KBWD vs SPYM

AKBWD

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SPY $17,118

Lowest cost0.02%SPYM · $2 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 SPYM

KBWD

SPYM

Invesco KBW High Dividend Yield Financial ETF · $342MState Street SPDR Portfolio S&P 500 ETF · $182B

+4.1%3 years · per year$11,283 · $18,082+21.8%

−1.9%5 years · per year$9,094 · $17,192+11.4%

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

15.99%12-mo yield$1,599 · $105 on $10k1.05%

−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%

1.2%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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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%	$342M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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%	$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 SPYM

KBWD

Invesco KBW High Dividend Yield Financial

$9,094

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureKBWDSPYM

Fee5.39%0.02%

Cost on $10k a year$539$2

Yield15.99%1.05%

5 years, per year−1.9%+11.4%

3 years, per year+4.1%+21.8%

Worst drop · 1Y−23.4%−8.9%

Volatility · 1Y17.5%13.6%

5–1measures won
SPYM first

0.1%

holdings shared

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

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, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

KBWDSPYMSPY

KBWD—0.1%0.1%

SPYM0.1%—99.9%

SPY0.1%99.9%—

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

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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