KBWD vs SCHD

AKBWD

BSCHD

Measures won1–5SCHD 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 drop0.0%SGOV · worst fall in 1Y

Held in common0.1%KBWD and SCHD

KBWD

SCHD

Invesco KBW High Dividend Yield Financial ETF · $342MSchwab U.S. Dividend Equity ETF · $120B

+4.1%3 years · per year$11,283 · $17,266+20.0%

−1.9%5 years · per year$9,094 · $16,267+10.2%

5.39%Expense ratio$539 · $6 on $10k · lower wins0.06%

15.99%12-mo yield$1,599 · $300 on $10k3.00%

−23.4%Worst dropSmaller wins−6.9%

17.5%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsKBWD · SCHD

2.1%APAM0.1%

3.7%WU0.1%

Held in common0.1%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
4	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

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
4	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

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 SCHD

KBWD

Invesco KBW High Dividend Yield Financial

$9,094

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureKBWDSCHD

Fee5.39%0.06%

Cost on $10k a year$539$6

Yield15.99%3.00%

5 years, per year−1.9%+10.2%

3 years, per year+4.1%+20.0%

Worst drop · 1Y−23.4%−6.9%

Volatility · 1Y17.5%11.7%

5–1measures won
SCHD first

0.1%

holdings shared

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$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

Overlap: KBWD, SCHD, SGOV, VIG

Today

14.5%most shared, SCHD and VIG

KBWDSCHDSGOVVIG

KBWD—0.1%[…]0.0%

SCHD0.1%—[…]14.5%

SGOV[…][…]—[…]

VIG0.0%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

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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