Compare · 2 funds side by side · dividends reinvested

KBWP and VIG

KBWPInvesco×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,928KBWP · best of the two

02 / 04

KBWP and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.4

Invesco KBW Property & Casualty Insurance ETFSectors · Financials0.35%1.71%+14.5%+26.2%+20.5%+14.8%−12.0%18.3%$309M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: KBWP 2010 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Property & Casualty Insurance ETF · $309M$19,928

KBWP

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

KBWPMeasureVIG

+14.5%Year to dateJan 1 → Nov 4+16.4%

+26.2%1 yearTotal return+18.9%

+20.5%3 years · per year$10,000 became $17,484 · $17,533+20.6%

+14.8%5 years · per year$10,000 became $19,928 · $17,005+11.2%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

1.71%Trailing 12-mo yield$171 · $144 a year on $10k1.44%

−12.0%Worst dropSmaller is better−7.9%

18.3%VolatilityLower is calmer10.2%

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

3–5VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KBWP vs VIG: Top 5 Holdings

Today

KBWP

40.2%in top 5

VIG

in top 522.1%

KBWPStockVIG

8.2%CBnot top 5

8.2%TRVnot top 5

8.1%MRSHnot top 5

8.0%PGRnot top 5

7.8%AONnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common2.6%

End-of-day Nov 4, 2026 · share of each fund

KBWP vs VIG Returns, Every Period

InvescoKBWP

+14.8%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

KBWPVIGFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: KBWP vs VIG

YTD

InvescoKBWP

+14.5%

VIGVanguard

+16.4%

+14.5%Year to date+16.4%

−12.0%Worst drop · 1Y−7.9%

18.3%Volatility · 1Y10.2%

1.7%Yield1.4%

$309MAssets$109B

3–1VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWP, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

KBWP0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: KBWP, VIG

1.71%highest, KBWP

FundTrailing yieldYield$10k

KBWP1.71%$171

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

KBWP$171 − $35 = $136

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: KBWP, VIG

Today

2.6%most shared, KBWP and VIG

KBWPVIG

KBWP—2.6%

VIG2.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.2%KBWP, at 18.3% volatility

VIGWorst drop−7.9%10.2% vol

KBWPWorst drop−12.0%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

KBWPVIG

+14.5%Year to date+16.4%

1.7%Yield1.4%

+26.2%Past year+18.9%

0.35%Fee0.04%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026