PUI vs VIG

APUI

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · PUI $14,299

Lowest cost0.04%VIG · $4 on $10k

Most income2.23%PUI · $223 on $10k

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

Held in common1.6%PUI and VIG

PUI

VIG

Invesco Dorsey Wright Utilities Momentum ETF · $48MVanguard Dividend Appreciation ETF · $109B

+15.1%3 years · per year$15,236 · $16,669+18.6%

+7.4%5 years · per year$14,299 · $16,243+10.2%

0.82%Expense ratio$82 · $4 on $10k · lower wins0.04%

2.23%12-mo yield$223 · $150 on $10k1.50%

−15.1%Worst dropSmaller wins−7.9%

15.1%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsPUI · VIG

3.3%AEP0.3%

3.6%SRE0.2%

3.5%ETR0.2%

3.3%XEL0.2%

Held in common1.6%

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

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	APUI	Invesco Dorsey Wright Utilities Momentum ETFRead Desk		0.82%	2.23%	−0.3%	+0.9%	−5.0%	+15.1%	+7.4%	−15.1%	$48M

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	APUI	Invesco Dorsey Wright Utilities Momentum ETFRead Desk		0.82%	2.23%	−0.3%	+0.9%	−5.0%	+15.1%	+7.4%	−15.1%	$48M

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

PUI vs VIG

PUI

Invesco Dorsey Wright Utilities Momentum

$14,299

VIG

Vanguard Dividend Appreciation

$16,243

MeasurePUIVIG

Fee0.82%0.04%

Cost on $10k a year$82$4

Yield2.23%1.50%

5 years, per year+7.4%+10.2%

3 years, per year+15.1%+18.6%

Worst drop · 1Y−15.1%−7.9%

Volatility · 1Y15.1%10.8%

5–1measures won
VIG first

1.6%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: PUI, VIG

Today

1.6%most shared, PUI and VIG

PUIVIG

PUI—1.6%

VIG1.6%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

PUI$223 − $82 = $141

KeptFee

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