Compare · 2 funds side by side · dividends reinvested

KBWY and VOO

KBWYInvesco×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

KBWY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

Invesco KBW Premium Yield Equity REIT ETFIncome · Premium income0.35%8.63%+18.9%+24.0%+11.1%+1.3%−15.1%17.2%$289M1.6

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: KBWY 2010 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Premium Yield Equity REIT ETF · $289M$10,669

KBWY

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

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

KBWYMeasureVOO

+18.9%Year to dateJan 1 → Nov 4+13.4%

+24.0%1 yearTotal return+13.5%

+11.1%3 years · per year$10,000 became $13,711 · $19,172+24.2%

+1.3%5 years · per year$10,000 became $10,669 · $18,115+12.6%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

8.63%Trailing 12-mo yield$863 · $105 a year on $10k1.05%

−15.1%Worst dropSmaller is better−8.9%

17.2%VolatilityLower is calmer12.8%

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

3–5VOO wins

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

More Ways to See the Pairs

KBWY vs VOO: Top 5 Holdings

Today

KBWY

25.5%in top 5

VOO

in top 528.3%

KBWYStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

7.2%IIPRnot top 5

not top 5MSFT5.8%

4.8%MRPnot top 5

4.6%GOODnot top 5

4.5%CHCTnot top 5

4.4%AHRTnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.0%

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

KBWY vs VOO Returns, Every Period

InvescoKBWY

+1.3%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

KBWYVOOFaded: behind in that period

2–2Level

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

Income vs Core: KBWY vs VOO

YTD

InvescoKBWY

+18.9%

VOOVanguard

+13.4%

+18.9%Year to date+13.4%

−15.1%Worst drop · 1Y−8.9%

17.2%Volatility · 1Y12.8%

8.6%Yield1.1%

$289MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: KBWY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

KBWY0.35%$35

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

Yields: KBWY, VOO

8.63%highest, KBWY

FundTrailing yieldYield$10k

KBWY8.63%$863

VOO1.05%$105

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

Income After Fees on $10,000

$828most kept, KBWY

KBWY$863 − $35 = $828

VOO$105 − $3 = $102

KeptFee

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

Overlap: KBWY, VOO

Today

0.0%most shared, KBWY and VOO

KBWYVOO

KBWY—0.0%

VOO0.0%—

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

Return vs Bumpiness: 2 ETFs

+24.0%KBWY, at 17.2% volatility

VOOWorst drop−8.9%12.8% vol

KBWYWorst drop−15.1%17.2% vol

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

Paid More vs Made More

YTD

KBWYVOO

+18.9%Year to date+13.4%

8.6%Yield1.1%

+24.0%Past year+13.5%

0.35%Fee0.03%

3–1KBWY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

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