PTL vs VIG5YPTLPTLAvsBVIGVIGInspire 500 ETF · $880MVanguard Dividend Appreciation ETF · $109BReturns · dividends in[…]3 years · per year[…] · $16,797+18.9%[…]5 years · per year[…] · $16,513+10.6%Cost and income0.09%Expense ratio$9 · $4 on $10k · lower wins0.04%0.94%12-mo yield$94 · $145 on $10k1.45%
Overlap: PTL, VIG, SCHDToday23.8%most shared, PTL and VIGPTLVIGSCHDPTL—23.8%7.0%VIG23.8%—14.5%SCHD7.0%14.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
PTL vs VIG5YAPTLInspire 500[…]vsVIGBVanguard Dividend Appreciation$16,513MeasurePTLVIGFee0.09%0.04%Cost on $10k a year$9$4Yield0.94%1.45%5 years, per year[…]+10.6%3 years, per year[…]+18.9%Worst drop · 1Y−12.3%−7.9%Volatility · 1Y17.1%11.0%
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%$109.1B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B3APTLInspire 500 ETFReadDesk0.09%0.94%−1.0%+9.6%+8.9%newnew−12.3%$880MEnd-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%$109.1B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B3APTLInspire 500 ETFReadDesk0.09%0.94%−1.0%+9.6%+8.9%newnew−12.3%$880MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
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%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: PTL, VIG, SCHDToday23.8%most shared, PTL and VIGPTLVIGSCHDPTL—23.8%7.0%VIG23.8%—14.5%SCHD7.0%14.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286VIG$145 − $4 = $141PTL$94 − $9 = $85KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee