PSEP vs VIG

APSEP

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−4.1%PSEP · worst fall in 1Y

Held in common41.6%PSEP and VIG

PSEP

VIG

Innovator U.S. Equity Power Buffer ETF · $1.2BVanguard Dividend Appreciation ETF · $109B

+12.6%3 years · per year$14,271 · $16,669+18.6%

+8.9%5 years · per year$15,347 · $16,243+10.2%

0.79%Expense ratio$79 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $150 on $10k1.50%

−4.1%Worst dropSmaller wins−7.9%

6.2%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPSEP · VIG

6.0%MSFT4.9%

7.6%AAPL4.9%

2.1%AVGO4.3%

1.7%LLY4.1%

Held in common41.6%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	APSEP	Innovator U.S. Equity Power Buffer ETFRead Desk	0.79%	0.00%	+0.2%	+5.2%	+6.6%	+12.6%	+8.9%	−4.1%	$1.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	APSEP	Innovator U.S. Equity Power Buffer ETFRead Desk	0.79%	0.00%	+0.2%	+5.2%	+6.6%	+12.6%	+8.9%	−4.1%	$1.2B

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

PSEP vs VIG

PSEP

Innovator U.S. Equity Power Buffer

$15,347

VIG

Vanguard Dividend Appreciation

$16,243

MeasurePSEPVIG

Fee0.79%0.04%

Cost on $10k a year$79$4

Yield0.00%1.50%

5 years, per year+8.9%+10.2%

3 years, per year+12.6%+18.6%

Worst drop · 1Y−4.1%−7.9%

Volatility · 1Y6.2%10.8%

4–2measures won
VIG first

41.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PSEP, VIG, SCHD

Today

41.6%most shared, PSEP and VIG

PSEPVIGSCHD

PSEP—41.6%8.4%

VIG41.6%—14.5%

SCHD8.4%14.5%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

PSEP$0 − $79 = −$79

KeptFee

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