IGPT vs VIG

AIGPT

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · IGPT $15,518

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common1.5%IGPT and VIG

IGPT

VIG

Invesco AI and Next Gen Software ETF · $1.2BVanguard Dividend Appreciation ETF · $109B

+32.4%3 years · per year$23,220 · $16,814+18.9%

+9.2%5 years · per year$15,518 · $16,331+10.3%

0.57%Expense ratio$57 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $149 on $10k1.49%

−32.5%Worst dropSmaller wins−7.9%

41.4%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGPT · VIG

2.6%QCOM0.9%

0.9%EMR0.4%

0.6%MCHP0.2%

0.2%CGNX0.0%

Held in common1.5%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AIGPT	Invesco AI and Next Gen Software ETFRead Desk		0.57%	0.00%	−10.7%	+22.7%	+23.3%	+32.4%	+9.2%	−32.5%	$1.2B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AIGPT	Invesco AI and Next Gen Software ETFRead Desk		0.57%	0.00%	−10.7%	+22.7%	+23.3%	+32.4%	+9.2%	−32.5%	$1.2B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IGPT vs VIG

IGPT

Invesco AI and Next Gen Software

$15,518

VIG

Vanguard Dividend Appreciation

$16,331

MeasureIGPTVIG

Fee0.57%0.04%

Cost on $10k a year$57$4

Yield0.00%1.49%

5 years, per year+9.2%+10.3%

3 years, per year+32.4%+18.9%

Worst drop · 1Y−32.5%−7.9%

Volatility · 1Y41.4%10.8%

5–1measures won
VIG first

1.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IGPT, VIG

Today

1.5%most shared, IGPT and VIG

IGPTVIG

IGPT—1.5%

VIG1.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

IGPT$0 − $57 = −$57

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee