KBWB vs BGIG

AKBWB

BBGIG

Measures won3–2KBWB wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · KBWB $14,125

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.1%BGIG · worst fall in 1Y

Held in common6.7%KBWB and BGIG

KBWB

BGIG

Invesco KBW Bank ETF · $6.5BBahl & Gaynor Income Growth ETF · $2.2B

+35.6%3 years · per year$24,920 · $16,575+18.3%

+7.2%5 years · per year$14,125 · […][…]

0.35%Expense ratio$35 · $45 on $10k · lower wins0.45%

2.13%12-mo yield$213 · $172 on $10k1.72%

−16.4%Worst dropSmaller wins−6.1%

20.5%VolatilityLower wins9.5%

3–2KBWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWB · BGIG

4.1%PNC3.7%

8.2%JPM3.0%

Held in common6.7%

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%	$119.9B
2	AKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.13%	−0.5%	+5.7%	+16.1%	+35.6%	+7.2%	−16.4%	$6.5B
3	BBGIG	Bahl & Gaynor Income Growth ETFRead Desk	0.45%	1.72%	−0.1%	+13.4%	+15.6%	+18.3%	new	−6.1%	$2.2B

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%	$119.9B
2	AKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.13%	−0.5%	+5.7%	+16.1%	+35.6%	+7.2%	−16.4%	$6.5B
3	BBGIG	Bahl & Gaynor Income Growth ETFRead Desk	0.45%	1.72%	−0.1%	+13.4%	+15.6%	+18.3%	new	−6.1%	$2.2B

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

KBWB vs BGIG

KBWB

Invesco KBW Bank

$14,125

BGIG

Bahl & Gaynor Income Growth

[…]

MeasureKBWBBGIG

Fee0.35%0.45%

Cost on $10k a year$35$45

Yield2.13%1.72%

5 years, per year+7.2%[…]

3 years, per year+35.6%+18.3%

Worst drop · 1Y−16.4%−6.1%

Volatility · 1Y20.5%9.5%

3–2measures won
KBWB first

6.7%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: KBWB, BGIG, SCHD

Today

16.7%most shared, BGIG and SCHD

KBWBBGIGSCHD

KBWB—6.7%2.2%

BGIG6.7%—16.7%

SCHD2.2%16.7%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

KBWB$213 − $35 = $178

BGIG$172 − $45 = $127

KeptFee

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