KBWD vs BND

AKBWD

BBND

Measures won1–5BND wins · of 6 · 5Y

$10,000 · 5Y$9,974BND · KBWD $9,094

Lowest cost0.03%BND · $3 on $10k

Most income15.99%KBWD · $1,599 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common[…]KBWD and BND

KBWD

BND

Invesco KBW High Dividend Yield Financial ETF · $342MVanguard Total Bond Market ETF · $161B

+4.1%3 years · per year$11,283 · $11,637+5.2%

−1.9%5 years · per year$9,094 · $9,974−0.1%

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

15.99%12-mo yield$1,599 · $412 on $10k4.12%

−23.4%Worst dropSmaller wins−4.5%

17.5%VolatilityLower wins4.0%

1–5BND wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWD · BND

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

Held in common[…]

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 Three

5Y3 funds

#
1	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
2	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
3	REM	iShares Mortgage Real Estate ETFRead Desk	0.48%	11.52%	−1.7%	−18.0%	−15.1%	+3.6%	−6.2%	−26.3%	$442M

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

All Three

5Y3 funds

#
1	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
2	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
3	REM	iShares Mortgage Real Estate ETFRead Desk	0.48%	11.52%	−1.7%	−18.0%	−15.1%	+3.6%	−6.2%	−26.3%	$442M

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 BND

KBWD

Invesco KBW High Dividend Yield Financial

$9,094

BND

Vanguard Total Bond Market

$9,974

MeasureKBWDBND

Fee5.39%0.03%

Cost on $10k a year$539$3

Yield15.99%4.12%

5 years, per year−1.9%−0.1%

3 years, per year+4.1%+5.2%

Worst drop · 1Y−23.4%−4.5%

Volatility · 1Y17.5%4.0%

5–1measures won
BND first

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

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

Overlap: KBWD, REM, BND

Today

29.2%most shared, KBWD and REM

KBWDREMBND

KBWD—29.2%[…]

REM29.2%—[…]

BND[…][…]—

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

Income After Fees on $10,000

$1,104most kept, REM

REM$1,152 − $48 = $1,104

KBWD$1,599 − $539 = $1,060

BND$412 − $3 = $409

KeptFee

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