PHO vs VIG

APHO

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · PHO $13,283

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 common1.4%PHO and VIG

PHO

VIG

Invesco Water Resources ETF · $2.2BVanguard Dividend Appreciation ETF · $109B

+14.3%3 years · per year$14,918 · $16,669+18.6%

+5.8%5 years · per year$13,283 · $16,243+10.2%

0.59%Expense ratio$59 · $4 on $10k · lower wins0.04%

0.50%12-mo yield$50 · $150 on $10k1.50%

−13.8%Worst dropSmaller wins−7.9%

16.4%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsPHO · VIG

8.2%ECL0.3%

4.2%A0.2%

7.7%ROP0.2%

4.2%AWK0.1%

Held in common1.4%

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	APHO	Invesco Water Resources ETFRead Desk		0.59%	0.50%	−0.4%	+7.0%	+4.4%	+14.3%	+5.8%	−13.8%	$2.2B

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	APHO	Invesco Water Resources ETFRead Desk		0.59%	0.50%	−0.4%	+7.0%	+4.4%	+14.3%	+5.8%	−13.8%	$2.2B

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

PHO vs VIG

PHO

Invesco Water Resources

$13,283

VIG

Vanguard Dividend Appreciation

$16,243

MeasurePHOVIG

Fee0.59%0.04%

Cost on $10k a year$59$4

Yield0.50%1.50%

5 years, per year+5.8%+10.2%

3 years, per year+14.3%+18.6%

Worst drop · 1Y−13.8%−7.9%

Volatility · 1Y16.4%10.8%

6–0measures won
VIG first

1.4%

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%

$44.7BAssets$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: PHO, VIG

Today

1.4%most shared, PHO and VIG

PHOVIG

PHO—1.4%

VIG1.4%—

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

PHO$50 − $59 = −$9

KeptFee

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