PBW vs VIG

APBW

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common0.1%PBW and VIG

PBW

VIG

Invesco WilderHill Clean Energy ETF · $306MVanguard Dividend Appreciation ETF · $109B

+3.3%3 years · per year$11,032 · $16,775+18.8%

−19.8%5 years · per year$3,327 · $16,638+10.7%

0.63%Expense ratio$63 · $4 on $10k · lower wins0.04%

2.45%12-mo yield$245 · $146 on $10k1.46%

−47.1%Worst dropSmaller wins−7.9%

43.2%VolatilityLower wins11.0%

1–5VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBW · VIG

1.4%ALB0.1%

Held in common0.1%

End-of-day Nov 9, 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	APBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.45%	+3.8%	−9.3%	−11.7%	+3.3%	−19.8%	−47.1%	$306M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	APBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.45%	+3.8%	−9.3%	−11.7%	+3.3%	−19.8%	−47.1%	$306M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PBW vs VIG

PBW

Invesco WilderHill Clean Energy

$3,327

VIG

Vanguard Dividend Appreciation

$16,638

MeasurePBWVIG

Fee0.63%0.04%

Cost on $10k a year$63$4

Yield2.45%1.46%

5 years, per year−19.8%+10.7%

3 years, per year+3.3%+18.8%

Worst drop · 1Y−47.1%−7.9%

Volatility · 1Y43.2%11.0%

5–1measures won
VIG first

0.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: PBW, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

PBWVIGSCHD

PBW—0.1%0.0%

VIG0.1%—14.5%

SCHD0.0%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

PBW$245 − $63 = $182

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee