PBUS vs VIG

APBUS

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,719PBUS · VIG $17,005

Lowest cost0.04%PBUS · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common42.2%PBUS and VIG

PBUS

VIG

Invesco MSCI USA ETF · $10.5BVanguard Dividend Appreciation ETF · $109B

+24.3%3 years · per year$19,195 · $17,533+20.6%

+12.1%5 years · per year$17,719 · $17,005+11.2%

0.04%Expense ratio$4 · $4 on $10k · lower wins0.04%

1.00%12-mo yield$100 · $144 on $10k1.44%

−9.0%Worst dropSmaller wins−7.9%

13.1%VolatilityLower wins10.2%

2–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBUS · VIG

5.6%MSFT4.9%

7.5%AAPL4.9%

2.3%AVGO4.3%

1.7%LLY4.1%

Held in common42.2%

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	APBUS	Invesco MSCI USA ETFRead Desk		0.04%	1.00%	+1.6%	+13.1%	+12.9%	+24.3%	+12.1%	−9.0%	$10.5B
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	APBUS	Invesco MSCI USA ETFRead Desk		0.04%	1.00%	+1.6%	+13.1%	+12.9%	+24.3%	+12.1%	−9.0%	$10.5B
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

PBUS vs VIG

PBUS

Invesco MSCI USA

$17,719

VIG

Vanguard Dividend Appreciation

$17,005

MeasurePBUSVIG

Fee0.04%0.04%

Cost on $10k a year$4$4

Yield1.00%1.44%

5 years, per year+12.1%+11.2%

3 years, per year+24.3%+20.6%

Worst drop · 1Y−9.0%−7.9%

Volatility · 1Y13.1%10.2%

3–2measures won
VIG first

42.2%

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: PBUS, VIG

Today

42.2%most shared, PBUS and VIG

PBUSVIG

PBUS—42.2%

VIG42.2%—

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

PBUS$100 − $4 = $96

KeptFee

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