Compare · 2 funds side by side · dividends reinvested

KBWD and VOO

KBWDInvesco×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,156VOO · best of the two

02 / 04

KBWD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.1

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.61%−10.7%−7.5%+6.3%−1.3%−23.4%17.4%$331M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: KBWD 2010 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW High Dividend Yield Financial ETF · $331M$9,147

KBWD

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

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

KBWDMeasureVOO

−10.7%Year to dateJan 1 → Nov 5+13.4%

−7.5%1 yearTotal return+13.5%

+6.3%3 years · per year$10,000 became $12,018 · $19,172+24.2%

−1.3%5 years · per year$10,000 became $9,364 · $18,115+12.6%

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

15.61%Trailing 12-mo yield$1,561 · $105 a year on $10k1.05%

−23.4%Worst dropSmaller is better−8.9%

17.4%VolatilityLower is calmer12.8%

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

1–7VOO wins

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

More Ways to See the Pairs

KBWD vs VOO: Top 5 Holdings

Today

KBWD

19.7%in top 5

VOO

in top 528.3%

KBWDStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

4.2%PMTnot top 5

4.1%IVRnot top 5

3.8%ARRnot top 5

3.8%ORCnot top 5

3.8%AINVnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.1%

End-of-day Nov 5, 2026 · share of each fund

KBWD vs VOO Returns, Every Period

InvescoKBWD

−1.3%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

KBWDVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: KBWD vs VOO

YTD

InvescoKBWD

−10.7%

VOOVanguard

+13.4%

−10.7%Year to date+13.4%

−23.4%Worst drop · 1Y−8.9%

17.4%Volatility · 1Y12.8%

15.6%Yield1.1%

$331MAssets$1.00T

3–1VOO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

KBWD5.39%$539

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: KBWD, VOO

15.61%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.61%$1,561

VOO1.05%$105

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,022most kept, KBWD

KBWD$1,561 − $539 = $1,022

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: KBWD, VOO

Today

0.1%most shared, KBWD and VOO

KBWDVOO

KBWD—0.1%

VOO0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%VOO, at 12.8% volatility

VOOWorst drop−8.9%12.8% vol

KBWDWorst drop−23.4%17.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDVOO

−10.7%Year to date+13.4%

15.6%Yield1.1%

−7.5%Past year+13.5%

5.39%Fee0.03%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026