Compare · 3 funds side by side · dividends reinvested

PGF, EVPF and VIG

PGFInvesco×EVPFEaton Vance×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

PGF, EVPF and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.4

Invesco Financial Preferred ETFSectors · Financials0.56%6.88%−6.0%−7.0%+4.2%−2.1%−9.6%6.5%$590M1.9

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.76%[…][…][…][…][…][…]$58M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PGF 2006 · EVPF 2026 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Financial Preferred ETF · $590M$8,987

PGF

EVPF

Eaton Vance Preferred Securities and Income ETF · $58M[…]

$10,000 five years ago, dividends reinvested · they hold 12.4% in common

PGFMeasureEVPF

−6.0%Year to dateJan 1 → Nov 6[…]

−7.0%1 yearTotal return[…]

+4.2%3 years · per year$10,000 became $11,321 · […][…]

−2.1%5 years · per year$10,000 became $8,987 · […][…]

0.56%Expense ratio$56 · $20 a year on $10k · lower is better0.20%

6.88%Trailing 12-mo yield$688 · $376 a year on $10k3.76%

−9.6%Worst dropSmaller is better[…]

6.5%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PGF vs EVPF: Top 5 Holdings

Today

PGF

11.7%in top 5

EVPF

in top 55.9%

PGFStockEVPF

2.8%JPM-PCnot top 5

2.4%JPM-PDnot top 5

2.3%WFC-PZnot top 5

2.1%JPM-PMnot top 5

2.1%JPM-PLnot top 5

not top 5AHL1.5%

not top 5FITB-PM1.3%

not top 5KEY-PL1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common12.4%

End-of-day Nov 6, 2026 · share of each fund

PGF vs EVPF Returns, Every Period

InvescoPGF

−7.0%

past year

EVPFEaton Vance

[…]

past year

Returns […]

PGFEVPFFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Income: PGF vs EVPF

YTD

InvescoPGF

−6.0%

EVPFEaton Vance

[…]

−6.0%Year to date[…]

−9.6%Worst drop · 1Y[…]

6.5%Volatility · 1Y[…]

6.9%Yield3.8%

$590MAssets$58.1M

1–0PGF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PGF, EVPF, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

EVPF0.20%$20

PGF0.56%$56

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PGF, EVPF, VIG

6.88%highest, PGF

FundTrailing yieldYield$10k

PGF6.88%$688

EVPF3.76%$376

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$632most kept, PGF

PGF$688 − $56 = $632

EVPF$376 − $20 = $356

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PGF, EVPF, VIG

Today

12.4%most shared, PGF and EVPF

PGFEVPFVIG

PGF—12.4%0.0%

EVPF12.4%—0.0%

VIG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

PGFWorst drop−9.6%6.5% vol

VIGWorst drop−7.9%10.8% vol

EVPFWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PGFVIG

−6.0%Year to date+12.1%

6.9%Yield1.5%

−7.0%Past year+14.3%

0.56%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026