KBWD vs SPY

AKBWD

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · KBWD $9,364

Lowest cost0.09%SPY · $9 on $10k

Most income15.61%KBWD · $1,561 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.1%KBWD and SPY

KBWD

SPY

Invesco KBW High Dividend Yield Financial ETF · $335MState Street SPDR S&P 500 ETF · $798B

+6.3%3 years · per year$12,018 · $19,132+24.1%

−1.3%5 years · per year$9,364 · $18,060+12.6%

5.39%Expense ratio$539 · $9 on $10k · lower wins0.09%

15.61%12-mo yield$1,561 · $99 on $10k0.99%

−23.4%Worst dropSmaller wins−8.9%

17.4%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBWD · SPY

1.6%PRU0.1%

1.2%BEN0.0%

Held in common0.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk		5.39%	15.61%	+3.3%	−10.7%	−7.5%	+6.3%	−1.3%	−23.4%	$335M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk		5.39%	15.61%	+3.3%	−10.7%	−7.5%	+6.3%	−1.3%	−23.4%	$335M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

KBWD vs SPY

KBWD

Invesco KBW High Dividend Yield Financial

$9,364

SPY

SPDR S&P 500

$18,060

MeasureKBWDSPY

Fee5.39%0.09%

Cost on $10k a year$539$9

Yield15.61%0.99%

5 years, per year−1.3%+12.6%

3 years, per year+6.3%+24.1%

Worst drop · 1Y−23.4%−8.9%

Volatility · 1Y17.4%12.9%

5–1measures won
SPY first

0.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: KBWD, SPY

Today

0.1%most shared, KBWD and SPY

KBWDSPY

KBWD—0.1%

SPY0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,022most kept, KBWD

KBWD$1,561 − $539 = $1,022

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee