KBWD vs IVV

AKBWD

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

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

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

Held in common0.1%KBWD and IVV

KBWD

IVV

Invesco KBW High Dividend Yield Financial ETF · $331MiShares Core S&P 500 ETF · $853B

+3.3%3 years · per year$11,026 · $18,159+22.0%

−1.9%5 years · per year$9,095 · $17,545+11.9%

5.39%Expense ratio$539 · $3 on $10k · lower wins0.03%

15.83%12-mo yield$1,583 · $111 on $10k1.11%

−23.4%Worst dropSmaller wins−8.9%

17.5%VolatilityLower wins13.8%

1–5IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsKBWD · IVV

1.5%PRU0.1%

1.3%BEN0.0%

Held in common0.1%

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	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
4	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

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	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
4	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

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 IVV

KBWD

Invesco KBW High Dividend Yield Financial

$9,095

IVV

iShares Core S&P 500

$17,545

MeasureKBWDIVV

Fee5.39%0.03%

Cost on $10k a year$539$3

Yield15.83%1.11%

5 years, per year−1.9%+11.9%

3 years, per year+3.3%+22.0%

Worst drop · 1Y−23.4%−8.9%

Volatility · 1Y17.5%13.8%

5–1measures won
IVV first

0.1%

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

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: KBWD, IVV, SCHD, SPY

Today

99.9%most shared, IVV and SPY

KBWDIVVSCHDSPY

KBWD—0.1%0.1%0.1%

IVV0.1%—8.6%99.9%

SCHD0.1%8.6%—8.6%

SPY0.1%99.9%8.6%—

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

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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