KBWD vs VTI

AKBWD

BVTI

Measures won1–5VTI wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · VTI $16,332

Lowest cost0.03%VTI · $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 VTI

KBWD

VTI

Invesco KBW High Dividend Yield Financial ETF · $342MVanguard Morningstar Total Stock Market ETF · $689B

+5.1%3 years · per year$11,600 · $18,113+21.9%

−1.8%5 years · per year$9,148 · $16,332+10.3%

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 wins13.7%

1–5VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWD · VTI

1.6%PRU0.1%

3.1%NLY0.0%

3.1%AGNC0.0%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
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%	$342M

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
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%	$342M

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 VTI

KBWD

Invesco KBW High Dividend Yield Financial

$9,148

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureKBWDVTI

Fee5.39%0.03%

Cost on $10k a year$539$3

Yield15.86%1.10%

5 years, per year−1.8%+10.3%

3 years, per year+5.1%+21.9%

Worst drop · 1Y−23.4%−8.9%

Volatility · 1Y17.5%13.7%

5–1measures won
VTI 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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: KBWD, VTI, IVV

Today

86.5%most shared, VTI and IVV

KBWDVTIIVV

KBWD—0.1%0.1%

VTI0.1%—86.5%

IVV0.1%86.5%—

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

VTI$110 − $3 = $107

KeptFee

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