Compare · 2 funds side by side · dividends reinvested

KBWD and VYM

KBWDInvesco×VYMVanguard×
$5k$7.5k$10k$12.5k$15k$17.5kLow $9,173 · 2022VYM$17,305KBWD$8,948Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,305VYM · best of the two
02 / 04

KBWD and VYM, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.8%+19.0%+21.5%+11.6%−6.7%10.0%$78.9B1.1
Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%16.13%−13.6%−10.4%+5.4%−2.2%−23.4%17.1%$335M1.9
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 3, 2026 · returns include dividends · since: KBWD 2010 · VYM 2006
@TheETFTracker·theetftracker.com

Head to Head

5Y
Invesco KBW High Dividend Yield Financial ETF · $335M$8,948
KBWD
VYM
Vanguard High Dividend Yield ETF · $78.9B$17,305

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

KBWDMeasureVYM
−13.6%Year to dateJan 1 → Nov 3+15.8%
−10.4%1 yearTotal return+19.0%
+5.4%3 years · per year$10,000 became $11,722 · $17,952+21.5%
−2.2%5 years · per year$10,000 became $8,948 · $17,305+11.6%
5.39%Expense ratio$539 · $4 a year on $10k · lower is better0.04%
16.13%Trailing 12-mo yield$1,613 · $225 a year on $10k2.25%
−23.4%Worst dropSmaller is better−6.7%
17.1%VolatilityLower is calmer10.0%
KBWDVYM Winner of the row, in its colourEach row: the bigger of the two fills its side
1–7VYM wins
End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

KBWD vs VYM: Top 5 Holdings

Today
19.6%in top 5
VYM
in top 518.2%
KBWDStockVYM
not top 5AVGO6.9%
4.2%PMTnot top 5
4.0%IVRnot top 5
3.8%ARRnot top 5
3.8%AINVnot top 5
3.8%ORCnot top 5
not top 5JPM3.8%
not top 5XOM2.8%
not top 5JNJ2.7%
not top 5ABBV2.0%
Held in common0.3%
End-of-day Nov 3, 2026 · share of each fund
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KBWD vs VYM Returns, Every Period

5Y
InvescoKBWD
−2.2%
5 years, per year
VYMVanguard
+11.6%
5 years, per year
−20%−10%0%+10%+20%+30%−13.6%+15.8%YTD−10.4%+19.0%1 year+5.4%+21.5%3 yrs · yr−2.2%+11.6%5 yrs · yr
KBWDVYMFaded: behind in that period
0–4VYM wins
End-of-day Nov 3, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

KBWD vs VYM

YTD
InvescoKBWD
−13.6%
VYMVanguard
+15.8%
Jan 1Nov 3−13.6%+15.8%
−13.6%Year to date+15.8%
−23.4%Worst drop · 1Y−6.7%
17.1%Volatility · 1Y10.0%
16.1%Yield2.3%
$335MAssets$78.9B
3–1VYM wins
End-of-day Nov 3, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: KBWD, VYM

Today
0.04%lowest, VYM
FundExpense ratioFee$10k
VYM0.04%$4
KBWD5.39%$539
End-of-day Nov 3, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: KBWD, VYM

1Y
16.13%highest, KBWD
FundTrailing yieldYield$10k
KBWD16.13%$1,613
VYM2.25%$225
End-of-day Nov 3, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$1,074most kept, KBWD
KBWD$1,613 − $539 = $1,074
VYM$225 − $4 = $221
KeptFee
End-of-day Nov 3, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: KBWD, VYM

Today
0.3%most shared, KBWD and VYM
KBWDVYM
KBWD—0.3%
VYM0.3%—
End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+19.0%VYM, at 10.0% volatility
−20%−10%0%+10%+20%+30%5%10%15%20%Volatility · 1 year → bumpierVYM +19.0%KBWD −10.4%
VYMWorst drop−6.7%10.0% vol
KBWDWorst drop−23.4%17.1% vol
End-of-day Nov 3, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 3−13.6%+15.8%
−13.6%Year to date+15.8%
16.1%Yield2.3%
−10.4%Past year+19.0%
5.39%Fee0.04%
3–1VYM wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+32.8%
VIGVanguard
+14.0%
Jan 1Nov 3+32.8%+14.0%
+32.8%Year to date+14.0%
3.0%Yield1.5%
$121BAssets$109B
2–0SCHD wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+7.5%
JEPIJ.P. Morgan
+7.0%
Jan 1Nov 3+7.5%+7.0%
+7.5%Year to date+7.0%
12.3%Yield8.0%
$41.8BAssets$46.0B
2–0JEPQ wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+11.5%
SPYSPDR
+11.5%
Jan 1Nov 3+11.5%+11.5%
+11.5%Year to date+11.5%
1.0%Yield1.0%
$185BAssets$798B
0–0level
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com