PBDC vs VIG

APBDC

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG

Lowest cost0.04%VIG · $4 on $10k

Most income11.34%PBDC · $1,134 on $10k

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

Held in common0.0%PBDC and VIG

PBDC

VIG

Putnam BDC Income ETF · $279MVanguard Dividend Appreciation ETF · $109B

+6.7%3 years · per year$12,146 · $17,369+20.2%

[…]5 years · per year[…] · $16,495+10.5%

11.77%Expense ratio$1,177 · $4 on $10k · lower wins0.04%

11.34%12-mo yield$1,134 · $147 on $10k1.47%

−15.6%Worst dropSmaller wins−7.9%

19.4%VolatilityLower wins10.0%

1–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBDC · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 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%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	APBDC	Putnam BDC Income ETFRead Desk		11.77%	11.34%	−0.9%	−7.4%	−5.1%	+6.7%	new	−15.6%	$279M

End-of-day Nov 3, 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%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	APBDC	Putnam BDC Income ETFRead Desk		11.77%	11.34%	−0.9%	−7.4%	−5.1%	+6.7%	new	−15.6%	$279M

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

Cards for this view

PBDC vs VIG

PBDC

Putnam BDC Income

[…]

VIG

Vanguard Dividend Appreciation

$16,495

MeasurePBDCVIG

Fee11.77%0.04%

Cost on $10k a year$1,177$4

Yield11.34%1.47%

5 years, per year[…]+10.5%

3 years, per year+6.7%+20.2%

Worst drop · 1Y−15.6%−7.9%

Volatility · 1Y19.4%10.0%

4–1measures won
VIG first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: PBDC, VIG

Today

0.0%most shared, PBDC and VIG

PBDCVIG

PBDC—0.0%

VIG0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$143most kept, VIG

VIG$147 − $4 = $143

PBDC$1,134 − $1,177 = −$43

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee