Compare · 2 funds side by side · dividends reinvested

KWH and SPLV

KWHGMO×SPLVInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,586SPLV · best of the two

02 / 03

KWH and SPLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 Low Volatility ETFUS Stock Styles · Factor0.25%2.13%+10.7%+12.0%+12.3%+6.3%−9.2%11.0%$7.5B1.0

GMO Power Infrastructure ETFThematic · Infrastructure0.60%0.00%[…][…][…][…][…][…]$54M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: KWH 2026 · SPLV 2011

Head to Head

Swap sides Versus in desk

Head to Head

GMO Power Infrastructure ETF · $54M[…]

KWH

SPLV

Invesco S&P 500 Low Volatility ETF · $7.5B$13,586

$10,000 five years ago, dividends reinvested · they hold 13.8% in common

KWHMeasureSPLV

[…]Year to dateJan 1 → Nov 5+10.7%

[…]1 yearTotal return+12.0%

[…]3 years · per year$10,000 became […] · $14,154+12.3%

[…]5 years · per year$10,000 became […] · $13,586+6.3%

0.60%Expense ratio$60 · $25 a year on $10k · lower is better0.25%

0.00%Trailing 12-mo yield$0 · $213 a year on $10k2.13%

[…]Worst dropSmaller is better−9.2%

[…]VolatilityLower is calmer11.0%

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

0–2SPLV wins

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

More Ways to See the Pairs

KWH vs SPLV: Top 5 Holdings

Today

KWH

15.2%in top 5

SPLV

in top 56.6%

KWHStockSPLV

4.0%SUnot top 5

3.0%ETNnot top 5

2.9%NEEnot top 5

2.8%NGGnot top 5

2.6%TTnot top 5

not top 5BRK-B1.5%

not top 5WEC1.3%

not top 5DUK1.3%

not top 5LNT1.3%

not top 5EVRG1.3%

Held in common13.8%

End-of-day Nov 5, 2026 · share of each fund

KWH vs SPLV Returns, Every Period

GMOKWH

[…]

past year

SPLVInvesco

+12.0%

past year

Returns […]

KWHSPLVFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Stocks: KWH vs SPLV

YTD

GMOKWH

[…]

SPLVInvesco

+10.7%

[…]Year to date+10.7%

[…]Worst drop · 1Y−9.2%

[…]Volatility · 1Y11.0%

0.0%Yield2.1%

$54.0MAssets$7.5B

1–0SPLV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KWH, SPLV

Today

0.25%lowest, SPLV

FundExpense ratioFee$10k

SPLV0.25%$25

KWH0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: KWH, SPLV

2.13%highest, SPLV

FundTrailing yieldYield$10k

SPLV2.13%$213

KWH0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$188most kept, SPLV

SPLV$213 − $25 = $188

KWH$0 − $60 = −$60

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: KWH, SPLV

Today

13.8%most shared, KWH and SPLV

KWHSPLV

KWH—13.8%

SPLV13.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.0%SPLV, at 11.0% volatility

SPLVWorst drop−9.2%11.0% vol

KWHWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026