PEZ vs VDC

APEZ

BVDC

Measures won1–5VDC wins · of 6 · 5Y

$10,000 · 5Y$15,007VDC · PEZ $10,885

Lowest cost0.09%VDC · $9 on $10k

Most income1.97%VDC · $197 on $10k

Smallest drop−9.4%VDC · worst fall in 1Y

Held in common0.3%PEZ and VDC

PEZ

VDC

Invesco Dorsey Wright Consumer Cyclicals Momentum ETF · $22MVanguard Consumer Staples ETF · $7.4B

+17.2%3 years · per year$16,095 · $14,654+13.6%

+1.7%5 years · per year$10,885 · $15,007+8.5%

0.97%Expense ratio$97 · $9 on $10k · lower wins0.09%

0.38%12-mo yield$38 · $197 on $10k1.97%

−15.8%Worst dropSmaller wins−9.4%

20.4%VolatilityLower wins15.3%

1–5VDC wins

$10,000 · 5 yearsOne scale

Shared top holdingsPEZ · VDC

2.5%PSMT0.3%

Held in common0.3%

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	BVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	1.97%	+1.0%	+19.3%	+22.6%	+13.6%	+8.5%	−9.4%	$7.4B
2	APEZ	Invesco Dorsey Wright Consumer Cyclicals Momentum ETFRead Desk		0.97%	0.38%	+2.9%	−1.2%	+9.5%	+17.2%	+1.7%	−15.8%	$22M

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	BVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	1.97%	+1.0%	+19.3%	+22.6%	+13.6%	+8.5%	−9.4%	$7.4B
2	APEZ	Invesco Dorsey Wright Consumer Cyclicals Momentum ETFRead Desk		0.97%	0.38%	+2.9%	−1.2%	+9.5%	+17.2%	+1.7%	−15.8%	$22M

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

PEZ vs VDC

PEZ

Invesco Dorsey Wright Consumer Cyclicals Momentum

$10,885

VDC

Vanguard Consumer Staples

$15,007

MeasurePEZVDC

Fee0.97%0.09%

Cost on $10k a year$97$9

Yield0.38%1.97%

5 years, per year+1.7%+8.5%

3 years, per year+17.2%+13.6%

Worst drop · 1Y−15.8%−9.4%

Volatility · 1Y20.4%15.3%

5–1measures won
VDC first

0.3%

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%

$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

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: PEZ, VDC

Today

0.3%most shared, PEZ and VDC

PEZVDC

PEZ—0.3%

VDC0.3%—

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

Income After Fees on $10,000

$188most kept, VDC

VDC$197 − $9 = $188

PEZ$38 − $97 = −$59

KeptFee

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