RDIV vs KBWB

ARDIV

BKBWB

Measures won4–2RDIV wins · of 6 · 5Y

$10,000 · 5Y$18,993RDIV · KBWB $14,125

Lowest cost0.35%KBWB · $35 on $10k

Most income3.45%RDIV · $345 on $10k

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

Held in common4.4%RDIV and KBWB

RDIV

KBWB

Invesco S&P Ultra Dividend Revenue ETF · $1.5BInvesco KBW Bank ETF · $6.5B

+25.1%3 years · per year$19,584 · $24,920+35.6%

+13.7%5 years · per year$18,993 · $14,125+7.2%

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

3.45%12-mo yield$345 · $213 on $10k2.13%

−10.7%Worst dropSmaller wins−16.4%

13.8%VolatilityLower wins20.5%

4–2RDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRDIV · KBWB

3.2%TFC4.3%

1.2%KEY2.8%

0.0%AGPXX0.1%

Held in common4.4%

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	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk	0.39%	3.45%	−1.3%	+21.9%	+23.3%	+25.1%	+13.7%	−10.7%	$1.5B
2	BKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.13%	−0.5%	+5.7%	+16.1%	+35.6%	+7.2%	−16.4%	$6.5B
3	IAT	iShares U.S. Regional Banks ETFRead Desk	0.37%	2.76%	−0.6%	+9.7%	+22.9%	+27.1%	+1.7%	−17.5%	$627M

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	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk	0.39%	3.45%	−1.3%	+21.9%	+23.3%	+25.1%	+13.7%	−10.7%	$1.5B
2	BKBWB	Invesco KBW Bank ETFRead Desk	0.35%	2.13%	−0.5%	+5.7%	+16.1%	+35.6%	+7.2%	−16.4%	$6.5B
3	IAT	iShares U.S. Regional Banks ETFRead Desk	0.37%	2.76%	−0.6%	+9.7%	+22.9%	+27.1%	+1.7%	−17.5%	$627M

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

RDIV vs KBWB

RDIV

Invesco S&P Ultra Dividend Revenue

$18,993

KBWB

Invesco KBW Bank

$14,125

MeasureRDIVKBWB

Fee0.39%0.35%

Cost on $10k a year$39$35

Yield3.45%2.13%

5 years, per year+13.7%+7.2%

3 years, per year+25.1%+35.6%

Worst drop · 1Y−10.7%−16.4%

Volatility · 1Y13.8%20.5%

4–2measures won
RDIV first

4.4%

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

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

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

Overlap: RDIV, KBWB, IAT

Today

41.8%most shared, KBWB and IAT

RDIVKBWBIAT

RDIV—4.4%4.4%

KBWB4.4%—41.8%

IAT4.4%41.8%—

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

Income After Fees on $10,000

$306most kept, RDIV

RDIV$345 − $39 = $306

IAT$276 − $37 = $239

KBWB$213 − $35 = $178

KeptFee

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