Compare · 3 funds side by side · dividends reinvested

PDBC, VIG and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

PDBC, VIG and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.5

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFCommodities · Broad basket0.74%2.71%+41.7%+43.6%+13.1%+10.9%−16.6%21.2%$7.6B2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PDBC 2014 · VIG 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF · $7.6B$16,744

PDBC

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested

PDBCMeasureVIG

+41.7%Year to dateJan 1 → Nov 6+12.1%

+43.6%1 yearTotal return+14.3%

+13.1%3 years · per year$10,000 became $14,450 · $16,669+18.6%

+10.9%5 years · per year$10,000 became $16,744 · $16,243+10.2%

0.74%Expense ratio$74 · $4 a year on $10k · lower is better0.04%

2.71%Trailing 12-mo yield$271 · $150 a year on $10k1.50%

−16.6%Worst dropSmaller is better−7.9%

21.2%VolatilityLower is calmer10.8%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PDBC vs VIG: Top 5 Holdings

Today

PDBC

[…]in top 5

VIG

in top 522.1%

PDBCStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

PDBC vs VIG Returns, Every Period

InvescoPDBC

+10.9%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

PDBCVIGFaded: behind in that period

3–1PDBC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Commodities vs Income: PDBC vs DGRO

YTD

InvescoPDBC

+41.7%

DGROiShares

+16.6%

+41.7%Year to date+16.6%

−16.6%Worst drop · 1Y−6.5%

21.2%Volatility · 1Y10.2%

2.7%Yield1.9%

$7.6BAssets$44.7B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PDBC, VIG, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

PDBC0.74%$74

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PDBC, VIG, DGRO

2.71%highest, PDBC

FundTrailing yieldYield$10k

PDBC2.71%$271

DGRO1.87%$187

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$197most kept, PDBC

PDBC$271 − $74 = $197

DGRO$187 − $8 = $179

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PDBC, VIG, DGRO

Today

68.1%most shared, VIG and DGRO

PDBCVIGDGRO

PDBC—[…][…]

VIG[…]—68.1%

DGRO[…]68.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+43.6%PDBC, at 21.2% volatility

DGROWorst drop−6.5%10.2% vol

VIGWorst drop−7.9%10.8% vol

PDBCWorst drop−16.6%21.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PDBCDGRO

+41.7%Year to date+16.6%

2.7%Yield1.9%

+43.6%Past year+20.3%

0.74%Fee0.08%

3–1PDBC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026