KBWD vs VOO

AKBWD

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 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 VOO

KBWD

VOO

Invesco KBW High Dividend Yield Financial ETF · $331MVanguard S&P 500 ETF · $1.00T

+5.1%3 years · per year$11,600 · $18,224+22.1%

−1.8%5 years · per year$9,148 · $17,156+11.4%

5.39%Expense ratio$539 · $3 on $10k · lower wins0.03%

15.86%12-mo yield$1,586 · $110 on $10k1.10%

−23.4%Worst dropSmaller wins−8.9%

17.5%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWD · VOO

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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 VOO

KBWD

Invesco KBW High Dividend Yield Financial

$9,148

VOO

Vanguard S&P 500

$17,156

MeasureKBWDVOO

Fee5.39%0.03%

Cost on $10k a year$539$3

Yield15.86%1.10%

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%13.5%

5–1measures won
VOO 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: KBWD, VOO, IVV

Today

93.5%most shared, VOO and IVV

KBWDVOOIVV

KBWD—0.1%0.1%

VOO0.1%—93.5%

IVV0.1%93.5%—

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

VOO$110 − $3 = $107

KeptFee

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