KBWY vs IVV

AKBWY

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income8.87%KBWY · $887 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.0%KBWY and IVV

KBWY

IVV

Invesco KBW Premium Yield Equity REIT ETF · $286MiShares Core S&P 500 ETF · $853B

+9.3%3 years · per year$13,046 · $18,084+21.8%

+0.9%5 years · per year$10,466 · $17,177+11.4%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

8.87%12-mo yield$887 · $114 on $10k1.14%

−15.1%Worst dropSmaller wins−8.9%

17.3%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWY · IVV

3.2%DOC0.0%

2.8%ARE0.0%

Held in common0.0%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AKBWY	Invesco KBW Premium Yield Equity REIT ETFRead Desk	0.35%	8.87%	−0.6%	+15.7%	+20.0%	+9.3%	+0.9%	−15.1%	$286M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AKBWY	Invesco KBW Premium Yield Equity REIT ETFRead Desk	0.35%	8.87%	−0.6%	+15.7%	+20.0%	+9.3%	+0.9%	−15.1%	$286M

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

KBWY vs IVV

KBWY

Invesco KBW Premium Yield Equity REIT

$10,466

IVV

iShares Core S&P 500

$17,177

MeasureKBWYIVV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield8.87%1.14%

5 years, per year+0.9%+11.4%

3 years, per year+9.3%+21.8%

Worst drop · 1Y−15.1%−8.9%

Volatility · 1Y17.3%13.6%

5–1measures won
IVV first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

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

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: KBWY, IVV, VOO

Today

92.2%most shared, IVV and VOO

KBWYIVVVOO

KBWY—0.0%0.0%

IVV0.0%—92.2%

VOO0.0%92.2%—

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

Income After Fees on $10,000

$852most kept, KBWY

KBWY$887 − $35 = $852

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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