Compare · 2 funds side by side · dividends reinvested

PBTP and VIG

PBTPInvesco×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

PBTP and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.4

Invesco 0-5 Yr US TIPS ETFBonds & Cash · Treasuries0.07%4.01%+2.0%+2.2%+4.9%+2.8%−1.3%1.7%$248M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: PBTP 2017 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco 0-5 Yr US TIPS ETF · $248M$11,504

PBTP

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PBTPMeasureVIG

+2.0%Year to dateJan 1 → Nov 4+16.4%

+2.2%1 yearTotal return+18.9%

+4.9%3 years · per year$10,000 became $11,551 · $17,533+20.6%

+2.8%5 years · per year$10,000 became $11,504 · $17,005+11.2%

0.07%Expense ratio$7 · $4 a year on $10k · lower is better0.04%

4.01%Trailing 12-mo yield$401 · $144 a year on $10k1.44%

−1.3%Worst dropSmaller is better−7.9%

1.7%VolatilityLower is calmer10.2%

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

3–5VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PBTP vs VIG: Top 5 Holdings

Today

PBTP

0.0%in top 5

VIG

in top 522.1%

PBTPStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.0%AGPXXnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

PBTP vs VIG Returns, Every Period

InvescoPBTP

+2.8%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

PBTPVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Income: PBTP vs VIG

YTD

InvescoPBTP

+2.0%

VIGVanguard

+16.4%

+2.0%Year to date+16.4%

−1.3%Worst drop · 1Y−7.9%

1.7%Volatility · 1Y10.2%

4.0%Yield1.4%

$248MAssets$109B

3–1PBTP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PBTP, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

PBTP0.07%$7

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PBTP, VIG

4.01%highest, PBTP

FundTrailing yieldYield$10k

PBTP4.01%$401

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$394most kept, PBTP

PBTP$401 − $7 = $394

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PBTP, VIG

Today

0.0%most shared, PBTP and VIG

PBTPVIG

PBTP—0.0%

VIG0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

PBTPWorst drop−1.3%1.7% vol

VIGWorst drop−7.9%10.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PBTPVIG

+2.0%Year to date+16.4%

4.0%Yield1.4%

+2.2%Past year+18.9%

0.07%Fee0.04%

3–1VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026