PEY vs VIG

APEY

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · PEY $15,371

Lowest cost0.04%VIG · $4 on $10k

Most income4.19%PEY · $419 on $10k

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

Held in common0.0%PEY and VIG

PEY

VIG

Invesco High Yield Equity Dividend Achievers ETF · $1.2BVanguard Dividend Appreciation ETF · $109B

+16.5%3 years · per year$15,818 · $16,814+18.9%

+9.0%5 years · per year$15,371 · $16,331+10.3%

0.68%Expense ratio$68 · $4 on $10k · lower wins0.04%

4.19%12-mo yield$419 · $149 on $10k1.49%

−9.4%Worst dropSmaller wins−7.9%

14.6%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsPEY · VIG

1.2%HNI0.0%

Held in common0.0%

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	APEY	Invesco High Yield Equity Dividend Achievers ETFRead Desk		0.68%	4.19%	−1.3%	+27.7%	+28.0%	+16.5%	+9.0%	−9.4%	$1.2B

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	APEY	Invesco High Yield Equity Dividend Achievers ETFRead Desk		0.68%	4.19%	−1.3%	+27.7%	+28.0%	+16.5%	+9.0%	−9.4%	$1.2B

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

PEY vs VIG

PEY

Invesco High Yield Equity Dividend Achievers

$15,371

VIG

Vanguard Dividend Appreciation

$16,331

MeasurePEYVIG

Fee0.68%0.04%

Cost on $10k a year$68$4

Yield4.19%1.49%

5 years, per year+9.0%+10.3%

3 years, per year+16.5%+18.9%

Worst drop · 1Y−9.4%−7.9%

Volatility · 1Y14.6%10.8%

5–1measures won
VIG first

0.0%

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%

$120BAssets$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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PEY, VIG

Today

0.0%most shared, PEY and VIG

PEYVIG

PEY—0.0%

VIG0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$351most kept, PEY

PEY$419 − $68 = $351

VIG$149 − $4 = $145

KeptFee

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