Compare · 2 funds side by side · dividends reinvested

EQAL and VIG

EQALInvesco×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

EQAL and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.4

Invesco Russell 1000 Equal Weight ETFUS Stock Styles · Equal weight0.20%1.74%+12.2%+16.2%+17.3%+6.3%−7.0%12.0%$828M1.6

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: EQAL 2014 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Russell 1000 Equal Weight ETF · $828M$13,570

EQAL

VIG

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

$10,000 five years ago, dividends reinvested · they hold 17.9% in common

EQALMeasureVIG

+12.2%Year to dateJan 1 → Nov 5+12.5%

+16.2%1 yearTotal return+15.2%

+17.3%3 years · per year$10,000 became $16,150 · $16,814+18.9%

+6.3%5 years · per year$10,000 became $13,570 · $16,331+10.3%

0.20%Expense ratio$20 · $4 a year on $10k · lower is better0.04%

1.74%Trailing 12-mo yield$174 · $149 a year on $10k1.49%

−7.0%Worst dropSmaller is better−7.9%

12.0%VolatilityLower is calmer10.8%

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

3–5VIG wins

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

More Ways to See the Pairs

EQAL vs VIG: Top 5 Holdings

Today

EQAL

2.3%in top 5

VIG

in top 522.1%

EQALStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.5%ECHOnot top 5

0.5%MSInot top 5

0.5%ROKUnot top 5

0.4%UInot top 5

0.4%GSATnot top 5

Held in common17.9%

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

EQAL vs VIG Returns, Every Period

InvescoEQAL

+6.3%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

EQALVIGFaded: behind in that period

1–3VIG wins

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

Stocks vs Income: EQAL vs VIG

YTD

InvescoEQAL

+12.2%

VIGVanguard

+12.5%

+12.2%Year to date+12.5%

−7.0%Worst drop · 1Y−7.9%

12.0%Volatility · 1Y10.8%

1.7%Yield1.5%

$828MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: EQAL, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

EQAL0.20%$20

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

Yields: EQAL, VIG

1.74%highest, EQAL

FundTrailing yieldYield$10k

EQAL1.74%$174

VIG1.49%$149

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

Income After Fees on $10,000

$154most kept, EQAL

EQAL$174 − $20 = $154

VIG$149 − $4 = $145

KeptFee

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

Overlap: EQAL, VIG

Today

17.9%most shared, EQAL and VIG

EQALVIG

EQAL—17.9%

VIG17.9%—

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

Return vs Bumpiness: 2 ETFs

+16.2%EQAL, at 12.0% volatility

VIGWorst drop−7.9%10.8% vol

EQALWorst drop−7.0%12.0% vol

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

Paid More vs Made More

YTD

EQALVIG

+12.2%Year to date+12.5%

1.7%Yield1.5%

+16.2%Past year+15.2%

0.20%Fee0.04%

2–2level

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