Compare · 3 funds side by side · dividends reinvested

PSCD, VIG and XLF

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

02 / 04

PSCD, VIG and XLF, 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

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.3

Invesco S&P SmallCap Consumer Discretionary ETFSectors · Consumer0.29%1.00%+11.4%+14.7%+13.9%+2.3%−14.2%23.6%$25M2.5

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: PSCD 2010 · VIG 2006 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Consumer Discretionary ETF · $25M$11,198

PSCD

VIG

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

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

PSCDMeasureVIG

+11.4%Year to dateJan 1 → Nov 6+12.1%

+14.7%1 yearTotal return+14.3%

+13.9%3 years · per year$10,000 became $14,779 · $16,669+18.6%

+2.3%5 years · per year$10,000 became $11,198 · $16,243+10.2%

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

1.00%Trailing 12-mo yield$100 · $150 a year on $10k1.50%

−14.2%Worst dropSmaller is better−7.9%

23.6%VolatilityLower is calmer10.8%

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

1–7VIG wins

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

More Ways to See the Pairs

PSCD vs VIG: Top 5 Holdings

Today

PSCD

16.7%in top 5

VIG

in top 522.1%

PSCDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.7%LTHnot top 5

3.5%VSXYnot top 5

3.2%POOLnot top 5

3.2%ETSYnot top 5

3.1%MHKnot top 5

Held in common0.0%

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

PSCD vs VIG Returns, Every Period

InvescoPSCD

+2.3%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

PSCDVIGFaded: behind in that period

1–3VIG wins

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

Sector vs Income: PSCD vs VIG

YTD

InvescoPSCD

+11.4%

VIGVanguard

+12.1%

+11.4%Year to date+12.1%

−14.2%Worst drop · 1Y−7.9%

23.6%Volatility · 1Y10.8%

1.0%Yield1.5%

$25.4MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: PSCD, VIG, XLF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XLF0.08%$8

PSCD0.29%$29

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

Yields: PSCD, VIG, XLF

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

XLF1.44%$144

PSCD1.00%$100

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

XLF$144 − $8 = $136

PSCD$100 − $29 = $71

KeptFee

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

Overlap: PSCD, VIG, XLF

Today

19.5%most shared, VIG and XLF

PSCDVIGXLF

PSCD—0.0%0.0%

VIG0.0%—19.5%

XLF0.0%19.5%—

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

Return vs Bumpiness: 3 ETFs

+14.7%PSCD, at 23.6% volatility

VIGWorst drop−7.9%10.8% vol

XLFWorst drop−14.8%15.3% vol

PSCDWorst drop−14.2%23.6% vol

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

Paid More vs Made More

YTD

VIGPSCD

+12.1%Year to date+11.4%

1.5%Yield1.0%

+14.3%Past year+14.7%

0.04%Fee0.29%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026