KBWR vs VYM

KBWR vs VYM

Which is better, KBWR or VYM?

Small Cap Value against Large Cap Value.

VYM has a lower expense ratio. KBWR led over the full window, VYM over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 29.9%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: VYM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricKBWRVYM
Expense Ratio0.35%0.04%Best
AUM$52M$81.6B
Dividend Yield2.65%2.22%
Holdings52613
Volatility (annualized)27.1%13.0%Best
Max Drawdown-52.9%-35.7%Best
$10,000 over 14.3 years$42,732Best$42,183
Top 10 Weight29.9%25.9%Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleSmall Cap ValueLarge Cap Value
InceptionNov 1, 2011Nov 10, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 202 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. KBWR has data through Feb 20, 2026 and VYM through Sep 10, 2026.

Volatility and max drawdown, and the $10,000 over 14.3 years row, are measured over the window both funds cover: Nov 1, 2011 to Feb 20, 2026 (14.3 years).

Risk: Volatility and Drawdowns

KBWR has been the more volatile fund, with annualized monthly volatility of 27.1% compared with 13.0% for VYM. 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 -52.9% for KBWR and -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.

Fees and Cost Over Time

KBWR charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, KBWR currently yields 2.65% against 2.22% for VYM.

Holdings Overlap

KBWR already in VYM86.8%
VYM already in KBWR1.0%

86.8% of KBWR's money is in holdings VYM also owns. 1.0% of VYM's money is in holdings KBWR also owns.

Most of KBWR is already inside VYM. Owning both mostly buys the same companies twice.

The two holdings books were reported 273 days apart, KBWR as of Sep 30, 2025 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

43 positions in common, counted across the 51 positions we hold weights for in KBWR and 603 in VYM, against full books of 52 and 613.

What only one of them owns

Our book lists 526 positions for VYM that do not appear in our book for KBWR (96.5% of the fund), and 8 for KBWR that do not appear in VYM (13.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in KBWRWeight in VYMDifference
SSBSouthstate Bank Corporation3.97%0.04%3.93%
WBSWebster Financial Corp3.89%0.05%3.84%
UMBFUmb Financial Corp3.66%0.04%3.62%
WTFCWintrust Financial Corp3.57%0.04%3.53%
ONBOld National Bancorp/In Common Stock3.46%0.04%3.42%
COLBColumbia Banking System Inc Common Stock2.79%0.04%2.75%
EBCEastern Bankshares Inc2.18%0.02%2.16%
VLYValley National Bancorp2.13%0.03%2.10%
BOKFBok Financial Corp.2.11%0.01%2.10%
AUBAtlantic Union Bankshares Corp Common Stock USD 1.332.07%0.02%2.05%

86.8% of KBWR is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

KBWRVYM

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Frequently Asked Questions

Which is cheaper, KBWR or VYM?

KBWR has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option, by $31 a year on a $10,000 investment.

Which is riskier, KBWR or VYM?

KBWR has been the more volatile fund at 27.1% annualized versus 13.0% for VYM. Worst drawdown: KBWR -52.9% vs VYM -35.7%.

Should I hold both KBWR and VYM?

KBWR and VYM have a monthly-return correlation of 0.65, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between KBWR and VYM?

86.8% of KBWR's money is in holdings VYM also owns. 1.0% of VYM's is in holdings KBWR also owns. They hold 43 positions in common, counted across the 51 positions we hold weights for in KBWR and 603 in VYM.

Which pays a higher dividend, KBWR or VYM?

KBWR yields 2.65% while VYM yields 2.22%, so KBWR currently pays the higher dividend yield.

Is VYM better than KBWR?

VYM has a lower expense ratio. KBWR led over the full window, VYM over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 29.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.