PFM vs VYM

APFM

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · PFM $16,356

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

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

Held in common62.2%PFM and VYM

PFM

VYM

Invesco Dividend Achievers ETF · $830MVanguard High Dividend Yield ETF · $78.9B

+18.5%3 years · per year$16,650 · $17,107+19.6%

+10.3%5 years · per year$16,356 · $16,941+11.1%

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

1.31%12-mo yield$131 · $231 on $10k2.31%

−7.1%Worst dropSmaller wins−6.7%

10.1%VolatilityLower wins10.6%

1–5VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFM · VYM

3.2%JPM3.8%

3.1%AVGO6.9%

2.4%XOM2.8%

2.3%JNJ2.7%

Held in common62.2%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	APFM	Invesco Dividend Achievers ETFRead Desk		0.52%	1.31%	−0.4%	+12.6%	+14.8%	+18.5%	+10.3%	−7.1%	$830M

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	APFM	Invesco Dividend Achievers ETFRead Desk		0.52%	1.31%	−0.4%	+12.6%	+14.8%	+18.5%	+10.3%	−7.1%	$830M

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

PFM vs VYM

PFM

Invesco Dividend Achievers

$16,356

VYM

Vanguard High Dividend Yield

$16,941

MeasurePFMVYM

Fee0.52%0.04%

Cost on $10k a year$52$4

Yield1.31%2.31%

5 years, per year+10.3%+11.1%

3 years, per year+18.5%+19.6%

Worst drop · 1Y−7.1%−6.7%

Volatility · 1Y10.1%10.6%

5–1measures won
VYM first

62.2%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PFM, VYM

Today

62.2%most shared, PFM and VYM

PFMVYM

PFM—62.2%

VYM62.2%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

PFM$131 − $52 = $79

KeptFee

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