Compare · 2 funds side by side · dividends reinvested

PFM and VIG

PFMInvesco×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,084PFM · best of the two

02 / 04

PFM and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Dividend Achievers ETFIncome · Dividend stocks0.52%1.27%+16.7%+19.3%+20.5%+11.3%−7.1%9.6%$816M1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.6

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: PFM 2005 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dividend Achievers ETF · $816M$17,084

PFM

VIG

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

$10,000 five years ago, dividends reinvested · they hold 84.1% in common

PFMMeasureVIG

+16.7%Year to dateJan 1 → Nov 4+16.4%

+19.3%1 yearTotal return+18.9%

+20.5%3 years · per year$10,000 became $17,486 · $17,533+20.6%

+11.3%5 years · per year$10,000 became $17,084 · $17,005+11.2%

0.52%Expense ratio$52 · $4 a year on $10k · lower is better0.04%

1.27%Trailing 12-mo yield$127 · $144 a year on $10k1.44%

−7.1%Worst dropSmaller is better−7.9%

9.6%VolatilityLower is calmer10.2%

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

5–3PFM wins

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

More Ways to See the Pairs

PFM vs VIG: Top 5 Holdings

Today

PFM

19.7%in top 5

VIG

in top 522.1%

PFMStockVIG

4.0%MSFT4.9%

4.1%AAPL4.9%

4.6%LLY4.1%

3.5%AVGO4.3%

not top 5JPM3.9%

3.5%WMTnot top 5

Held in common84.1%

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

PFM vs VIG Returns, Every Period

InvescoPFM

+11.3%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

PFMVIGFaded: behind in that period

3–1PFM wins

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

PFM vs VIG

YTD

InvescoPFM

+16.7%

VIGVanguard

+16.4%

+16.7%Year to date+16.4%

−7.1%Worst drop · 1Y−7.9%

9.6%Volatility · 1Y10.2%

1.3%Yield1.4%

$816MAssets$109B

3–1PFM wins

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

Cost, Income and Risk

Fees: PFM, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

PFM0.52%$52

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

Yields: PFM, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

PFM1.27%$127

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

PFM$127 − $52 = $75

KeptFee

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

Overlap: PFM, VIG

Today

84.1%most shared, PFM and VIG

PFMVIG

PFM—84.1%

VIG84.1%—

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

Return vs Bumpiness: 2 ETFs

+19.3%PFM, at 9.6% volatility

PFMWorst drop−7.1%9.6% vol

VIGWorst drop−7.9%10.2% vol

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

Paid More vs Made More

YTD

VIGPFM

+16.4%Year to date+16.7%

1.4%Yield1.3%

+18.9%Past year+19.3%

0.04%Fee0.52%

2–2level

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