PBE vs VIG

APBE

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · PBE $13,378

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 common1.8%PBE and VIG

PBE

VIG

Invesco Biotechnology & Genome ETF · $442MVanguard Dividend Appreciation ETF · $109B

+23.7%3 years · per year$18,935 · $16,814+18.9%

+6.0%5 years · per year$13,378 · $16,331+10.3%

0.59%Expense ratio$59 · $4 on $10k · lower wins0.04%

1.34%12-mo yield$134 · $149 on $10k1.49%

−11.7%Worst dropSmaller wins−7.9%

20.6%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBE · VIG

5.1%AMGN1.0%

5.5%GILD0.8%

Held in common1.8%

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	APBE	Invesco Biotechnology & Genome ETFRead Desk		0.59%	1.34%	−5.2%	+22.1%	+36.7%	+23.7%	+6.0%	−11.7%	$442M

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	APBE	Invesco Biotechnology & Genome ETFRead Desk		0.59%	1.34%	−5.2%	+22.1%	+36.7%	+23.7%	+6.0%	−11.7%	$442M

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

PBE vs VIG

PBE

Invesco Biotechnology & Genome

$13,378

VIG

Vanguard Dividend Appreciation

$16,331

MeasurePBEVIG

Fee0.59%0.04%

Cost on $10k a year$59$4

Yield1.34%1.49%

5 years, per year+6.0%+10.3%

3 years, per year+23.7%+18.9%

Worst drop · 1Y−11.7%−7.9%

Volatility · 1Y20.6%10.8%

5–1measures won
VIG first

1.8%

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PBE, VIG

Today

1.8%most shared, PBE and VIG

PBEVIG

PBE—1.8%

VIG1.8%—

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

PBE$134 − $59 = $75

KeptFee

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