PY vs VIG

APY

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · PY $15,712

Lowest cost0.04%VIG · $4 on $10k

Most income1.64%PY · $164 on $10k

Smallest drop−6.2%PY · worst fall in 1Y

Held in common34.1%PY and VIG

VIG

Principal Value ETF · $243MVanguard Dividend Appreciation ETF · $109B

+19.2%3 years · per year$16,934 · $17,533+20.6%

+9.5%5 years · per year$15,712 · $17,005+11.2%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

1.64%12-mo yield$164 · $144 on $10k1.44%

−6.2%Worst dropSmaller wins−7.9%

10.4%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsPY · VIG

8.8%AAPL4.9%

1.9%V2.5%

1.6%XOM3.0%

1.6%JNJ2.8%

Held in common34.1%

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	APY	Principal Value ETFRead Desk		0.15%	1.64%	+2.3%	+15.3%	+18.0%	+19.2%	+9.5%	−6.2%	$243M

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	APY	Principal Value ETFRead Desk		0.15%	1.64%	+2.3%	+15.3%	+18.0%	+19.2%	+9.5%	−6.2%	$243M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PY vs VIG

Principal Value

$15,712

VIG

Vanguard Dividend Appreciation

$17,005

MeasurePYVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.64%1.44%

5 years, per year+9.5%+11.2%

3 years, per year+19.2%+20.6%

Worst drop · 1Y−6.2%−7.9%

Volatility · 1Y10.4%10.2%

4–2measures won
VIG first

34.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: PY, VIG

Today

34.1%most shared, PY and VIG

PYVIG

PY—34.1%

VIG34.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$149most kept, PY

PY$164 − $15 = $149

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee