Compare · 2 funds side by side · dividends reinvested

PWV and VIG

PWVInvesco×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,246PWV · best of the two

02 / 04

PWV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Large Cap Value ETFUS Stock Styles · Value0.55%1.70%+23.0%+27.5%+24.4%+14.0%−7.9%10.0%$1.9B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PWV 2005 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Large Cap Value ETF · $1.9B$19,246

PWV

VIG

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

$10,000 five years ago, dividends reinvested · they hold 16.6% in common

PWVMeasureVIG

+23.0%Year to dateJan 1 → Nov 4+16.4%

+27.5%1 yearTotal return+18.9%

+24.4%3 years · per year$10,000 became $19,273 · $17,533+20.6%

+14.0%5 years · per year$10,000 became $19,246 · $17,005+11.2%

0.55%Expense ratio$55 · $4 a year on $10k · lower is better0.04%

1.70%Trailing 12-mo yield$170 · $144 a year on $10k1.44%

−7.9%Worst dropSmaller is better−7.9%

10.0%VolatilityLower is calmer10.2%

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

6–1PWV wins

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

More Ways to See the Pairs

PWV vs VIG: Top 5 Holdings

Today

PWV

18.1%in top 5

VIG

in top 522.1%

PWVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.8%CVXnot top 5

3.8%XOMnot top 5

3.5%AMGNnot top 5

3.5%DISnot top 5

3.5%UNHnot top 5

Held in common16.6%

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

PWV vs VIG Returns, Every Period

InvescoPWV

+14.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

PWVVIGFaded: behind in that period

4–0PWV wins

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

Stocks vs Income: PWV vs VIG

YTD

InvescoPWV

+23.0%

VIGVanguard

+16.4%

+23.0%Year to date+16.4%

−7.9%Worst drop · 1Y−7.9%

10.0%Volatility · 1Y10.2%

1.7%Yield1.4%

$1.9BAssets$109B

3–0PWV wins

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

Cost, Income and Risk

Fees: PWV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

PWV0.55%$55

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

Yields: PWV, VIG

1.70%highest, PWV

FundTrailing yieldYield$10k

PWV1.70%$170

VIG1.44%$144

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

PWV$170 − $55 = $115

KeptFee

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

Overlap: PWV, VIG

Today

16.6%most shared, PWV and VIG

PWVVIG

PWV—16.6%

VIG16.6%—

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

Return vs Bumpiness: 2 ETFs

+27.5%PWV, at 10.0% volatility

PWVWorst drop−7.9%10.0% 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

PWVVIG

+23.0%Year to date+16.4%

1.7%Yield1.4%

+27.5%Past year+18.9%

0.55%Fee0.04%

3–1PWV wins

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026