PHDG vs VIG5YPHDGPHDGAvsBVIGVIGInvesco S&P 500 Downside Hedged ETF · $62MVanguard Dividend Appreciation ETF · $109BReturns · dividends in+10.9%3 years · per year$13,643 · $16,797+18.9%+3.6%5 years · per year$11,961 · $16,513+10.6%Cost and income0.44%Expense ratio$44 · $4 on $10k · lower wins0.04%1.42%12-mo yield$142 · $145 on $10k
Overlap: PHDG, VIG, VUGToday44.2%most shared, PHDG and VUGPHDGVIGVUGPHDG—35.9%44.2%VIG35.9%—26.4%VUG44.2%26.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
PHDG vs VIG5YAPHDGInvesco S&P 500 Downside Hedged$11,961vsVIGBVanguard Dividend Appreciation$16,513$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3APHDGInvesco S&P 500 Downside Hedged ETFReadDesk0.44%1.42%+0.3%+11.3%+9.4%+10.9%+3.6%−6.8%$62MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3APHDGInvesco S&P 500 Downside Hedged ETFReadDesk0.44%1.42%+0.3%+11.3%+9.4%+10.9%+3.6%−6.8%$62MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
DGRO vs VIGYTDiSharesDGROiSA+19.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+19.9%+16.0%+19.9%Year to date+16.0%1.8%Yield1.4%$46.0BAssets$109B2–0DGRO winsEnd-of-day Nov 13, 2026
Overlap: PHDG, VIG, VUGToday44.2%most shared, PHDG and VUGPHDGVIGVUGPHDG—35.9%44.2%VIG35.9%—26.4%VUG44.2%26.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$141most kept, VIGVIG$145 − $4 = $141PHDG$142 − $44 = $98VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee