PTRB vs VIG

APTRB

BVIG

Measures won3–2PTRB wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income4.82%PTRB · $482 on $10k

Smallest drop−4.9%PTRB · worst fall in 1Y

Held in common0.0%PTRB and VIG

PTRB

VIG

PGIM Total Return Bond ETF · $1.2BVanguard Dividend Appreciation ETF · $109B

+6.0%3 years · per year$11,909 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.49%Expense ratio$49 · $4 on $10k · lower wins0.04%

4.82%12-mo yield$482 · $150 on $10k1.50%

−4.9%Worst dropSmaller wins−7.9%

4.2%VolatilityLower wins10.8%

3–2PTRB wins

$10,000 · 5 yearsOne scale

Shared top holdingsPTRB · VIG

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

Held in common0.0%

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	APTRB	PGIM Total Return Bond ETFRead Desk		0.49%	4.82%	0.0%	−0.4%	+0.4%	+6.0%	new	−4.9%	$1.2B

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	APTRB	PGIM Total Return Bond ETFRead Desk		0.49%	4.82%	0.0%	−0.4%	+0.4%	+6.0%	new	−4.9%	$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

PTRB vs VIG

PTRB

PGIM Total Return Bond

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasurePTRBVIG

Fee0.49%0.04%

Cost on $10k a year$49$4

Yield4.82%1.50%

5 years, per year[…]+10.2%

3 years, per year+6.0%+18.6%

Worst drop · 1Y−4.9%−7.9%

Volatility · 1Y4.2%10.8%

3–2measures won
PTRB first

0.0%

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: PTRB, VIG

Today

0.0%most shared, PTRB and VIG

PTRBVIG

PTRB—0.0%

VIG0.0%—

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

Income After Fees on $10,000

$433most kept, PTRB

PTRB$482 − $49 = $433

VIG$150 − $4 = $146

KeptFee

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