Compare · 2 funds side by side · dividends reinvested

PBP and VIG

PBPInvesco×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

PBP 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 S&P 500 BuyWrite ETFIncome · Covered calls0.29%11.72%+7.6%+12.2%+13.8%+7.0%−5.2%8.3%$389M1.6

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: PBP 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 BuyWrite ETF · $389M$14,047

PBP

VIG

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

$10,000 five years ago, dividends reinvested · they hold 42.7% in common

PBPMeasureVIG

+7.6%Year to dateJan 1 → Nov 5+12.5%

+12.2%1 yearTotal return+15.2%

+13.8%3 years · per year$10,000 became $14,719 · $16,814+18.9%

+7.0%5 years · per year$10,000 became $14,047 · $16,331+10.3%

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

11.72%Trailing 12-mo yield$1,172 · $149 a year on $10k1.49%

−5.2%Worst dropSmaller is better−7.9%

8.3%VolatilityLower is calmer10.8%

PBPVIG 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

PBP vs VIG: Top 5 Holdings

Today

PBP

28.0%in top 5

VIG

in top 522.1%

PBPStockVIG

7.8%AAPL4.9%

7.4%NVDAnot top 5

6.3%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%AMZNnot top 5

not top 5JPM3.9%

2.6%GOOGLnot top 5

Held in common42.7%

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

PBP vs VIG Returns, Every Period

InvescoPBP

+7.0%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

PBPVIGFaded: behind in that period

0–4VIG wins

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

PBP vs VIG

YTD

InvescoPBP

+7.6%

VIGVanguard

+12.5%

+7.6%Year to date+12.5%

−5.2%Worst drop · 1Y−7.9%

8.3%Volatility · 1Y10.8%

11.7%Yield1.5%

$389MAssets$109B

3–1PBP wins

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

Cost, Income and Risk

Fees: PBP, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

PBP0.29%$29

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

Yields: PBP, VIG

11.72%highest, PBP

FundTrailing yieldYield$10k

PBP11.72%$1,172

VIG1.49%$149

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

Income After Fees on $10,000

$1,143most kept, PBP

PBP$1,172 − $29 = $1,143

VIG$149 − $4 = $145

KeptFee

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

Overlap: PBP, VIG

Today

42.7%most shared, PBP and VIG

PBPVIG

PBP—42.7%

VIG42.7%—

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

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

PBPWorst drop−5.2%8.3% vol

VIGWorst drop−7.9%10.8% vol

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

Paid More vs Made More

YTD

PBPVIG

+7.6%Year to date+12.5%

11.7%Yield1.5%

+12.2%Past year+15.2%

0.29%Fee0.04%

3–1VIG 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