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$17,177VOO · 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%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.1

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.99%−12.9%−10.1%+4.1%−1.9%−23.4%17.5%$342M1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: KBWD 2010 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,177

VOO

KBWD

Invesco KBW High Dividend Yield Financial ETF · $342M$9,094

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

VOOMeasureKBWD

+8.7%Year to dateJan 1 → Nov 6−12.9%

+9.8%1 yearTotal return−10.1%

+21.8%3 years · per year$10,000 became $18,079 · $11,283+4.1%

+11.4%5 years · per year$10,000 became $17,177 · $9,094−1.9%

0.03%Expense ratio$3 · $539 a year on $10k · lower is better5.39%

1.10%Trailing 12-mo yield$110 · $1,599 a year on $10k15.99%

−8.9%Worst dropSmaller is better−23.4%

13.5%VolatilityLower is calmer17.5%

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

7–1VOO wins

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

More Ways to See the Pairs

VOO vs KBWD: Top 5 Holdings

Today

VOO

28.3%in top 5

KBWD

in top 520.0%

VOOStockKBWD

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

not top 5PMT4.3%

not top 5IVR4.1%

not top 5ORC3.9%

not top 5ARR3.9%

not top 5AINV3.8%

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common0.1%

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

VOO vs KBWD Returns, Every Period

VanguardVOO

+11.4%

5 years, per year

KBWDInvesco

−1.9%

5 years, per year

VOOKBWDFaded: behind in that period

4–0VOO wins

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

Core vs Income: VOO vs KBWD

YTD

VanguardVOO

+8.7%

KBWDInvesco

−12.9%

+8.7%Year to date−12.9%

−8.9%Worst drop · 1Y−23.4%

13.5%Volatility · 1Y17.5%

1.1%Yield16.0%

$1.00TAssets$342M

3–1VOO wins

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

Yields: KBWD, VOO

15.99%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.99%$1,599

VOO1.10%$110

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

VOO$110 − $3 = $107

KeptFee

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

Return vs Bumpiness: 2 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% 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

KBWDVOO

−12.9%Year to date+8.7%

16.0%Yield1.1%

−10.1%Past year+9.8%

5.39%Fee0.03%

3–1VOO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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