KBWD vs SPY

KBWD vs SPY
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricKBWDSPYWinner
Expense Ratio5.39%0.09%
AUM$425M$821.1B
Dividend Yield14.38%1.01%
Holdings41505
YTD Return-1.48%+12.68%
1Y Return+3.22%+21.82%
3Y Return (annualized)+5.98%+21.98%
5Y Return (annualized)+1.66%+12.89%
Volatility (annualized)21.0%15.3%
Max Drawdown-65.2%-56.5%
Fund FamilyInvesco (US)State Street Investment Management
CategoryEquityEquity
InceptionDec 2, 2010Jan 22, 1993

KBWD vs SPY Performance

Invesco KBW High Dividend Yield Financial ETF (KBWD) is a ETF from Invesco (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year KBWD returned +3.22% while SPY returned +21.82%. Year to date, KBWD is down 1.48% versus a gain of 12.68% for SPY.

Over three years, KBWD compounded at +5.98% per year against +21.98% for SPY; over five years the annualized figures are +1.66% and +12.89% respectively. Across the full 16-year window we track, SPY has the edge at +8.81% annualized vs -0.19%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KBWD has been the more volatile fund, with annualized monthly volatility of 21.0% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -65.2% for KBWD and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

KBWD charges 5.39% per year while SPY charges 0.09%. On a $10,000 position that is $539 vs $9 annually, a gap of $530 per year that compounds over a long holding period. On income, KBWD currently yields 14.38% against 1.01% for SPY.

Holdings Overlap

0.1%overlap

KBWD and SPY share 2 holdings out of 541 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in KBWDWeight in SPYDifference
PRU1.52%0.06%1.46%
BEN1.21%0.02%1.19%

Frequently Asked Questions

Which is cheaper, KBWD or SPY?

KBWD has an expense ratio of 5.39% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $530 per year of difference.

Which performed better, KBWD or SPY?

Over the past year KBWD returned +3.22% vs +21.82% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (16 years), KBWD annualized -0.19% vs +8.81% for SPY. Past performance does not guarantee future results.

Which is riskier, KBWD or SPY?

KBWD has been the more volatile fund at 21.0% annualized versus 15.3% for SPY. Worst drawdown: KBWD -65.2% vs SPY -56.5%.

Should I hold both KBWD and SPY?

KBWD and SPY have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KBWD and SPY?

KBWD and SPY share 2 common holdings with a 0.1% weight overlap. Combined, they hold 541 unique securities.

Which pays a higher dividend, KBWD or SPY?

KBWD yields 14.38% while SPY yields 1.01%, so KBWD currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free