PFI vs VIG

APFI

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · PFI $10,671

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 common6.6%PFI and VIG

PFI

VIG

Invesco Dorsey Wright Financial Momentum ETF · $50MVanguard Dividend Appreciation ETF · $109B

+14.7%3 years · per year$15,075 · $16,669+18.6%

+1.3%5 years · per year$10,671 · $16,243+10.2%

0.78%Expense ratio$78 · $4 on $10k · lower wins0.04%

1.24%12-mo yield$124 · $150 on $10k1.50%

−13.9%Worst dropSmaller wins−7.9%

19.1%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFI · VIG

6.0%JPM3.9%

4.4%MS1.0%

3.3%BNY0.4%

2.9%TRV0.3%

Held in common6.6%

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	APFI	Invesco Dorsey Wright Financial Momentum ETFRead Desk		0.78%	1.24%	+0.3%	+0.2%	+2.0%	+14.7%	+1.3%	−13.9%	$50M

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	APFI	Invesco Dorsey Wright Financial Momentum ETFRead Desk		0.78%	1.24%	+0.3%	+0.2%	+2.0%	+14.7%	+1.3%	−13.9%	$50M

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

PFI vs VIG

PFI

Invesco Dorsey Wright Financial Momentum

$10,671

VIG

Vanguard Dividend Appreciation

$16,243

MeasurePFIVIG

Fee0.78%0.04%

Cost on $10k a year$78$4

Yield1.24%1.50%

5 years, per year+1.3%+10.2%

3 years, per year+14.7%+18.6%

Worst drop · 1Y−13.9%−7.9%

Volatility · 1Y19.1%10.8%

6–0measures won
VIG first

6.6%

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%

$44.9BAssets$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: PFI, VIG

Today

6.6%most shared, PFI and VIG

PFIVIG

PFI—6.6%

VIG6.6%—

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

PFI$124 − $78 = $46

KeptFee

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