KBWD vs VYM

AKBWD

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · SCHD $16,375

Lowest cost0.04%VYM · $4 on $10k

Most income15.86%KBWD · $1,586 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 · $342MVanguard High Dividend Yield ETF · $78.9B

+5.1%3 years · per year$11,600 · $17,266+20.0%

−1.8%5 years · per year$9,148 · $17,002+11.2%

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

15.86%12-mo yield$1,586 · $230 on $10k2.30%

−23.4%Worst dropSmaller wins−6.7%

17.5%VolatilityLower wins10.6%

1–5VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWD · VYM

1.6%PRU0.2%

1.3%BEN0.0%

1.3%LNC0.0%

2.0%OWL0.0%

Held in common0.3%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
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 VYM

KBWD

Invesco KBW High Dividend Yield Financial

$9,148

VYM

Vanguard High Dividend Yield

$17,002

MeasureKBWDVYM

Fee5.39%0.04%

Cost on $10k a year$539$4

Yield15.86%2.30%

5 years, per year−1.8%+11.2%

3 years, per year+5.1%+20.0%

Worst drop · 1Y−23.4%−6.7%

Volatility · 1Y17.5%10.6%

5–1measures won
VYM first

0.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

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

Overlap: KBWD, VYM, SCHD

Today

21.9%most shared, VYM and SCHD

KBWDVYMSCHD

KBWD—0.3%0.1%

VYM0.3%—21.9%

SCHD0.1%21.9%—

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

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

KeptFee

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