RDIV vs KBWB

ARDIV

BKBWB

Measures won4–2RDIV wins · of 6 · 5Y

$10,000 · 5Y$19,458RDIV · KBWB $14,817

Lowest cost0.35%KBWB · $35 on $10k

Most income3.37%RDIV · $337 on $10k

Smallest drop−10.7%RDIV · worst fall in 1Y

Held in common4.5%RDIV and KBWB

RDIV

KBWB

Invesco S&P Ultra Dividend Revenue ETF · $1.5BInvesco KBW Bank ETF · $6.7B

+26.6%3 years · per year$20,283 · $26,300+38.0%

+14.2%5 years · per year$19,458 · $14,817+8.2%

0.39%Expense ratio$39 · $35 on $10k · lower wins0.35%

3.37%12-mo yield$337 · $205 on $10k2.05%

−10.7%Worst dropSmaller wins−16.4%

13.7%VolatilityLower wins20.2%

4–2RDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsRDIV · KBWB

3.3%TFC4.2%

1.2%KEY2.8%

0.0%AGPXX0.2%

Held in common4.5%

End-of-day Nov 4, 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	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.37%	+3.6%	+24.8%	+26.6%	+26.6%	+14.2%	−10.7%	$1.5B
2	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.37%	+3.6%	+24.8%	+26.6%	+26.6%	+14.2%	−10.7%	$1.5B
2	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.05%	+2.4%	+10.1%	+21.2%	+38.0%	+8.2%	−16.4%	$6.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RDIV vs KBWB

RDIV

Invesco S&P Ultra Dividend Revenue

$19,458

KBWB

Invesco KBW Bank

$14,817

MeasureRDIVKBWB

Fee0.39%0.35%

Cost on $10k a year$39$35

Yield3.37%2.05%

5 years, per year+14.2%+8.2%

3 years, per year+26.6%+38.0%

Worst drop · 1Y−10.7%−16.4%

Volatility · 1Y13.7%20.2%

4–2measures won
RDIV first

4.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RDIV, KBWB

Today

4.5%most shared, RDIV and KBWB

RDIVKBWB

RDIV—4.5%

KBWB4.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$298most kept, RDIV

RDIV$337 − $39 = $298

KBWB$205 − $35 = $170

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee