PCEF vs VTI

APCEF

BVTI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,697VTI · PCEF $12,133

Lowest cost0.03%VTI · $3 on $10k

Most income7.68%PCEF · $768 on $10k

Smallest drop−8.3%PCEF · worst fall in 1Y

Held in common0.0%PCEF and VTI

PCEF

VTI

Invesco CEF Income Composite ETF · $735MVanguard Morningstar Total Stock Market ETF · $689B

+13.8%3 years · per year$14,742 · $18,090+21.8%

+3.9%5 years · per year$12,133 · $16,697+10.8%

2.76%Expense ratio$276 · $3 on $10k · lower wins0.03%

7.68%12-mo yield$768 · $106 on $10k1.06%

−8.3%Worst dropSmaller wins−8.9%

10.7%VolatilityLower wins13.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPCEF · VTI

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	APCEF	Invesco CEF Income Composite ETFRead Desk		2.76%	7.68%	+1.8%	+3.9%	+5.4%	+13.8%	+3.9%	−8.3%	$735M

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	APCEF	Invesco CEF Income Composite ETFRead Desk		2.76%	7.68%	+1.8%	+3.9%	+5.4%	+13.8%	+3.9%	−8.3%	$735M

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

PCEF vs VTI

PCEF

Invesco CEF Income Composite

$12,133

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasurePCEFVTI

Fee2.76%0.03%

Cost on $10k a year$276$3

Yield7.68%1.06%

5 years, per year+3.9%+10.8%

3 years, per year+13.8%+21.8%

Worst drop · 1Y−8.3%−8.9%

Volatility · 1Y10.7%13.9%

3–3measures won
level

0.0%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD 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

Overlap: PCEF, VTI

Today

0.0%most shared, PCEF and VTI

PCEFVTI

PCEF—0.0%

VTI0.0%—

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

Income After Fees on $10,000

$492most kept, PCEF

PCEF$768 − $276 = $492

VTI$106 − $3 = $103

KeptFee

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