KBWP vs VIG

AKBWP

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$19,928KBWP · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.71%KBWP · $171 on $10k

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

Held in common2.6%KBWP and VIG

KBWP

VIG

Invesco KBW Property & Casualty Insurance ETF · $305MVanguard Dividend Appreciation ETF · $109B

+20.5%3 years · per year$17,484 · $17,533+20.6%

+14.8%5 years · per year$19,928 · $17,005+11.2%

0.35%Expense ratio$35 · $4 on $10k · lower wins0.04%

1.71%12-mo yield$171 · $144 on $10k1.44%

−12.0%Worst dropSmaller wins−7.9%

18.3%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBWP · VIG

8.2%CB0.5%

8.1%MRSH0.4%

8.2%TRV0.3%

7.8%AON0.3%

Held in common2.6%

End-of-day Nov 4, 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	AKBWP	Invesco KBW Property & Casualty Insurance ETFRead Desk		0.35%	1.71%	+2.7%	+14.5%	+26.2%	+20.5%	+14.8%	−12.0%	$305M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AKBWP	Invesco KBW Property & Casualty Insurance ETFRead Desk		0.35%	1.71%	+2.7%	+14.5%	+26.2%	+20.5%	+14.8%	−12.0%	$305M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

KBWP vs VIG

KBWP

Invesco KBW Property & Casualty Insurance

$19,928

VIG

Vanguard Dividend Appreciation

$17,005

MeasureKBWPVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield1.71%1.44%

5 years, per year+14.8%+11.2%

3 years, per year+20.5%+20.6%

Worst drop · 1Y−12.0%−7.9%

Volatility · 1Y18.3%10.2%

4–2measures won
VIG first

2.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: KBWP, VIG

Today

2.6%most shared, KBWP and VIG

KBWPVIG

KBWP—2.6%

VIG2.6%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

KBWP$171 − $35 = $136

KeptFee

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