KBWD vs SPYM

AKBWD

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · IVV $17,151

Lowest cost0.02%SPYM · $2 on $10k

Most income15.86%KBWD · $1,586 on $10k

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

Held in common0.1%KBWD and SPYM

KBWD

SPYM

Invesco KBW High Dividend Yield Financial ETF · $331MState Street SPDR Portfolio S&P 500 ETF · $182B

+5.1%3 years · per year$11,600 · $18,222+22.1%

−1.8%5 years · per year$9,148 · $17,164+11.4%

5.39%Expense ratio$539 · $2 on $10k · lower wins0.02%

15.86%12-mo yield$1,586 · $106 on $10k1.06%

−23.4%Worst dropSmaller wins−8.9%

17.5%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWD · SPYM

1.6%PRU0.1%

1.3%BEN0.0%

Held in common0.1%

End-of-day Nov 5, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.86%	−1.6%	−12.1%	−9.0%	+5.1%	−1.8%	−23.4%	$331M

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.86%	−1.6%	−12.1%	−9.0%	+5.1%	−1.8%	−23.4%	$331M

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

Cards for this view

KBWD vs SPYM

KBWD

Invesco KBW High Dividend Yield Financial

$9,148

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureKBWDSPYM

Fee5.39%0.02%

Cost on $10k a year$539$2

Yield15.86%1.06%

5 years, per year−1.8%+11.4%

3 years, per year+5.1%+22.1%

Worst drop · 1Y−23.4%−8.9%

Volatility · 1Y17.5%13.6%

5–1measures won
SPYM first

0.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: KBWD, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

KBWDSPYMIVV

KBWD—0.1%0.1%

SPYM0.1%—99.9%

IVV0.1%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,047most kept, KBWD

KBWD$1,586 − $539 = $1,047

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee