PSDM vs VIG

APSDM

BVIG

Measures won3–2PSDM wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · MUB $10,432

Lowest cost0.04%VIG · $4 on $10k

Most income4.45%PSDM · $445 on $10k

Smallest drop−1.2%PSDM · worst fall in 1Y

Held in common0.0%PSDM and VIG

PSDM

VIG

PGIM Short Duration Multi-Secto · $278MVanguard Dividend Appreciation ETF · $109B

+5.4%3 years · per year$11,712 · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

0.40%Expense ratio$40 · $4 on $10k · lower wins0.04%

4.45%12-mo yield$445 · $146 on $10k1.46%

−1.2%Worst dropSmaller wins−7.9%

1.7%VolatilityLower wins11.0%

3–2PSDM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPSDM · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.0B
3	APSDM	PGIM Short Duration Multi-SectoRead Desk	0.40%	4.45%	0.0%	+1.5%	+2.2%	+5.4%	new	−1.2%	$278M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.0B
3	APSDM	PGIM Short Duration Multi-SectoRead Desk	0.40%	4.45%	0.0%	+1.5%	+2.2%	+5.4%	new	−1.2%	$278M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PSDM vs VIG

PSDM

PGIM Short Duration Multi-Secto

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasurePSDMVIG

Fee0.40%0.04%

Cost on $10k a year$40$4

Yield4.45%1.46%

5 years, per year[…]+10.7%

3 years, per year+5.4%+18.8%

Worst drop · 1Y−1.2%−7.9%

Volatility · 1Y1.7%11.0%

3–2measures won
PSDM first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PSDM, VIG, MUB

Today

0.0%most shared, PSDM and VIG

PSDMVIGMUB

PSDM—0.0%[…]

VIG0.0%—[…]

MUB[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$405most kept, PSDM

PSDM$445 − $40 = $405

MUB$326 − $5 = $321

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee