PEY vs VYM

APEY

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · PEY $15,225

Lowest cost0.04%VYM · $4 on $10k

Most income4.20%PEY · $420 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common7.0%PEY and VYM

PEY

VYM

Invesco High Yield Equity Dividend Achievers ETF · $1.2BVanguard High Dividend Yield ETF · $78.9B

+15.3%3 years · per year$15,347 · $17,150+19.7%

+8.8%5 years · per year$15,225 · $17,254+11.5%

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

4.20%12-mo yield$420 · $226 on $10k2.26%

−9.4%Worst dropSmaller wins−6.7%

14.6%VolatilityLower wins10.8%

1–5VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPEY · VYM

1.6%CVX1.6%

2.3%VZ0.8%

2.8%PFE0.7%

1.5%BMY0.5%

Held in common7.0%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	APEY	Invesco High Yield Equity Dividend Achievers ETFRead Desk		0.68%	4.20%	+1.3%	+27.5%	+30.0%	+15.3%	+8.8%	−9.4%	$1.2B

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	APEY	Invesco High Yield Equity Dividend Achievers ETFRead Desk		0.68%	4.20%	+1.3%	+27.5%	+30.0%	+15.3%	+8.8%	−9.4%	$1.2B

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

PEY vs VYM

PEY

Invesco High Yield Equity Dividend Achievers

$15,225

VYM

Vanguard High Dividend Yield

$17,254

MeasurePEYVYM

Fee0.68%0.04%

Cost on $10k a year$68$4

Yield4.20%2.26%

5 years, per year+8.8%+11.5%

3 years, per year+15.3%+19.7%

Worst drop · 1Y−9.4%−6.7%

Volatility · 1Y14.6%10.8%

5–1measures won
VYM first

7.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

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: PEY, VYM

Today

7.0%most shared, PEY and VYM

PEYVYM

PEY—7.0%

VYM7.0%—

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

Income After Fees on $10,000

$352most kept, PEY

PEY$420 − $68 = $352

VYM$226 − $4 = $222

KeptFee

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