Compare · 3 funds side by side · dividends reinvested

KBWD, VOO and VIG

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,393VOO · best of the three

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

Story of the three · RiskSmallest drop

KBWD, VOO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B1.5

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%$1.00T1.8

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%16.49%−15.5%−13.7%+1.5%−2.6%−23.4%17.7%$325M2.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: KBWD 2010 · VOO 2010 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

KBWD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,596

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

KBWD

More Ways to See the Pairs

KBWD vs VIG: Top 5 Holdings

Today

KBWD

19.6%in top 5

VIG

in top 522.1%

KBWDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%IVRnot top 5

Cost, Income and Risk

Fees: KBWD, VOO, VIG

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VIG0.04%$4

KBWD5.39%$539

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

Yields: KBWD, VOO, VIG

Popular Pairs Near These Three

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%

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

Measure

VIG

−15.5%Year to dateJan 1 → Nov 12+16.0%

−13.7%1 yearTotal return+16.9%

+1.5%3 years · per year$10,000 became $10,467 · $16,806+18.9%

−2.6%5 years · per year$10,000 became $8,746 · $16,596+10.7%

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

16.49%Trailing 12-mo yield$1,649 · $145 a year on $10k1.45%

−23.4%Worst dropSmaller is better−7.9%

17.7%VolatilityLower is calmer11.0%

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

1–7VIG wins

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

3.9%PMTnot top 5

3.9%FSKnot top 5

not top 5JPM3.9%

3.9%AINVnot top 5

3.8%ARRnot top 5

Held in common0.0%

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

KBWD vs VIG Returns, Every Period

5Y

InvescoKBWD

−2.6%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

KBWDVIGFaded: behind in that period

0–4VIG wins

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

KBWD vs VIG

YTD

InvescoKBWD

−15.5%

VIGVanguard

+16.0%

−15.5%Year to date+16.0%

−23.4%Worst drop · 1Y−7.9%

17.7%Volatility · 1Y11.0%

16.5%Yield1.4%

$325MAssets$109B

3–1VIG wins

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

1Y

16.49%highest, KBWD

FundTrailing yieldYield$10k

KBWD16.49%$1,649

VIG1.45%$145

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

VIG$145 − $4 = $141

VOO$107 − $3 = $104

KeptFee

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

Overlap: KBWD, VOO, VIG

Today

40.3%most shared, VOO and VIG

KBWDVOOVIG

KBWD—0.1%0.0%

VOO0.1%—40.3%

VIG0.0%40.3%—

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

Return vs Bumpiness: 3 ETFs

1Y

+16.9%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

VOOWorst 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

KBWDVIG

−15.5%Year to date+16.0%

16.5%Yield1.4%

−13.7%Past year+16.9%

5.39%Fee0.04%

3–1VIG 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

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$879B

1–0IVV wins

End-of-day Nov 12, 2026

Loading…

KBWD, VOO and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three