PWS vs VIG

APWS

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common40.4%PWS and VIG

PWS

VIG

Pacer WealthShield ETF · $14MVanguard Dividend Appreciation ETF · $109B

+8.0%3 years · per year$12,602 · $16,814+18.9%

−0.4%5 years · per year$9,810 · $16,331+10.3%

0.60%Expense ratio$60 · $4 on $10k · lower wins0.04%

2.20%12-mo yield$220 · $149 on $10k1.49%

−7.9%Worst dropSmaller wins−7.9%

12.6%VolatilityLower wins10.8%

1–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPWS · VIG

3.9%AAPL4.9%

3.6%LLY4.1%

3.1%MSFT4.9%

2.3%JPM3.9%

Held in common40.4%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	APWS	Pacer WealthShield ETFRead Desk	0.60%	2.20%	−4.5%	−2.9%	−4.0%	+8.0%	−0.4%	−7.9%	$14M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	APWS	Pacer WealthShield ETFRead Desk	0.60%	2.20%	−4.5%	−2.9%	−4.0%	+8.0%	−0.4%	−7.9%	$14M

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

PWS vs VIG

PWS

Pacer WealthShield

$9,810

VIG

Vanguard Dividend Appreciation

$16,331

MeasurePWSVIG

Fee0.60%0.04%

Cost on $10k a year$60$4

Yield2.20%1.49%

5 years, per year−0.4%+10.3%

3 years, per year+8.0%+18.9%

Worst drop · 1Y−7.9%−7.9%

Volatility · 1Y12.6%10.8%

4–1measures won
VIG first

40.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PWS, VIG, SCHD

Today

40.4%most shared, PWS and VIG

PWSVIGSCHD

PWS—40.4%5.7%

VIG40.4%—14.5%

SCHD5.7%14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

PWS$220 − $60 = $160

VIG$149 − $4 = $145

KeptFee

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