Compare · 2 funds side by side · dividends reinvested

KBWD and VTI

KBWDInvesco×VTIVanguard×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,412VTI · best of the two

Story of the two · IncomeMost incomeKBWD · 16.41% · $1,641 a year on $10k

Story of the two · RiskSmallest drop

KBWD and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+11.8%+21.3%+10.4%−8.9%13.9%$689B1.1

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%16.41%−15.1%−13.1%+1.9%−2.8%−23.4%17.7%$317M1.9

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

End-of-day Nov 13, 2026 · returns include dividends · since: KBWD 2010 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Total Stock Market ETF · $689B$16,412

VTI

KBWD

Invesco KBW High Dividend Yield Financial ETF · $317M$8,692

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

VTIMeasureKBWD

+11.6%

More Ways to See the Pairs

VTI vs KBWD: Top 5 Holdings

Today

VTI

25.0%in top 5

KBWD

in top 519.6%

VTIStockKBWD

7.1%NVDAnot top 5

6.6%AAPLnot top 5

5.2%MSFTnot top 5

not top 5IVR4.0%

not top 5PMT3.9%

Cost, Income and Risk

Fees: KBWD, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

KBWD5.39%$539

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: KBWD, VTI

1Y

16.41%highest, KBWD

FundTrailing yieldYield

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.8B

2–0VTI wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

−15.1%

+11.8%1 yearTotal return−13.1%

+21.3%3 years · per year$10,000 became $17,841 · $10,571+1.9%

+10.4%5 years · per year$10,000 became $16,412 · $8,692−2.8%

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

1.06%Trailing 12-mo yield$106 · $1,641 a year on $10k16.41%

−8.9%Worst dropSmaller is better−23.4%

13.9%VolatilityLower is calmer17.7%

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

7–1VTI wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5FSK3.9%

not top 5AINV3.9%

not top 5ARR3.8%

3.3%AMZNnot top 5

2.8%GOOGLnot top 5

Held in common0.1%

End-of-day Nov 13, 2026 · share of each fund

VTI vs KBWD Returns, Every Period

5Y

VanguardVTI

+10.4%

5 years, per year

KBWDInvesco

−2.8%

5 years, per year

VTIKBWDFaded: behind in that period

4–0VTI wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Core vs Income: VTI vs KBWD

YTD

VanguardVTI

+11.6%

KBWDInvesco

−15.1%

+11.6%Year to date−15.1%

−8.9%Worst drop · 1Y−23.4%

13.9%Volatility · 1Y17.7%

1.1%Yield16.4%

$689BAssets$317M

3–1VTI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

KBWD16.41%$1,641

VTI1.06%$106

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,102most kept, KBWD

KBWD$1,641 − $539 = $1,102

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: KBWD, VTI

Today

0.1%most shared, KBWD and VTI

KBWDVTI

KBWD—0.1%

VTI0.1%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.8%VTI, at 13.9% volatility

VTIWorst drop−8.9%13.9% vol

KBWDWorst drop−23.4%17.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDVTI

−15.1%Year to date+11.6%

16.4%Yield1.1%

−13.1%Past year+11.8%

5.39%Fee0.03%

3–1VTI wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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KBWD and VTI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two