Compare · 3 funds side by side · dividends reinvested

SPGP, BDVL and KBWP

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,077KBWP · best of the three

02 / 04

SPGP, BDVL and KBWP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Property & Casualty Insurance ETFSectors · Financials0.35%1.75%+11.4%+22.5%+20.1%+13.8%−12.0%18.1%$309M1.8

Invesco S&P 500 GARP ETFUS Stock Styles · Large cap0.34%0.77%+9.8%+11.4%+14.2%+7.5%−11.2%15.3%$2.1B2.0

iShares Disciplined Volatility Equity Active ETFUnsorted0.40%3.47%+7.1%+9.1%[…][…]−7.7%9.2%$1.8B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SPGP 2011 · BDVL 2017 · KBWP 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 GARP ETF · $2.1B$14,341

SPGP

BDVL

iShares Disciplined Volatility Equity Active ETF · $1.8B[…]

$10,000 five years ago, dividends reinvested · they hold 15.1% in common

SPGPMeasureBDVL

+9.8%Year to dateJan 1 → Nov 3+7.1%

+11.4%1 yearTotal return+9.1%

+14.2%3 years · per year$10,000 became $14,878 · […][…]

+7.5%5 years · per year$10,000 became $14,341 · […][…]

0.34%Expense ratio$34 · $40 a year on $10k · lower is better0.40%

0.77%Trailing 12-mo yield$77 · $347 a year on $10k3.47%

−11.2%Worst dropSmaller is better−7.7%

15.3%VolatilityLower is calmer9.2%

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

3–3Level

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

More Ways to See the Pairs

SPGP vs BDVL: Top 5 Holdings

Today

SPGP

11.0%in top 5

BDVL

in top 58.1%

SPGPStockBDVL

2.3%LLYnot top 5

2.2%CINFnot top 5

2.2%NVDAnot top 5

2.2%PGR1.2%

2.2%ACGLnot top 5

not top 5ASML.AS1.9%

not top 5MA1.9%

not top 5MSFT1.7%

not top 5AMZN1.3%

Held in common15.1%

End-of-day Nov 3, 2026 · share of each fund

SPGP vs BDVL Returns, Every Period

InvescoSPGP

+11.4%

past year

BDVLiShares

+9.1%

past year

SPGPBDVLFaded: behind in that period

2–0SPGP wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Unsorted: SPGP vs BDVL

YTD

InvescoSPGP

+9.8%

BDVLiShares

+7.1%

+9.8%Year to date+7.1%

−11.2%Worst drop · 1Y−7.7%

15.3%Volatility · 1Y9.2%

0.8%Yield3.5%

$2.1BAssets$1.8B

3–1BDVL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPGP, BDVL, KBWP

Today

0.34%lowest, SPGP

FundExpense ratioFee$10k

SPGP0.34%$34

KBWP0.35%$35

BDVL0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SPGP, BDVL, KBWP

3.47%highest, BDVL

FundTrailing yieldYield$10k

BDVL3.47%$347

KBWP1.75%$175

SPGP0.77%$77

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$307most kept, BDVL

BDVL$347 − $40 = $307

KBWP$175 − $35 = $140

SPGP$77 − $34 = $43

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SPGP, BDVL, KBWP

Today

15.9%most shared, SPGP and KBWP

SPGPBDVLKBWP

SPGP—15.1%15.9%

BDVL15.1%—3.6%

KBWP15.9%3.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.5%KBWP, at 18.1% volatility

BDVLWorst drop−7.7%9.2% vol

SPGPWorst drop−11.2%15.3% vol

KBWPWorst drop−12.0%18.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BDVLKBWP

+7.1%Year to date+11.4%

3.5%Yield1.8%

+9.1%Past year+22.5%

0.40%Fee0.35%

3–1KBWP wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026