Compare · 2 funds side by side · dividends reinvested

PEZ and VIG

PEZInvesco×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

PEZ 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%$109B1.1

Invesco Dorsey Wright Consumer Cyclicals Momentum ETFSectors · Consumer0.97%0.37%+0.5%+6.7%+20.7%+2.8%−15.8%20.1%$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 4, 2026 · returns include dividends · since: PEZ 2006 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Consumer Cyclicals Momentum ETF · $22M$11,493

PEZ

VIG

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

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

PEZMeasureVIG

+0.5%Year to dateJan 1 → Nov 4+16.4%

+6.7%1 yearTotal return+18.9%

+20.7%3 years · per year$10,000 became $17,563 · $17,533+20.6%

+2.8%5 years · per year$10,000 became $11,493 · $17,005+11.2%

0.97%Expense ratio$97 · $4 a year on $10k · lower is better0.04%

0.37%Trailing 12-mo yield$37 · $144 a year on $10k1.44%

−15.8%Worst dropSmaller is better−7.9%

20.1%VolatilityLower is calmer10.2%

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

1–7VIG wins

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

More Ways to See the Pairs

PEZ vs VIG: Top 5 Holdings

Today

PEZ

23.0%in top 5

VIG

in top 522.1%

PEZStockVIG

5.5%CAHnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.5%MARnot top 5

4.4%HLTnot top 5

4.3%CAKEnot top 5

not top 5AVGO4.3%

4.3%FIVEnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.3%

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

PEZ vs VIG Returns, Every Period

InvescoPEZ

+2.8%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

PEZVIGFaded: behind in that period

1–3VIG wins

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

Sector vs Income: PEZ vs VIG

YTD

InvescoPEZ

+0.5%

VIGVanguard

+16.4%

+0.5%Year to date+16.4%

−15.8%Worst drop · 1Y−7.9%

20.1%Volatility · 1Y10.2%

0.4%Yield1.4%

$22.2MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: PEZ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

PEZ0.97%$97

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

Yields: PEZ, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

PEZ0.37%$37

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

PEZ$37 − $97 = −$60

KeptFee

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

Overlap: PEZ, VIG

Today

0.3%most shared, PEZ and VIG

PEZVIG

PEZ—0.3%

VIG0.3%—

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

VIGWorst drop−7.9%10.2% vol

PEZWorst drop−15.8%20.1% vol

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

Paid More vs Made More

YTD

VIGPEZ

+16.4%Year to date+0.5%

1.4%Yield0.4%

+18.9%Past year+6.7%

0.04%Fee0.97%

4–0VIG 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