Compare · 3 funds side by side · dividends reinvested

PDBC, VIG and GLD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,156GLD · best of the three

02 / 04

PDBC, VIG and GLD, 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%$109B1.6

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFCommodities · Broad basket0.74%2.73%+40.6%+41.0%+12.6%+10.6%−16.6%21.2%$7.7B2.0

SPDR Gold SharesCommodities · Gold0.40%0.00%−6.0%+1.0%+26.3%+17.2%−28.3%29.0%$131B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: PDBC 2014 · VIG 2006 · GLD 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF · $7.7B$16,575

PDBC

VIG

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

$10,000 five years ago, dividends reinvested

PDBCMeasureVIG

+40.6%Year to dateJan 1 → Nov 4+16.4%

+41.0%1 yearTotal return+18.9%

+12.6%3 years · per year$10,000 became $14,287 · $17,533+20.6%

+10.6%5 years · per year$10,000 became $16,575 · $17,005+11.2%

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

2.73%Trailing 12-mo yield$273 · $144 a year on $10k1.44%

−16.6%Worst dropSmaller is better−7.9%

21.2%VolatilityLower is calmer10.2%

PDBCVIG 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

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 4, 2026 · share of each fund

PDBC vs VIG Returns, Every Period

InvescoPDBC

+10.6%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

PDBCVIGFaded: behind in that period

2–2Level

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

Commodities vs Income: PDBC vs VIG

YTD

InvescoPDBC

+40.6%

VIGVanguard

+16.4%

+40.6%Year to date+16.4%

−16.6%Worst drop · 1Y−7.9%

21.2%Volatility · 1Y10.2%

2.7%Yield1.4%

$7.7BAssets$109B

2–2level

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

Cost, Income and Risk

Fees: PDBC, VIG, GLD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

GLD0.40%$40

PDBC0.74%$74

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

Yields: PDBC, VIG, GLD

2.73%highest, PDBC

FundTrailing yieldYield$10k

PDBC2.73%$273

VIG1.44%$144

GLD0.00%$0

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

Income After Fees on $10,000

$199most kept, PDBC

PDBC$273 − $74 = $199

VIG$144 − $4 = $140

GLD$0 − $40 = −$40

KeptFee

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

Overlap: PDBC, VIG, GLD

Today

[…]holdings […]

PDBCVIGGLD

PDBC—[…][…]

VIG[…]—[…]

GLD[…][…]—

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

Return vs Bumpiness: 3 ETFs

+41.0%PDBC, at 21.2% volatility

VIGWorst drop−7.9%10.2% vol

PDBCWorst drop−16.6%21.2% vol

GLDWorst drop−28.3%29.0% vol

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

Paid More vs Made More

YTD

PDBCVIG

+40.6%Year to date+16.4%

2.7%Yield1.4%

+41.0%Past year+18.9%

0.74%Fee0.04%

3–1PDBC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

0.10% · $10Fee · on $10k a year0.40% · $40

$29.7BAssets$131B

2–0GLDM 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%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026