KBWD vs VYM

AKBWD

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · VIG $16,243

Lowest cost0.04%VYM · $4 on $10k

Most income15.99%KBWD · $1,599 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 · $331MVanguard High Dividend Yield ETF · $78.9B

+4.1%3 years · per year$11,283 · $17,107+19.6%

−1.9%5 years · per year$9,094 · $16,941+11.1%

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

15.99%12-mo yield$1,599 · $231 on $10k2.31%

−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%

1.2%BEN0.0%

1.3%LNC0.0%

1.9%OWL0.0%

Held in common0.3%

End-of-day Nov 6, 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%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.99%	−0.8%	−12.9%	−10.1%	+4.1%	−1.9%	−23.4%	$331M

End-of-day Nov 6, 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%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.99%	−0.8%	−12.9%	−10.1%	+4.1%	−1.9%	−23.4%	$331M

End-of-day Nov 6, 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

$9,094

VYM

Vanguard High Dividend Yield

$16,941

MeasureKBWDVYM

Fee5.39%0.04%

Cost on $10k a year$539$4

Yield15.99%2.31%

5 years, per year−1.9%+11.1%

3 years, per year+4.1%+19.6%

Worst drop · 1Y−23.4%−6.7%

Volatility · 1Y17.5%10.6%

5–1measures won
VYM first

0.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: KBWD, VYM, VIG

Today

60.6%most shared, VYM and VIG

KBWDVYMVIG

KBWD—0.3%0.0%

VYM0.3%—60.6%

VIG0.0%60.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,060most kept, KBWD

KBWD$1,599 − $539 = $1,060

VYM$231 − $4 = $227

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee