Compare · 2 funds side by side · dividends reinvested

PWV and VUG

PWVInvesco×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,507PWV · best of the two

02 / 04

PWV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Large Cap Value ETFUS Stock Styles · Value0.55%1.76%+19.1%+23.2%+22.4%+13.1%−7.9%10.4%$1.9B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

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: PWV 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Large Cap Value ETF · $1.9B$18,507

PWV

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

PWVMeasureVUG

+19.1%Year to dateJan 1 → Nov 6+1.4%

+23.2%1 yearTotal return+0.2%

+22.4%3 years · per year$10,000 became $18,346 · $18,415+22.6%

+13.1%5 years · per year$10,000 became $18,507 · $16,124+10.0%

0.55%Expense ratio$55 · $3 a year on $10k · lower is better0.03%

1.76%Trailing 12-mo yield$176 · $42 a year on $10k0.42%

−7.9%Worst dropSmaller is better−15.1%

10.4%VolatilityLower is calmer19.0%

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

6–2PWV wins

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

More Ways to See the Pairs

PWV vs VUG: Top 5 Holdings

Today

PWV

18.0%in top 5

VUG

in top 545.2%

PWVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

3.7%CVXnot top 5

3.7%DISnot top 5

3.6%AMGNnot top 5

3.6%XOMnot top 5

3.5%PEPnot top 5

Held in common0.2%

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

PWV vs VUG Returns, Every Period

InvescoPWV

+13.1%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

PWVVUGFaded: behind in that period

3–1PWV wins

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

PWV vs VUG

YTD

InvescoPWV

+19.1%

VUGVanguard

+1.4%

+19.1%Year to date+1.4%

−7.9%Worst drop · 1Y−15.1%

10.4%Volatility · 1Y19.0%

1.8%Yield0.4%

$1.9BAssets$233B

4–0PWV wins

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

Cost, Income and Risk

Fees: PWV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

PWV0.55%$55

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

Yields: PWV, VUG

1.76%highest, PWV

FundTrailing yieldYield$10k

PWV1.76%$176

VUG0.42%$42

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

Income After Fees on $10,000

$121most kept, PWV

PWV$176 − $55 = $121

VUG$42 − $3 = $39

KeptFee

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

Overlap: PWV, VUG

Today

0.2%most shared, PWV and VUG

PWVVUG

PWV—0.2%

VUG0.2%—

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

Return vs Bumpiness: 2 ETFs

+23.2%PWV, at 10.4% volatility

PWVWorst drop−7.9%10.4% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

PWVVUG

+19.1%Year to date+1.4%

1.8%Yield0.4%

+23.2%Past year+0.2%

0.55%Fee0.03%

3–1PWV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

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