Compare · 2 funds side by side · dividends reinvested

SCHD and KBWD

SCHDSchwab×KBWDInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

SCHD and KBWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.1

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.61%−10.7%−7.5%+6.3%−1.3%−23.4%17.4%$331M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: SCHD 2011 · KBWD 2010

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,881

SCHD

KBWD

Invesco KBW High Dividend Yield Financial ETF · $331M$9,364

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

SCHDMeasureKBWD

+35.3%Year to dateJan 1 → Nov 4−10.7%

+41.6%1 yearTotal return−7.5%

+21.4%3 years · per year$10,000 became $17,908 · $12,018+6.3%

+11.0%5 years · per year$10,000 became $16,881 · $9,364−1.3%

0.06%Expense ratio$6 · $539 a year on $10k · lower is better5.39%

2.91%Trailing 12-mo yield$291 · $1,561 a year on $10k15.61%

−6.9%Worst dropSmaller is better−23.4%

11.5%VolatilityLower is calmer17.4%

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

7–1SCHD wins

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

More Ways to See the Pairs

SCHD vs KBWD: Top 5 Holdings

Today

SCHD

21.6%in top 5

KBWD

in top 519.7%

SCHDStockKBWD

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

not top 5PMT4.2%

4.1%COPnot top 5

not top 5IVR4.1%

not top 5AINV3.9%

not top 5ARR3.8%

not top 5ORC3.8%

Held in common0.1%

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

SCHD vs KBWD Returns, Every Period

SchwabSCHD

+11.0%

5 years, per year

KBWDInvesco

−1.3%

5 years, per year

SCHDKBWDFaded: behind in that period

4–0SCHD wins

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

SCHD vs KBWD

YTD

SchwabSCHD

+35.3%

KBWDInvesco

−10.7%

+35.3%Year to date−10.7%

−6.9%Worst drop · 1Y−23.4%

11.5%Volatility · 1Y17.4%

2.9%Yield15.6%

$123BAssets$331M

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCHD, KBWD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

KBWD5.39%$539

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

Yields: SCHD, KBWD

15.61%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.61%$1,561

SCHD2.91%$291

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

Income After Fees on $10,000

$1,022most kept, KBWD

KBWD$1,561 − $539 = $1,022

SCHD$291 − $6 = $285

KeptFee

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

Overlap: SCHD, KBWD

Today

0.1%most shared, SCHD and KBWD

SCHDKBWD

SCHD—0.1%

KBWD0.1%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

KBWDWorst drop−23.4%17.4% vol

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

Paid More vs Made More

YTD

KBWDSCHD

−10.7%Year to date+35.3%

15.6%Yield2.9%

−7.5%Past year+41.6%

5.39%Fee0.06%

3–1SCHD wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026