KBWD vs SPY

AKBWD

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income15.99%KBWD · $1,599 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 · $331MState Street SPDR S&P 500 ETF · $778B

+4.1%3 years · per year$11,283 · $18,039+21.7%

−1.9%5 years · per year$9,094 · $17,118+11.3%

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

15.99%12-mo yield$1,599 · $103 on $10k1.03%

−23.4%Worst dropSmaller wins−8.9%

17.5%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWD · SPY

1.6%PRU0.1%

1.2%BEN0.0%

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 Three

5Y3 funds

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
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%	$331M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
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%	$331M

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 SPY

KBWD

Invesco KBW High Dividend Yield Financial

$9,094

SPY

SPDR S&P 500

$17,118

MeasureKBWDSPY

Fee5.39%0.09%

Cost on $10k a year$539$9

Yield15.99%1.03%

5 years, per year−1.9%+11.3%

3 years, per year+4.1%+21.7%

Worst drop · 1Y−23.4%−8.9%

Volatility · 1Y17.5%13.6%

5–1measures won
SPY first

0.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

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

Overlap: KBWD, SPY, VTI

Today

85.5%most shared, SPY and VTI

KBWDSPYVTI

KBWD—0.1%0.1%

SPY0.1%—85.5%

VTI0.1%85.5%—

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

VTI$109 − $3 = $106

SPY$103 − $9 = $94

KeptFee

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