0.0%0.3%

VIG0.0%—60.6%

VYM0.3%60.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.5%VYM, at 10.6% volatility

VYMWorst drop−6.7%10.6% vol

VIGWorst drop−7.9%10.8% vol

KBWDWorst drop−23.4%17.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDVYM

−12.9%Year to date+12.8%

16.0%Yield2.3%

−10.1%Past year+16.5%

5.39%Fee0.04%

3–1VYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026