Compare · 2 funds side by side · dividends reinvested

PEZ and VCR

PEZInvesco×VCRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,229VCR · best of the two

02 / 04

PEZ and VCR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Consumer Discretionary ETFSectors · Consumer0.09%0.76%+0.0%−0.2%+17.0%+4.1%−15.6%19.0%$5.6B1.3

Invesco Dorsey Wright Consumer Cyclicals Momentum ETFSectors · Consumer0.97%0.38%−3.7%+1.5%+19.2%+1.6%−15.8%19.7%$22M1.8

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: PEZ 2006 · VCR 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Consumer Cyclicals Momentum ETF · $22M$10,848

PEZ

VCR

Vanguard Consumer Discretionary ETF · $5.6B$12,229

$10,000 five years ago, dividends reinvested · they hold 10.6% in common

PEZMeasureVCR

−3.7%Year to dateJan 1 → Nov 3+0.0%

+1.5%1 yearTotal return−0.2%

+19.2%3 years · per year$10,000 became $16,942 · $16,001+17.0%

+1.6%5 years · per year$10,000 became $10,848 · $12,229+4.1%

0.97%Expense ratio$97 · $9 a year on $10k · lower is better0.09%

0.38%Trailing 12-mo yield$38 · $76 a year on $10k0.76%

−15.8%Worst dropSmaller is better−15.6%

19.7%VolatilityLower is calmer19.0%

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

2–6VCR wins

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

More Ways to See the Pairs

PEZ vs VCR: Top 5 Holdings

Today

PEZ

22.9%in top 5

VCR

in top 548.4%

PEZStockVCR

not top 5AMZN23.0%

not top 5TSLA15.9%

5.4%CAHnot top 5

not top 5HD4.5%

4.4%MARnot top 5

4.4%HLTnot top 5

4.4%CAKEnot top 5

4.3%FIVEnot top 5

not top 5MCD2.6%

not top 5TJX2.4%

Held in common10.6%

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

PEZ vs VCR Returns, Every Period

InvescoPEZ

+1.6%

5 years, per year

VCRVanguard

+4.1%

5 years, per year

PEZVCRFaded: behind in that period

2–2Level

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

PEZ vs VCR

YTD

InvescoPEZ

−3.7%

VCRVanguard

+0.0%

−3.7%Year to date+0.0%

−15.8%Worst drop · 1Y−15.6%

19.7%Volatility · 1Y19.0%

0.4%Yield0.8%

$22.2MAssets$5.6B

4–0VCR wins

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

Cost, Income and Risk

Fees: PEZ, VCR

Today

0.09%lowest, VCR

FundExpense ratioFee$10k

VCR0.09%$9

PEZ0.97%$97

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

Yields: PEZ, VCR

0.76%highest, VCR

FundTrailing yieldYield$10k

VCR0.76%$76

PEZ0.38%$38

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

Income After Fees on $10,000

$67most kept, VCR

VCR$76 − $9 = $67

PEZ$38 − $97 = −$59

KeptFee

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

Overlap: PEZ, VCR

Today

10.6%most shared, PEZ and VCR

PEZVCR

PEZ—10.6%

VCR10.6%—

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

Return vs Bumpiness: 2 ETFs

+1.5%PEZ, at 19.7% volatility

VCRWorst drop−15.6%19.0% vol

PEZWorst drop−15.8%19.7% vol

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

Paid More vs Made More

YTD

VCRPEZ

+0.0%Year to date−3.7%

0.8%Yield0.4%

−0.2%Past year+1.5%

0.09%Fee0.97%

3–1VCR 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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026