Compare · 2 funds side by side · dividends reinvested

PEZ and VDC

PEZInvesco×VDCVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,674VDC · best of the two

02 / 04

PEZ and VDC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Consumer Staples ETFSectors · Consumer0.09%2.02%+16.5%+18.9%+13.8%+8.0%−9.4%14.9%$7.4B1.1

Invesco Dorsey Wright Consumer Cyclicals Momentum ETFSectors · Consumer0.97%0.38%−3.7%+1.5%+19.2%+1.6%−15.8%19.7%$22M1.9

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 · VDC 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

PEZ

VDC

Vanguard Consumer Staples ETF · $7.4B$14,674

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

PEZMeasureVDC

−3.7%Year to dateJan 1 → Nov 3+16.5%

+1.5%1 yearTotal return+18.9%

+19.2%3 years · per year$10,000 became $16,942 · $14,741+13.8%

+1.6%5 years · per year$10,000 became $10,848 · $14,674+8.0%

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

0.38%Trailing 12-mo yield$38 · $202 a year on $10k2.02%

−15.8%Worst dropSmaller is better−9.4%

19.7%VolatilityLower is calmer14.9%

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

1–7VDC 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 VDC: Top 5 Holdings

Today

PEZ

22.9%in top 5

VDC

in top 550.5%

PEZStockVDC

not top 5WMT13.9%

not top 5COST12.1%

not top 5PG9.9%

not top 5KO9.8%

5.4%CAHnot top 5

not top 5PM4.8%

4.4%MARnot top 5

4.4%HLTnot top 5

4.4%CAKEnot top 5

4.3%FIVEnot top 5

Held in common0.3%

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

PEZ vs VDC Returns, Every Period

InvescoPEZ

+1.6%

5 years, per year

VDCVanguard

+8.0%

5 years, per year

PEZVDCFaded: behind in that period

1–3VDC wins

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

PEZ vs VDC

YTD

InvescoPEZ

−3.7%

VDCVanguard

+16.5%

−3.7%Year to date+16.5%

−15.8%Worst drop · 1Y−9.4%

19.7%Volatility · 1Y14.9%

0.4%Yield2.0%

$22.2MAssets$7.4B

4–0VDC wins

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

Cost, Income and Risk

Fees: PEZ, VDC

Today

0.09%lowest, VDC

FundExpense ratioFee$10k

VDC0.09%$9

PEZ0.97%$97

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

Yields: PEZ, VDC

2.02%highest, VDC

FundTrailing yieldYield$10k

VDC2.02%$202

PEZ0.38%$38

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

Income After Fees on $10,000

$193most kept, VDC

VDC$202 − $9 = $193

PEZ$38 − $97 = −$59

KeptFee

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

Overlap: PEZ, VDC

Today

0.3%most shared, PEZ and VDC

PEZVDC

PEZ—0.3%

VDC0.3%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VDC, at 14.9% volatility

VDCWorst drop−9.4%14.9% 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

VDCPEZ

+16.5%Year to date−3.7%

2.0%Yield0.4%

+18.9%Past year+1.5%

0.09%Fee0.97%

4–0VDC 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