Compare · 2 funds side by side · dividends reinvested

UPGD and VIG

UPGDInvesco×VIGVanguard×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,583VIG · best of the two

Story of the two · IncomeMost incomeUPGD · 1.57% · $157 a year on $10k

Story of the two · RiskSmallest drop

UPGD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.1

Invesco Bloomberg Analyst Rating Improvers ETFUnsorted0.40%1.57%+11.5%+14.5%+15.9%+6.4%−10.0%14.3%$109M1.9

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

End-of-day Nov 10, 2026 · returns include dividends · since: UPGD 2006 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Bloomberg Analyst Rating Improvers ETF · $109M$13,607

UPGD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,583

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

UPGDMeasureVIG

+11.5%

More Ways to See the Pairs

UPGD vs VIG: Top 5 Holdings

Today

UPGD

11.9%in top 5

VIG

in top 522.1%

UPGDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Cost, Income and Risk

Fees: UPGD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

UPGD0.40%$40

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

Yields: UPGD, VIG

1Y

1.57%highest, UPGD

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+15.1%

+14.5%1 yearTotal return+17.8%

+15.9%3 years · per year$10,000 became $15,565 · $16,696+18.6%

+6.4%5 years · per year$10,000 became $13,607 · $16,583+10.6%

0.40%Expense ratio$40 · $4 a year on $10k · lower is better0.04%

1.57%Trailing 12-mo yield$157 · $146 a year on $10k1.46%

−10.0%Worst dropSmaller is better−7.9%

14.3%VolatilityLower is calmer11.0%

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

1–7VIG wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.5%MTDnot top 5

2.4%EBAYnot top 5

2.4%ALLEnot top 5

2.3%MARnot top 5

2.3%ELnot top 5

Held in common4.9%

End-of-day Nov 10, 2026 · share of each fund

UPGD vs VIG Returns, Every Period

5Y

InvescoUPGD

+6.4%

5 years, per year

VIGVanguard

+10.6%

5 years, per year

UPGDVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: UPGD vs VIG

YTD

InvescoUPGD

+11.5%

VIGVanguard

+15.1%

+11.5%Year to date+15.1%

−10.0%Worst drop · 1Y−7.9%

14.3%Volatility · 1Y11.0%

1.6%Yield1.5%

$109MAssets$109B

3–1VIG wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

UPGD1.57%$157

VIG1.46%$146

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$142most kept, VIG

VIG$146 − $4 = $142

UPGD$157 − $40 = $117

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: UPGD, VIG

Today

4.9%most shared, UPGD and VIG

UPGDVIG

UPGD—4.9%

VIG4.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.8%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

UPGDWorst drop−10.0%14.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

UPGDVIG

+11.5%Year to date+15.1%

1.6%Yield1.5%

+14.5%Past year+17.8%

0.40%Fee0.04%

3–1VIG wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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UPGD and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two