PFM vs VIG

APFM

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,084PFM · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−7.1%PFM · worst fall in 1Y

Held in common84.1%PFM and VIG

PFM

VIG

Invesco Dividend Achievers ETF · $814MVanguard Dividend Appreciation ETF · $109B

+20.5%3 years · per year$17,486 · $17,533+20.6%

+11.3%5 years · per year$17,084 · $17,005+11.2%

0.52%Expense ratio$52 · $4 on $10k · lower wins0.04%

1.27%12-mo yield$127 · $144 on $10k1.44%

−7.1%Worst dropSmaller wins−7.9%

9.6%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPFM · VIG

4.6%LLY4.1%

4.1%AAPL4.9%

4.0%MSFT4.9%

3.5%AVGO4.3%

Held in common84.1%

End-of-day Nov 4, 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	APFM	Invesco Dividend Achievers ETFRead Desk		0.52%	1.27%	+2.0%	+16.7%	+19.3%	+20.5%	+11.3%	−7.1%	$814M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	APFM	Invesco Dividend Achievers ETFRead Desk		0.52%	1.27%	+2.0%	+16.7%	+19.3%	+20.5%	+11.3%	−7.1%	$814M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PFM vs VIG

PFM

Invesco Dividend Achievers

$17,084

VIG

Vanguard Dividend Appreciation

$17,005

MeasurePFMVIG

Fee0.52%0.04%

Cost on $10k a year$52$4

Yield1.27%1.44%

5 years, per year+11.3%+11.2%

3 years, per year+20.5%+20.6%

Worst drop · 1Y−7.1%−7.9%

Volatility · 1Y9.6%10.2%

3–3measures won
level

84.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: PFM, VIG

Today

84.1%most shared, PFM and VIG

PFMVIG

PFM—84.1%

VIG84.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

PFM$127 − $52 = $75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee