KBWD vs CGDV

AKBWD

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income15.99%KBWD · $1,599 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 · $342MCapital Group Dividend Value ETF · $39.5B

+4.1%3 years · per year$11,283 · $18,840+23.5%

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

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

15.99%12-mo yield$1,599 · $127 on $10k1.27%

−23.4%Worst dropSmaller wins−9.7%

17.5%VolatilityLower wins13.4%

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 6, 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	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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AKBWD	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
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

All Four

5Y4 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AKBWD	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
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

KBWD vs CGDV

KBWD

Invesco KBW High Dividend Yield Financial

$9,094

CGDV

Capital Group Dividend Value

[…]

MeasureKBWDCGDV

Fee5.39%0.33%

Cost on $10k a year$539$33

Yield15.99%1.27%

5 years, per year−1.9%[…]

3 years, per year+4.1%+23.5%

Worst drop · 1Y−23.4%−9.7%

Volatility · 1Y17.5%13.4%

4–1measures won
CGDV first

0.0%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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: KBWD, CGDV, VIG, SCHD

Today

29.4%most shared, CGDV and VIG

KBWDCGDVVIGSCHD

KBWD—0.0%0.0%0.1%

CGDV0.0%—29.4%5.9%

VIG0.0%29.4%—14.5%

SCHD0.1%5.9%14.5%—

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

Income After Fees on $10,000

$1,060most kept, KBWD

KBWD$1,599 − $539 = $1,060

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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