Compare · 2 funds side by side · dividends reinvested

PBD and VIG

PBDInvesco×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,495VIG · best of the two

02 / 04

PBD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.1

Invesco Global Clean Energy ETFThematic · Clean energy & EV0.75%1.67%−3.5%−6.3%+7.7%−10.5%−32.7%26.1%$98M1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: PBD 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Global Clean Energy ETF · $98M$5,744

PBD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,495

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

PBDMeasureVIG

−3.5%Year to dateJan 1 → Nov 3+14.0%

−6.3%1 yearTotal return+15.9%

+7.7%3 years · per year$10,000 became $12,476 · $17,369+20.2%

−10.5%5 years · per year$10,000 became $5,744 · $16,495+10.5%

0.75%Expense ratio$75 · $4 a year on $10k · lower is better0.04%

1.67%Trailing 12-mo yield$167 · $147 a year on $10k1.47%

−32.7%Worst dropSmaller is better−7.9%

26.1%VolatilityLower is calmer10.0%

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

1–7VIG wins

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

More Ways to See the Pairs

PBD vs VIG: Top 5 Holdings

Today

PBD

6.7%in top 5

VIG

in top 522.1%

PBDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.4%SESnot top 5

1.4%020150.Knot top 5

1.3%VER.VInot top 5

1.3%LAND.SWnot top 5

1.3%NIBE-B.Snot top 5

Held in common0.2%

End-of-day Nov 3, 2026 · share of each fund

PBD vs VIG Returns, Every Period

InvescoPBD

−10.5%

5 years, per year

VIGVanguard

+10.5%

5 years, per year

PBDVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Income: PBD vs VIG

YTD

InvescoPBD

−3.5%

VIGVanguard

+14.0%

−3.5%Year to date+14.0%

−32.7%Worst drop · 1Y−7.9%

26.1%Volatility · 1Y10.0%

1.7%Yield1.5%

$98.0MAssets$109B

3–1VIG wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PBD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

PBD0.75%$75

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PBD, VIG

1.67%highest, PBD

FundTrailing yieldYield$10k

PBD1.67%$167

VIG1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$143most kept, VIG

VIG$147 − $4 = $143

PBD$167 − $75 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PBD, VIG

Today

0.2%most shared, PBD and VIG

PBDVIG

PBD—0.2%

VIG0.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.9%VIG, at 10.0% volatility

VIGWorst drop−7.9%10.0% vol

PBDWorst drop−32.7%26.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PBDVIG

−3.5%Year to date+14.0%

1.7%Yield1.5%

−6.3%Past year+15.9%

0.75%Fee0.04%

3–1VIG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026