PWB vs VIG

APWB

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$18,192PWB · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common25.9%PWB and VIG

PWB

VIG

Invesco Large Cap Growth ETF · $2.3BVanguard Dividend Appreciation ETF · $109B

+27.5%3 years · per year$20,705 · $16,775+18.8%

+12.7%5 years · per year$18,192 · $16,638+10.7%

0.55%Expense ratio$55 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $146 on $10k1.46%

−20.4%Worst dropSmaller wins−7.9%

27.0%VolatilityLower wins11.0%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPWB · VIG

4.2%AAPL4.9%

4.2%LLY4.1%

3.1%AVGO4.3%

4.2%V2.5%

Held in common25.9%

End-of-day Nov 9, 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	APWB	Invesco Large Cap Growth ETFRead Desk	0.55%	0.00%	+5.3%	+13.0%	+13.4%	+27.5%	+12.7%	−20.4%	$2.3B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	APWB	Invesco Large Cap Growth ETFRead Desk	0.55%	0.00%	+5.3%	+13.0%	+13.4%	+27.5%	+12.7%	−20.4%	$2.3B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PWB vs VIG

PWB

Invesco Large Cap Growth

$18,192

VIG

Vanguard Dividend Appreciation

$16,638

MeasurePWBVIG

Fee0.55%0.04%

Cost on $10k a year$55$4

Yield0.00%1.46%

5 years, per year+12.7%+10.7%

3 years, per year+27.5%+18.8%

Worst drop · 1Y−20.4%−7.9%

Volatility · 1Y27.0%11.0%

4–2measures won
VIG first

25.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: PWB, VIG, SCHD

Today

25.9%most shared, PWB and VIG

PWBVIGSCHD

PWB—25.9%3.4%

VIG25.9%—14.5%

SCHD3.4%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

PWB$0 − $55 = −$55

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee