Compare · 2 funds side by side · dividends reinvested

PHEQ and VIG

PHEQEaton Vance×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

PHEQ 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

Parametric Hedged Equity ETFDefined Outcome · Hedged equity0.29%0.83%+7.0%+8.2%+14.1%[…]−4.3%6.7%$151M1.7

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: PHEQ 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Parametric Hedged Equity ETF · $151M[…]

PHEQ

VIG

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

$10,000 five years ago, dividends reinvested · they hold 38.1% in common

PHEQMeasureVIG

+7.0%Year to dateJan 1 → Nov 6+12.1%

+8.2%1 yearTotal return+14.3%

+14.1%3 years · per year$10,000 became $14,863 · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.29%Expense ratio$29 · $4 a year on $10k · lower is better0.04%

0.83%Trailing 12-mo yield$84 · $150 a year on $10k1.50%

−4.3%Worst dropSmaller is better−7.9%

6.7%VolatilityLower is calmer10.8%

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

2–5VIG wins

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

More Ways to See the Pairs

PHEQ vs VIG: Top 5 Holdings

Today

PHEQ

27.9%in top 5

VIG

in top 522.1%

PHEQStockVIG

7.9%AAPL4.9%

6.8%NVDAnot top 5

6.4%MSFT4.9%

not top 5AVGO4.3%

4.2%AMZNnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

2.7%GOOGLnot top 5

Held in common38.1%

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

PHEQ vs VIG Returns, Every Period

Eaton VancePHEQ

+8.2%

past year

VIGVanguard

+14.3%

past year

PHEQVIGFaded: behind in that period

0–3VIG wins

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

Defined Outcome vs Income: PHEQ vs VIG

YTD

Eaton VancePHEQ

+7.0%

VIGVanguard

+12.1%

+7.0%Year to date+12.1%

−4.3%Worst drop · 1Y−7.9%

6.7%Volatility · 1Y10.8%

0.8%Yield1.5%

$151MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: PHEQ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

PHEQ0.29%$29

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

Yields: PHEQ, VIG

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

PHEQ0.83%$84

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

PHEQ$84 − $29 = $55

KeptFee

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

Overlap: PHEQ, VIG

Today

38.1%most shared, PHEQ and VIG

PHEQVIG

PHEQ—38.1%

VIG38.1%—

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

PHEQWorst drop−4.3%6.7% 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

VIGPHEQ

+12.1%Year to date+7.0%

1.5%Yield0.8%

+14.3%Past year+8.2%

0.04%Fee0.29%

4–0VIG 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%

$44.9BAssets$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