Compare · 3 funds side by side · dividends reinvested

RDIV, KBWB and IAT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,458RDIV · best of the three

02 / 04

RDIV, KBWB and IAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P Ultra Dividend Revenue ETFIncome · Dividend stocks0.39%3.37%+24.8%+26.6%+26.6%+14.2%−10.7%13.7%$1.5B1.6

Invesco KBW Bank ETFSectors · Financials0.35%2.05%+10.1%+21.2%+38.0%+8.2%−16.4%20.2%$6.8B2.1

iShares U.S. Regional Banks ETFSectors · Financials0.37%2.68%+13.1%+27.3%+28.7%+2.5%−17.5%20.6%$638M2.3

Rank among the three1st → 3rdFee, 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: RDIV 2013 · KBWB 2011 · IAT 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Ultra Dividend Revenue ETF · $1.5B$19,458

RDIV

KBWB

Invesco KBW Bank ETF · $6.8B$14,817

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

RDIVMeasureKBWB

+24.8%Year to dateJan 1 → Nov 4+10.1%

+26.6%1 yearTotal return+21.2%

+26.6%3 years · per year$10,000 became $20,283 · $26,300+38.0%

+14.2%5 years · per year$10,000 became $19,458 · $14,817+8.2%

0.39%Expense ratio$39 · $35 a year on $10k · lower is better0.35%

3.37%Trailing 12-mo yield$337 · $205 a year on $10k2.05%

−10.7%Worst dropSmaller is better−16.4%

13.7%VolatilityLower is calmer20.2%

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

6–2RDIV wins

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

More Ways to See the Pairs

RDIV vs KBWB: Top 5 Holdings

Today

RDIV

25.0%in top 5

KBWB

in top 538.3%

RDIVStockKBWB

not top 5WFC8.4%

not top 5JPM8.1%

not top 5GS7.4%

not top 5MS7.4%

not top 5BAC6.8%

5.2%CMCSAnot top 5

5.0%PRUnot top 5

5.0%Fnot top 5

4.9%PEPnot top 5

4.9%BMYnot top 5

Held in common4.5%

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

RDIV vs KBWB Returns, Every Period

InvescoRDIV

+14.2%

5 years, per year

KBWBInvesco

+8.2%

5 years, per year

RDIVKBWBFaded: behind in that period

3–1RDIV wins

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

Income vs Sector: RDIV vs IAT

YTD

InvescoRDIV

+24.8%

IATiShares

+13.1%

+24.8%Year to date+13.1%

−10.7%Worst drop · 1Y−17.5%

13.7%Volatility · 1Y20.6%

3.4%Yield2.7%

$1.5BAssets$638M

4–0RDIV wins

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

Cost, Income and Risk

Fees: RDIV, KBWB, IAT

Today

0.35%lowest, KBWB

FundExpense ratioFee$10k

KBWB0.35%$35

IAT0.37%$37

RDIV0.39%$39

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

Yields: RDIV, KBWB, IAT

3.37%highest, RDIV

FundTrailing yieldYield$10k

RDIV3.37%$337

IAT2.68%$268

KBWB2.05%$205

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

Income After Fees on $10,000

$298most kept, RDIV

RDIV$337 − $39 = $298

IAT$268 − $37 = $231

KBWB$205 − $35 = $170

KeptFee

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

Overlap: RDIV, KBWB, IAT

Today

41.6%most shared, KBWB and IAT

RDIVKBWBIAT

RDIV—4.5%4.5%

KBWB4.5%—41.6%

IAT4.5%41.6%—

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

Return vs Bumpiness: 3 ETFs

+27.3%IAT, at 20.6% volatility

RDIVWorst drop−10.7%13.7% vol

KBWBWorst drop−16.4%20.2% vol

IATWorst drop−17.5%20.6% vol

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

Paid More vs Made More

YTD

RDIVIAT

+24.8%Year to date+13.1%

3.4%Yield2.7%

+26.6%Past year+27.3%

0.39%Fee0.37%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

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

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