PEZ vs VIG

APEZ

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · PEZ $10,865

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common0.3%PEZ and VIG

PEZ

VIG

Invesco Dorsey Wright Consumer Cyclicals Momentum ETF · $23MVanguard Dividend Appreciation ETF · $109B

+17.4%3 years · per year$16,198 · $16,669+18.6%

+1.7%5 years · per year$10,865 · $16,243+10.2%

0.97%Expense ratio$97 · $4 on $10k · lower wins0.04%

0.39%12-mo yield$39 · $150 on $10k1.50%

−15.8%Worst dropSmaller wins−7.9%

20.4%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsPEZ · VIG

5.8%CAH0.2%

2.4%GHC0.0%

2.5%DDS0.0%

Held in common0.3%

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	APEZ	Invesco Dorsey Wright Consumer Cyclicals Momentum ETFRead Desk		0.97%	0.39%	−0.8%	−3.9%	+3.4%	+17.4%	+1.7%	−15.8%	$23M

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	APEZ	Invesco Dorsey Wright Consumer Cyclicals Momentum ETFRead Desk		0.97%	0.39%	−0.8%	−3.9%	+3.4%	+17.4%	+1.7%	−15.8%	$23M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PEZ vs VIG

PEZ

Invesco Dorsey Wright Consumer Cyclicals Momentum

$10,865

VIG

Vanguard Dividend Appreciation

$16,243

MeasurePEZVIG

Fee0.97%0.04%

Cost on $10k a year$97$4

Yield0.39%1.50%

5 years, per year+1.7%+10.2%

3 years, per year+17.4%+18.6%

Worst drop · 1Y−15.8%−7.9%

Volatility · 1Y20.4%10.8%

6–0measures won
VIG first

0.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PEZ, VIG

Today

0.3%most shared, PEZ and VIG

PEZVIG

PEZ—0.3%

VIG0.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

PEZ$39 − $97 = −$58

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee