Compare · 2 funds side by side · dividends reinvested

PY and VIG

PYPrincipal×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

PY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

Principal Value ETFUS Stock Styles · Value0.15%1.64%+15.3%+18.0%+19.2%+9.5%−6.2%10.4%$245M1.8

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: PY 2016 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Principal Value ETF · $245M$15,712

VIG

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

$10,000 five years ago, dividends reinvested · they hold 34.1% in common

PYMeasureVIG

+15.3%Year to dateJan 1 → Nov 4+16.4%

+18.0%1 yearTotal return+18.9%

+19.2%3 years · per year$10,000 became $16,934 · $17,533+20.6%

+9.5%5 years · per year$10,000 became $15,712 · $17,005+11.2%

0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%

1.64%Trailing 12-mo yield$164 · $144 a year on $10k1.44%

−6.2%Worst dropSmaller is better−7.9%

10.4%VolatilityLower is calmer10.2%

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

2–6VIG wins

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

More Ways to See the Pairs

PY vs VIG: Top 5 Holdings

Today

18.0%in top 5

VIG

in top 522.1%

PYStockVIG

8.8%AAPL4.9%

not top 5MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.2%AMZNnot top 5

2.1%PGnot top 5

2.0%UNHnot top 5

1.9%Vnot top 5

Held in common34.1%

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

PY vs VIG Returns, Every Period

PrincipalPY

+9.5%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

PYVIGFaded: behind in that period

0–4VIG wins

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

Stocks vs Income: PY vs VIG

YTD

PrincipalPY

+15.3%

VIGVanguard

+16.4%

+15.3%Year to date+16.4%

−6.2%Worst drop · 1Y−7.9%

10.4%Volatility · 1Y10.2%

1.6%Yield1.4%

$245MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: PY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

PY0.15%$15

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

Yields: PY, VIG

1.64%highest, PY

FundTrailing yieldYield$10k

PY1.64%$164

VIG1.44%$144

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

Income After Fees on $10,000

$149most kept, PY

PY$164 − $15 = $149

VIG$144 − $4 = $140

KeptFee

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

Overlap: PY, VIG

Today

34.1%most shared, PY and VIG

PYVIG

PY—34.1%

VIG34.1%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

PYWorst drop−6.2%10.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PYVIG

+15.3%Year to date+16.4%

1.6%Yield1.4%

+18.0%Past year+18.9%

0.15%Fee0.04%

3–1VIG 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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026