BDVL vs KBWP

ABDVL

BKBWP

Measures won3–1BDVL wins · of 6 · 5Y

$10,000 · 5Y$19,704KBWP

Lowest cost0.35%KBWP · $35 on $10k

Most income3.52%BDVL · $352 on $10k

Smallest drop−7.7%BDVL · worst fall in 1Y

Held in common3.6%BDVL and KBWP

BDVL

KBWP

iShares Disciplined Volatility Equity Active ETF · $1.8BInvesco KBW Property & Casualty Insurance ETF · $305M

[…]3 years · per year[…] · $17,199+19.8%

[…]5 years · per year[…] · $19,704+14.5%

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

3.52%12-mo yield$352 · $171 on $10k1.71%

−7.7%Worst dropSmaller wins−12.0%

9.8%VolatilityLower wins18.2%

3–1BDVL wins

$10,000 · 5 yearsOne scale

Shared top holdingsBDVL · KBWP

1.2%PGR7.9%

0.9%TRV8.2%

0.6%CB8.1%

0.5%ACGL4.2%

Held in common3.6%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BKBWP	Invesco KBW Property & Casualty Insurance ETFRead Desk		0.35%	1.71%	−0.5%	+14.0%	+22.6%	+19.8%	+14.5%	−12.0%	$305M
2	ABDVL	iShares Disciplined Volatility Equity Active ETFRead Desk		0.40%	3.52%	−3.0%	+5.6%	+8.1%	new	new	−7.7%	$1.8B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BKBWP	Invesco KBW Property & Casualty Insurance ETFRead Desk		0.35%	1.71%	−0.5%	+14.0%	+22.6%	+19.8%	+14.5%	−12.0%	$305M
2	ABDVL	iShares Disciplined Volatility Equity Active ETFRead Desk		0.40%	3.52%	−3.0%	+5.6%	+8.1%	new	new	−7.7%	$1.8B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BDVL vs KBWP

BDVL

iShares Disciplined Volatility Equity Active

[…]

KBWP

Invesco KBW Property & Casualty Insurance

$19,704

MeasureBDVLKBWP

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield3.52%1.71%

5 years, per year[…]+14.5%

3 years, per year[…]+19.8%

Worst drop · 1Y−7.7%−12.0%

Volatility · 1Y9.8%18.2%

3–1measures won
BDVL first

3.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: BDVL, KBWP

Today

3.6%most shared, BDVL and KBWP

BDVLKBWP

BDVL—3.6%

KBWP3.6%—

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

Income After Fees on $10,000

$312most kept, BDVL

BDVL$352 − $40 = $312

KBWP$171 − $35 = $136

KeptFee

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