Compare · 4 funds side by side · dividends reinvested

KBWD, VOO, SCHD and SPYM

KBWDInvesco×VOOVanguard×SCHDSchwab×SPYMSPDR×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,429SPYM · best of the four

Story of the four · IncomeMost incomeKBWD · 15.95% · $1,595 a year on $10k

Story of the four · RiskSmallest drop

KBWD, VOO, SCHD and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.9

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$179B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.08%+10.9%+13.1%+21.5%+11.7%−8.9%13.7%$1.00T2.5

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.95%−12.6%−10.1%+2.4%−1.9%−23.4%17.5%$331M3.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: KBWD 2010 · VOO 2010 · SCHD 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco KBW High Dividend Yield Financial ETF · $331M$9,104

KBWD

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KBWD vs VOO: Top 5 Holdings

Today

KBWD

20.0%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

Cost, Income and Risk

Fees: KBWD, VOO, SCHD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

SCHD0.06%$6

KBWD5.39%$539

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

VOO

Vanguard S&P 500 ETF · $1.00T$17,416

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

KBWDMeasureVOO

−12.6%Year to dateJan 1 → Nov 10+10.9%

−10.1%1 yearTotal return+13.1%

+2.4%3 years · per year$10,000 became $10,745 · $17,931+21.5%

−1.9%5 years · per year$10,000 became $9,104 · $17,416+11.7%

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

15.95%Trailing 12-mo yield$1,595 · $108 a year on $10k1.08%

−23.4%Worst dropSmaller is better−8.9%

17.5%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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.9%ARRnot top 5

3.9%ORCnot top 5

3.9%FSKnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.1%

End-of-day Nov 10, 2026 · share of each fund

KBWD vs VOO Returns, Every Period

5Y

InvescoKBWD

−1.9%

5 years, per year

VOOVanguard

+11.7%

5 years, per year

KBWDVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

KBWD vs SCHD

YTD

InvescoKBWD

−12.6%

SCHDSchwab

+33.8%

−12.6%Year to date+33.8%

−23.4%Worst drop · 1Y−6.9%

17.5%Volatility · 1Y11.8%

15.9%Yield2.9%

$331MAssets$122B

3–1SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: KBWD, VOO, SCHD, SPYM

1Y

15.95%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.95%$1,595

SCHD2.94%$294

VOO1.08%$108

SPYM1.03%$103

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,056most kept, KBWD

KBWD$1,595 − $539 = $1,056

SCHD$294 − $6 = $288

VOO$108 − $3 = $105

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: KBWD, VOO, SCHD, SPYM

Today

93.0%most shared, VOO and SPYM

KBWDVOOSCHDSPYM

KBWD—0.1%0.1%0.1%

VOO0.1%—7.6%93.0%

SCHD0.1%7.6%—8.5%

SPYM0.1%93.0%8.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

KBWDWorst drop−23.4%17.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDSCHD

−12.6%Year to date+33.8%

15.9%Yield2.9%

−10.1%Past year+38.8%

5.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

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KBWD, VOO, SCHD and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four