KBWD vs VIG

AKBWD

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,027DGRO · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income16.13%KBWD · $1,613 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common0.0%KBWD and VIG

KBWD

VIG

Invesco KBW High Dividend Yield Financial ETF · $335MVanguard Dividend Appreciation ETF · $109B

+5.4%3 years · per year$11,722 · $17,369+20.2%

−2.2%5 years · per year$8,948 · $16,495+10.5%

5.39%Expense ratio$539 · $4 on $10k · lower wins0.04%

16.13%12-mo yield$1,613 · $147 on $10k1.47%

−23.4%Worst dropSmaller wins−7.9%

17.1%VolatilityLower wins10.0%

1–5VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWD · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	16.13%	−1.4%	−13.6%	−10.4%	+5.4%	−2.2%	−23.4%	$335M

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

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	16.13%	−1.4%	−13.6%	−10.4%	+5.4%	−2.2%	−23.4%	$335M

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

Cards for this view

KBWD vs VIG

KBWD

Invesco KBW High Dividend Yield Financial

$8,948

VIG

Vanguard Dividend Appreciation

$16,495

MeasureKBWDVIG

Fee5.39%0.04%

Cost on $10k a year$539$4

Yield16.13%1.47%

5 years, per year−2.2%+10.5%

3 years, per year+5.4%+20.2%

Worst drop · 1Y−23.4%−7.9%

Volatility · 1Y17.1%10.0%

5–1measures won
VIG first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: KBWD, VIG, DGRO

Today

68.3%most shared, VIG and DGRO

KBWDVIGDGRO

KBWD—0.0%0.0%

VIG0.0%—68.3%

DGRO0.0%68.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,074most kept, KBWD

KBWD$1,613 − $539 = $1,074

DGRO$185 − $8 = $177

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee