Compare · 2 funds side by side · dividends reinvested

BMVP and VIG

BMVPInvesco×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

BMVP and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Bloomberg MVP Multi-factor ETFUS Stock Styles · Factor0.29%1.75%+12.7%+15.6%+17.4%+7.5%−6.4%10.8%$103M1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BMVP 2003 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Bloomberg MVP Multi-factor ETF · $103M$14,370

BMVP

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 11.8% in common

BMVPMeasureVIG

+12.7%Year to dateJan 1 → Nov 5+12.5%

+15.6%1 yearTotal return+15.2%

+17.4%3 years · per year$10,000 became $16,196 · $16,814+18.9%

+7.5%5 years · per year$10,000 became $14,370 · $16,331+10.3%

0.29%Expense ratio$29 · $4 a year on $10k · lower is better0.04%

1.75%Trailing 12-mo yield$175 · $149 a year on $10k1.49%

−6.4%Worst dropSmaller is better−7.9%

10.8%VolatilityLower is calmer10.8%

BMVPVIG Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3BMVP wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BMVP vs VIG: Top 5 Holdings

Today

BMVP

10.4%in top 5

VIG

in top 522.1%

BMVPStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.2%CDWnot top 5

2.1%UPSnot top 5

2.1%ALLnot top 5

2.0%PAYXnot top 5

2.0%BLLnot top 5

Held in common11.8%

End-of-day Nov 5, 2026 · share of each fund

BMVP vs VIG Returns, Every Period

InvescoBMVP

+7.5%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

BMVPVIGFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: BMVP vs VIG

YTD

InvescoBMVP

+12.7%

VIGVanguard

+12.5%

+12.7%Year to date+12.5%

−6.4%Worst drop · 1Y−7.9%

10.8%Volatility · 1Y10.8%

1.8%Yield1.5%

$103MAssets$109B

3–0BMVP wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BMVP, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

BMVP0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BMVP, VIG

1.75%highest, BMVP

FundTrailing yieldYield$10k

BMVP1.75%$175

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, BMVP

BMVP$175 − $29 = $146

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BMVP, VIG

Today

11.8%most shared, BMVP and VIG

BMVPVIG

BMVP—11.8%

VIG11.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.6%BMVP, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

BMVPWorst drop−6.4%10.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BMVPVIG

+12.7%Year to date+12.5%

1.8%Yield1.5%

+15.6%Past year+15.2%

0.29%Fee0.04%

3–1BMVP wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026