PHDG vs VIG

APHDG

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · PHDG $12,260

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−6.8%PHDG · worst fall in 1Y

Held in common37.2%PHDG and VIG

PHDG

VIG

Invesco S&P 500 Downside Hedged ETF · $61MVanguard Dividend Appreciation ETF · $109B

+11.9%3 years · per year$14,004 · $16,814+18.9%

+4.2%5 years · per year$12,260 · $16,331+10.3%

0.44%Expense ratio$44 · $4 on $10k · lower wins0.04%

1.42%12-mo yield$142 · $149 on $10k1.49%

−6.8%Worst dropSmaller wins−7.9%

11.9%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsPHDG · VIG

5.2%MSFT4.9%

6.5%AAPL4.9%

2.0%AVGO4.3%

1.4%LLY4.1%

Held in common37.2%

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	APHDG	Invesco S&P 500 Downside Hedged ETFRead Desk		0.44%	1.42%	+1.1%	+11.6%	+10.5%	+11.9%	+4.2%	−6.8%	$61M

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	APHDG	Invesco S&P 500 Downside Hedged ETFRead Desk		0.44%	1.42%	+1.1%	+11.6%	+10.5%	+11.9%	+4.2%	−6.8%	$61M

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

Cards for this view

PHDG vs VIG

PHDG

Invesco S&P 500 Downside Hedged

$12,260

VIG

Vanguard Dividend Appreciation

$16,331

MeasurePHDGVIG

Fee0.44%0.04%

Cost on $10k a year$44$4

Yield1.42%1.49%

5 years, per year+4.2%+10.3%

3 years, per year+11.9%+18.9%

Worst drop · 1Y−6.8%−7.9%

Volatility · 1Y11.9%10.8%

5–1measures won
VIG first

37.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PHDG, VIG

Today

37.2%most shared, PHDG and VIG

PHDGVIG

PHDG—37.2%

VIG37.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

PHDG$142 − $44 = $98

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee