KBWD vs CGDV

AKBWD

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · SCHD $16,459

Lowest cost0.04%VYM · $4 on $10k

Most income15.83%KBWD · $1,583 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.0%KBWD and CGDV

KBWD

CGDV

Invesco KBW High Dividend Yield Financial ETF · $331MCapital Group Dividend Value ETF · $37.8B

+3.3%3 years · per year$11,026 · $18,934+23.7%

−1.9%5 years · per year$9,095 · […][…]

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

15.83%12-mo yield$1,583 · $124 on $10k1.24%

−23.4%Worst dropSmaller wins−9.7%

17.5%VolatilityLower wins13.5%

1–4CGDV wins

$10,000 · 5 yearsAll four, 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 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.83%	+1.0%	−12.0%	−9.1%	+3.3%	−1.9%	−23.4%	$331M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.83%	+1.0%	−12.0%	−9.1%	+3.3%	−1.9%	−23.4%	$331M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 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

$9,095

CGDV

Capital Group Dividend Value

[…]

MeasureKBWDCGDV

Fee5.39%0.33%

Cost on $10k a year$539$33

Yield15.83%1.24%

5 years, per year−1.9%[…]

3 years, per year+3.3%+23.7%

Worst drop · 1Y−23.4%−9.7%

Volatility · 1Y17.5%13.5%

4–1measures won
CGDV first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: KBWD, CGDV, SCHD, VYM

Today

22.8%most shared, CGDV and VYM

KBWDCGDVSCHDVYM

KBWD—0.0%0.1%0.3%

CGDV0.0%—5.8%22.8%

SCHD0.1%5.8%—21.9%

VYM0.3%22.8%21.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,044most kept, KBWD

KBWD$1,583 − $539 = $1,044

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee