Compare · 2 funds side by side · dividends reinvested

PFI and VIG

PFIInvesco×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

PFI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.0

Invesco Dorsey Wright Financial Momentum ETFSectors · Financials0.78%1.24%−0.1%+2.5%+15.0%+1.2%−13.9%19.1%$50M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: PFI 2006 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Financial Momentum ETF · $50M$10,625

PFI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 6.6% in common

PFIMeasureVIG

−0.1%Year to dateJan 1 → Nov 5+12.5%

+2.5%1 yearTotal return+15.2%

+15.0%3 years · per year$10,000 became $15,216 · $16,814+18.9%

+1.2%5 years · per year$10,000 became $10,625 · $16,331+10.3%

0.78%Expense ratio$78 · $4 a year on $10k · lower is better0.04%

1.24%Trailing 12-mo yield$124 · $149 a year on $10k1.49%

−13.9%Worst dropSmaller is better−7.9%

19.1%VolatilityLower is calmer10.8%

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

0–8VIG wins

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

More Ways to See the Pairs

PFI vs VIG: Top 5 Holdings

Today

PFI

22.7%in top 5

VIG

in top 522.1%

PFIStockVIG

6.1%JPM3.9%

not top 5MSFT4.9%

not top 5AAPL4.9%

4.7%IBKRnot top 5

4.5%MSnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

3.8%ASSTnot top 5

3.6%WELLnot top 5

Held in common6.6%

End-of-day Nov 5, 2026 · share of each fund

PFI vs VIG Returns, Every Period

InvescoPFI

+1.2%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

PFIVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: PFI vs VIG

YTD

InvescoPFI

−0.1%

VIGVanguard

+12.5%

−0.1%Year to date+12.5%

−13.9%Worst drop · 1Y−7.9%

19.1%Volatility · 1Y10.8%

1.2%Yield1.5%

$49.8MAssets$109B

4–0VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

PFI0.78%$78

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PFI, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

PFI1.24%$124

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

PFI$124 − $78 = $46

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PFI, VIG

Today

6.6%most shared, PFI and VIG

PFIVIG

PFI—6.6%

VIG6.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

PFIWorst drop−13.9%19.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGPFI

+12.5%Year to date−0.1%

1.5%Yield1.2%

+15.2%Past year+2.5%

0.04%Fee0.78%

4–0VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026