KBWD vs CGDV

AKBWD

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · KBWD $9,364

Lowest cost0.06%SCHD · $6 on $10k

Most income15.61%KBWD · $1,561 on $10k

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

Held in common0.0%KBWD and CGDV

KBWD

CGDV

Invesco KBW High Dividend Yield Financial ETF · $335MCapital Group Dividend Value ETF · $38.8B

+6.3%3 years · per year$12,018 · $20,044+26.1%

−1.3%5 years · per year$9,364 · […][…]

5.39%Expense ratio$539 · $33 on $10k · lower wins0.33%

15.61%12-mo yield$1,561 · $122 on $10k1.22%

−23.4%Worst dropSmaller wins−9.7%

17.4%VolatilityLower wins12.6%

1–4CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWD · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.61%	+3.3%	−10.7%	−7.5%	+6.3%	−1.3%	−23.4%	$335M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.61%	+3.3%	−10.7%	−7.5%	+6.3%	−1.3%	−23.4%	$335M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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

KBWD vs CGDV

KBWD

Invesco KBW High Dividend Yield Financial

$9,364

CGDV

Capital Group Dividend Value

[…]

MeasureKBWDCGDV

Fee5.39%0.33%

Cost on $10k a year$539$33

Yield15.61%1.22%

5 years, per year−1.3%[…]

3 years, per year+6.3%+26.1%

Worst drop · 1Y−23.4%−9.7%

Volatility · 1Y17.4%12.6%

4–1measures won
CGDV first

0.0%

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%

$121BAssets$109B

2–0SCHD 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: KBWD, CGDV, SCHD

Today

5.7%most shared, CGDV and SCHD

KBWDCGDVSCHD

KBWD—0.0%0.1%

CGDV0.0%—5.7%

SCHD0.1%5.7%—

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

Income After Fees on $10,000

$1,022most kept, KBWD

KBWD$1,561 − $539 = $1,022

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

KeptFee

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