KBWD vs VIG

AKBWD

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VIG $16,638

Lowest cost0.03%IVV · $3 on $10k

Most income15.83%KBWD · $1,583 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.0%KBWD and VIG

KBWD

VIG

Invesco KBW High Dividend Yield Financial ETF · $331MVanguard Dividend Appreciation ETF · $109B

+3.3%3 years · per year$11,026 · $16,775+18.8%

−1.9%5 years · per year$9,095 · $16,638+10.7%

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

15.83%12-mo yield$1,583 · $146 on $10k1.46%

−23.4%Worst dropSmaller wins−7.9%

17.5%VolatilityLower wins11.0%

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 9, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.83%	+1.0%	−12.0%	−9.1%	+3.3%	−1.9%	−23.4%	$331M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.83%	+1.0%	−12.0%	−9.1%	+3.3%	−1.9%	−23.4%	$331M

End-of-day Nov 9, 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

$9,095

VIG

Vanguard Dividend Appreciation

$16,638

MeasureKBWDVIG

Fee5.39%0.04%

Cost on $10k a year$539$4

Yield15.83%1.46%

5 years, per year−1.9%+10.7%

3 years, per year+3.3%+18.8%

Worst drop · 1Y−23.4%−7.9%

Volatility · 1Y17.5%11.0%

5–1measures won
VIG first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: KBWD, VIG, IVV

Today

42.6%most shared, VIG and IVV

KBWDVIGIVV

KBWD—0.0%0.1%

VIG0.0%—42.6%

IVV0.1%42.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,044most kept, KBWD

KBWD$1,583 − $539 = $1,044

VIG$146 − $4 = $142

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee