DVDN vs KBWD

ADVDN

BKBWD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · KBWD $9,094

Lowest cost0.06%SCHD · $6 on $10k

Most income16.27%DVDN · $1,627 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common26.0%DVDN and KBWD

DVDN

KBWD

Kingsbarn Dividend Opportunity ETF · $3MInvesco KBW High Dividend Yield Financial ETF · $342M

[…]3 years · per year[…] · $11,283+4.1%

[…]5 years · per year[…] · $9,094−1.9%

0.90%Expense ratio$90 · $539 on $10k · lower wins5.39%

16.27%12-mo yield$1,627 · $1,599 on $10k15.99%

−33.3%Worst dropSmaller wins−23.4%

19.3%VolatilityLower wins17.5%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDVDN · KBWD

7.1%IVR4.1%

7.2%ORC3.9%

6.9%ARR3.9%

7.0%DX3.7%

Held in common26.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.99%	−0.8%	−12.9%	−10.1%	+4.1%	−1.9%	−23.4%	$342M
3	ADVDN	Kingsbarn Dividend Opportunity ETFRead Desk	0.90%	16.27%	−3.3%	−27.5%	−28.8%	new	new	−33.3%	$3M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.99%	−0.8%	−12.9%	−10.1%	+4.1%	−1.9%	−23.4%	$342M
3	ADVDN	Kingsbarn Dividend Opportunity ETFRead Desk	0.90%	16.27%	−3.3%	−27.5%	−28.8%	new	new	−33.3%	$3M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DVDN vs KBWD

DVDN

Kingsbarn Dividend Opportunity

[…]

KBWD

Invesco KBW High Dividend Yield Financial

$9,094

MeasureDVDNKBWD

Fee0.90%5.39%

Cost on $10k a year$90$539

Yield16.27%15.99%

5 years, per year[…]−1.9%

3 years, per year[…]+4.1%

Worst drop · 1Y−33.3%−23.4%

Volatility · 1Y19.3%17.5%

2–2measures won
level

26.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DVDN, KBWD, SCHD

Today

26.0%most shared, DVDN and KBWD

DVDNKBWDSCHD

DVDN—26.0%0.0%

KBWD26.0%—0.1%

SCHD0.0%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,537most kept, DVDN

DVDN$1,627 − $90 = $1,537

KBWD$1,599 − $539 = $1,060

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee