Compare · 4 funds side by side · dividends reinvested

KBWD, VOO, IVV and SCHD

KBWDInvesco×VOOVanguard×IVViShares×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,398IVV · best of the four

Story of the four · IncomeMost incomeKBWD · 16.49% · $1,649 a year on $10k

Story of the four · RiskSmallest drop

KBWD, VOO, IVV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$879B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.9%+12.1%+21.7%+11.7%−8.9%13.7%$1.00T2.5

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%16.49%−15.5%−13.7%+1.5%−2.6%−23.4%17.7%$325M3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: KBWD 2010 · VOO 2010 · IVV 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco KBW High Dividend Yield Financial ETF · $325M$8,746

KBWD

More Ways to See the Pairs

KBWD vs VOO: Top 5 Holdings

Today

KBWD

19.6%in top 5

VOO

in top 528.3%

KBWDStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

4.0%IVRnot top 5

3.9%PMTnot top 5

Cost, Income and Risk

Fees: KBWD, VOO, IVV, SCHD

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

SCHD0.06%$6

KBWD5.39%$539

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

VOO

Vanguard S&P 500 ETF · $1.00T$17,393

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

KBWDMeasureVOO

−15.5%Year to dateJan 1 → Nov 12+11.9%

−13.7%1 yearTotal return+12.1%

+1.5%3 years · per year$10,000 became $10,467 · $18,015+21.7%

−2.6%5 years · per year$10,000 became $8,746 · $17,393+11.7%

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

16.49%Trailing 12-mo yield$1,649 · $107 a year on $10k1.07%

−23.4%Worst dropSmaller is better−8.9%

17.7%VolatilityLower is calmer13.7%

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

1–7VOO wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.9%FSKnot top 5

3.9%AINVnot top 5

3.8%ARRnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.1%

End-of-day Nov 12, 2026 · share of each fund

KBWD vs VOO Returns, Every Period

5Y

InvescoKBWD

−2.6%

5 years, per year

VOOVanguard

+11.7%

5 years, per year

KBWDVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

KBWD vs SCHD

YTD

InvescoKBWD

−15.5%

SCHDSchwab

+34.2%

−15.5%Year to date+34.2%

−23.4%Worst drop · 1Y−6.9%

17.7%Volatility · 1Y11.7%

16.5%Yield2.9%

$325MAssets$124B

3–1SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: KBWD, VOO, IVV, SCHD

1Y

16.49%highest, KBWD

FundTrailing yieldYield$10k

KBWD16.49%$1,649

SCHD2.93%$293

IVV1.10%$110

VOO1.07%$107

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

Income After Fees on $10,000

1Y

$1,110most kept, KBWD

KBWD$1,649 − $539 = $1,110

SCHD$293 − $6 = $287

IVV$110 − $3 = $107

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: KBWD, VOO, IVV, SCHD

Today

93.3%most shared, VOO and IVV

KBWDVOOIVVSCHD

KBWD—0.1%0.1%0.1%

VOO0.1%—93.3%7.6%

IVV0.1%93.3%—8.5%

SCHD0.1%7.6%8.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

KBWDWorst drop−23.4%17.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDSCHD

−15.5%Year to date+34.2%

16.5%Yield2.9%

−13.7%Past year+36.8%

5.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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KBWD, VOO, IVV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four