PTF vs VIG

APTF

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · PTF $15,827

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common6.4%PTF and VIG

PTF

VIG

Invesco Dorsey Wright Technology Momentum ETF · $545MVanguard Dividend Appreciation ETF · $109B

+29.2%3 years · per year$21,555 · $16,814+18.9%

+9.6%5 years · per year$15,827 · $16,331+10.3%

0.69%Expense ratio$69 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $149 on $10k1.49%

−38.6%Worst dropSmaller wins−7.9%

54.7%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsPTF · VIG

3.6%MSFT4.9%

3.0%CSCO1.9%

3.6%APH0.9%

Held in common6.4%

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	APTF	Invesco Dorsey Wright Technology Momentum ETFRead Desk		0.69%	0.00%	−8.5%	+15.6%	+13.0%	+29.2%	+9.6%	−38.6%	$545M

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	APTF	Invesco Dorsey Wright Technology Momentum ETFRead Desk		0.69%	0.00%	−8.5%	+15.6%	+13.0%	+29.2%	+9.6%	−38.6%	$545M

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

PTF vs VIG

PTF

Invesco Dorsey Wright Technology Momentum

$15,827

VIG

Vanguard Dividend Appreciation

$16,331

MeasurePTFVIG

Fee0.69%0.04%

Cost on $10k a year$69$4

Yield0.00%1.49%

5 years, per year+9.6%+10.3%

3 years, per year+29.2%+18.9%

Worst drop · 1Y−38.6%−7.9%

Volatility · 1Y54.7%10.8%

5–1measures won
VIG first

6.4%

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PTF, VIG

Today

6.4%most shared, PTF and VIG

PTFVIG

PTF—6.4%

VIG6.4%—

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

PTF$0 − $69 = −$69

KeptFee

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