KBWD vs VYM

AKBWD

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$17,305VYM · KBWD $8,948

Lowest cost0.04%VYM · $4 on $10k

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

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.3%KBWD and VYM

KBWD

VYM

Invesco KBW High Dividend Yield Financial ETF · $335MVanguard High Dividend Yield ETF · $78.9B

+5.4%3 years · per year$11,722 · $17,952+21.5%

−2.2%5 years · per year$8,948 · $17,305+11.6%

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

16.13%12-mo yield$1,613 · $225 on $10k2.25%

−23.4%Worst dropSmaller wins−6.7%

17.1%VolatilityLower wins10.0%

1–5VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBWD · VYM

1.5%PRU0.2%

1.2%BEN0.0%

1.3%LNC0.0%

2.0%OWL0.0%

Held in common0.3%

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	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 VYM

KBWD

Invesco KBW High Dividend Yield Financial

$8,948

VYM

Vanguard High Dividend Yield

$17,305

MeasureKBWDVYM

Fee5.39%0.04%

Cost on $10k a year$539$4

Yield16.13%2.25%

5 years, per year−2.2%+11.6%

3 years, per year+5.4%+21.5%

Worst drop · 1Y−23.4%−6.7%

Volatility · 1Y17.1%10.0%

5–1measures won
VYM first

0.3%

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, VYM

Today

0.3%most shared, KBWD and VYM

KBWDVYM

KBWD—0.3%

VYM0.3%—

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

VYM$225 − $4 = $221

KeptFee

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