PBUS vs VIG

APBUS

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,807PBUS · SCHD $16,267

Lowest cost0.04%PBUS · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common42.5%PBUS and VIG

PBUS

VIG

Invesco MSCI USA ETF · $10.2BVanguard Dividend Appreciation ETF · $109B

+21.9%3 years · per year$18,100 · $16,669+18.6%

+10.9%5 years · per year$16,807 · $16,243+10.2%

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

1.05%12-mo yield$105 · $150 on $10k1.50%

−9.0%Worst dropSmaller wins−7.9%

13.8%VolatilityLower wins10.8%

2–3VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBUS · VIG

6.0%MSFT4.9%

8.0%AAPL4.9%

2.1%AVGO4.3%

1.7%LLY4.1%

Held in common42.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	APBUS	Invesco MSCI USA ETFRead Desk	0.04%	1.05%	+0.4%	+8.5%	+9.2%	+21.9%	+10.9%	−9.0%	$10.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	APBUS	Invesco MSCI USA ETFRead Desk	0.04%	1.05%	+0.4%	+8.5%	+9.2%	+21.9%	+10.9%	−9.0%	$10.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 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

$16,807

VIG

Vanguard Dividend Appreciation

$16,243

MeasurePBUSVIG

Fee0.04%0.04%

Cost on $10k a year$4$4

Yield1.05%1.50%

5 years, per year+10.9%+10.2%

3 years, per year+21.9%+18.6%

Worst drop · 1Y−9.0%−7.9%

Volatility · 1Y13.8%10.8%

3–2measures won
VIG first

42.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PBUS, VIG, SCHD

Today

42.5%most shared, PBUS and VIG

PBUSVIGSCHD

PBUS—42.5%8.6%

VIG42.5%—14.5%

SCHD8.6%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

PBUS$105 − $4 = $101

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee