KBWB vs VIG

AKBWB

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · KBWB $14,817

Lowest cost0.04%VIG · $4 on $10k

Most income2.05%KBWB · $205 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common8.8%KBWB and VIG

KBWB

VIG

Invesco KBW Bank ETF · $6.7BVanguard Dividend Appreciation ETF · $109B

+38.0%3 years · per year$26,300 · $17,533+20.6%

+8.2%5 years · per year$14,817 · $17,005+11.2%

0.35%Expense ratio$35 · $4 on $10k · lower wins0.04%

2.05%12-mo yield$205 · $144 on $10k1.44%

−16.4%Worst dropSmaller wins−7.9%

20.2%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBWB · VIG

8.1%JPM3.9%

6.8%BAC1.6%

7.4%GS1.1%

7.4%MS1.0%

Held in common8.8%

End-of-day Nov 4, 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

KBWB vs VIG

KBWB

Invesco KBW Bank

$14,817

VIG

Vanguard Dividend Appreciation

$17,005

MeasureKBWBVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield2.05%1.44%

5 years, per year+8.2%+11.2%

3 years, per year+38.0%+20.6%

Worst drop · 1Y−16.4%−7.9%

Volatility · 1Y20.2%10.2%

4–2measures won
VIG first

8.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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

Overlap: KBWB, VIG

Today

8.8%most shared, KBWB and VIG

KBWBVIG

KBWB—8.8%

VIG8.8%—

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

Income After Fees on $10,000

$170most kept, KBWB

KBWB$205 − $35 = $170

VIG$144 − $4 = $140

KeptFee

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