Compare · 2 funds side by side · dividends reinvested

SPVM and VIG

SPVMInvesco×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,427SPVM · best of the two

02 / 04

SPVM and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 Value with Momentum ETFUS Stock Styles · Value0.44%1.79%+17.8%+24.4%+22.1%+11.7%−7.3%10.8%$142M1.3

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: SPVM 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Value with Momentum ETF · $142M$17,427

SPVM

VIG

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

$10,000 five years ago, dividends reinvested · they hold 9.2% in common

SPVMMeasureVIG

+17.8%Year to dateJan 1 → Nov 4+16.4%

+24.4%1 yearTotal return+18.9%

+22.1%3 years · per year$10,000 became $18,214 · $17,533+20.6%

+11.7%5 years · per year$10,000 became $17,427 · $17,005+11.2%

0.44%Expense ratio$44 · $4 a year on $10k · lower is better0.04%

1.79%Trailing 12-mo yield$179 · $144 a year on $10k1.44%

−7.3%Worst dropSmaller is better−7.9%

10.8%VolatilityLower is calmer10.2%

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

6–2SPVM wins

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

More Ways to See the Pairs

SPVM vs VIG: Top 5 Holdings

Today

SPVM

9.0%in top 5

VIG

in top 522.1%

SPVMStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.9%PSXnot top 5

1.8%MPCnot top 5

1.8%ALLnot top 5

1.8%GMnot top 5

1.7%TRVnot top 5

Held in common9.2%

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

SPVM vs VIG Returns, Every Period

InvescoSPVM

+11.7%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

SPVMVIGFaded: behind in that period

4–0SPVM wins

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

Stocks vs Income: SPVM vs VIG

YTD

InvescoSPVM

+17.8%

VIGVanguard

+16.4%

+17.8%Year to date+16.4%

−7.3%Worst drop · 1Y−7.9%

10.8%Volatility · 1Y10.2%

1.8%Yield1.4%

$142MAssets$109B

3–1SPVM wins

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

Cost, Income and Risk

Fees: SPVM, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SPVM0.44%$44

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

Yields: SPVM, VIG

1.79%highest, SPVM

FundTrailing yieldYield$10k

SPVM1.79%$179

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

SPVM$179 − $44 = $135

KeptFee

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

Overlap: SPVM, VIG

Today

9.2%most shared, SPVM and VIG

SPVMVIG

SPVM—9.2%

VIG9.2%—

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

Return vs Bumpiness: 2 ETFs

+24.4%SPVM, at 10.8% volatility

VIGWorst drop−7.9%10.2% vol

SPVMWorst drop−7.3%10.8% vol

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

Paid More vs Made More

YTD

SPVMVIG

+17.8%Year to date+16.4%

1.8%Yield1.4%

+24.4%Past year+18.9%

0.44%Fee0.04%

3–1SPVM 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