Compare · 2 funds side by side · dividends reinvested

PGX and VIG

PGXInvesco×VIGVanguard×

Versus in desk

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

02 / 04

PGX 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%$109B1.3

Invesco Preferred ETFUnsorted0.50%6.89%−6.8%−7.5%+4.3%−2.3%−10.4%6.4%$3.6B1.8

Rank among the two1st → 2ndFee, 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: PGX 2008 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Preferred ETF · $3.6B$8,882

PGX

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PGXMeasureVIG

−6.8%Year to dateJan 1 → Nov 6+12.1%

−7.5%1 yearTotal return+14.3%

+4.3%3 years · per year$10,000 became $11,336 · $16,669+18.6%

−2.3%5 years · per year$10,000 became $8,882 · $16,243+10.2%

0.50%Expense ratio$50 · $4 a year on $10k · lower is better0.04%

6.89%Trailing 12-mo yield$689 · $150 a year on $10k1.50%

−10.4%Worst dropSmaller is better−7.9%

6.4%VolatilityLower is calmer10.8%

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

2–6VIG wins

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

More Ways to See the Pairs

PGX vs VIG: Top 5 Holdings

Today

PGX

7.2%in top 5

VIG

in top 522.1%

PGXStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.7%JPM-PCnot top 5

1.5%JPM-PDnot top 5

1.4%WFC-PZnot top 5

1.3%JPM-PMnot top 5

1.3%JPM-PLnot top 5

Held in common0.0%

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

PGX vs VIG Returns, Every Period

InvescoPGX

−2.3%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

PGXVIGFaded: behind in that period

0–4VIG wins

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

Unsorted vs Income: PGX vs VIG

YTD

InvescoPGX

−6.8%

VIGVanguard

+12.1%

−6.8%Year to date+12.1%

−10.4%Worst drop · 1Y−7.9%

6.4%Volatility · 1Y10.8%

6.9%Yield1.5%

$3.6BAssets$109B

2–2level

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

Cost, Income and Risk

Fees: PGX, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

PGX0.50%$50

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

Yields: PGX, VIG

6.89%highest, PGX

FundTrailing yieldYield$10k

PGX6.89%$689

VIG1.50%$150

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

Income After Fees on $10,000

$639most kept, PGX

PGX$689 − $50 = $639

VIG$150 − $4 = $146

KeptFee

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

Overlap: PGX, VIG

Today

0.0%most shared, PGX and VIG

PGXVIG

PGX—0.0%

VIG0.0%—

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

Return vs Bumpiness: 2 ETFs

+14.3%VIG, at 10.8% volatility

PGXWorst drop−10.4%6.4% vol

VIGWorst drop−7.9%10.8% vol

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

Paid More vs Made More

YTD

PGXVIG

−6.8%Year to date+12.1%

6.9%Yield1.5%

−7.5%Past year+14.3%

0.50%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026