KBWD vs VIG

AKBWD

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

Lowest cost0.04%VIG · $4 on $10k

Most income15.61%KBWD · $1,561 on $10k

Smallest drop−6.9%SCHD · 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

+6.3%3 years · per year$12,018 · $17,533+20.6%

−1.3%5 years · per year$9,364 · $17,005+11.2%

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

15.61%12-mo yield$1,561 · $144 on $10k1.44%

−23.4%Worst dropSmaller wins−7.9%

17.4%VolatilityLower wins10.2%

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 4, 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.61%	+3.3%	−10.7%	−7.5%	+6.3%	−1.3%	−23.4%	$331M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.61%	+3.3%	−10.7%	−7.5%	+6.3%	−1.3%	−23.4%	$331M

End-of-day Nov 4, 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

$9,364

VIG

Vanguard Dividend Appreciation

$17,005

MeasureKBWDVIG

Fee5.39%0.04%

Cost on $10k a year$539$4

Yield15.61%1.44%

5 years, per year−1.3%+11.2%

3 years, per year+6.3%+20.6%

Worst drop · 1Y−23.4%−7.9%

Volatility · 1Y17.4%10.2%

5–1measures won
VIG first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: KBWD, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

KBWDVIGSCHD

KBWD—0.0%0.1%

VIG0.0%—14.5%

SCHD0.1%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,022most kept, KBWD

KBWD$1,561 − $539 = $1,022

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee