PYZ vs VIG

APYZ

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · PYZ $12,620

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common2.2%PYZ and VIG

PYZ

VIG

Invesco Dorsey Wright Basic Materials Momentum ETF · $61MVanguard Dividend Appreciation ETF · $109B

+15.1%3 years · per year$15,253 · $16,669+18.6%

+4.8%5 years · per year$12,620 · $16,243+10.2%

0.79%Expense ratio$79 · $4 on $10k · lower wins0.04%

0.52%12-mo yield$52 · $150 on $10k1.50%

−18.4%Worst dropSmaller wins−7.9%

25.9%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsPYZ · VIG

3.0%LIN1.0%

2.6%ECL0.3%

3.6%APD0.3%

3.8%NUE0.2%

Held in common2.2%

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	APYZ	Invesco Dorsey Wright Basic Materials Momentum ETFRead Desk		0.79%	0.52%	+0.8%	−0.2%	+9.8%	+15.1%	+4.8%	−18.4%	$61M

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	APYZ	Invesco Dorsey Wright Basic Materials Momentum ETFRead Desk		0.79%	0.52%	+0.8%	−0.2%	+9.8%	+15.1%	+4.8%	−18.4%	$61M

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

PYZ vs VIG

PYZ

Invesco Dorsey Wright Basic Materials Momentum

$12,620

VIG

Vanguard Dividend Appreciation

$16,243

MeasurePYZVIG

Fee0.79%0.04%

Cost on $10k a year$79$4

Yield0.52%1.50%

5 years, per year+4.8%+10.2%

3 years, per year+15.1%+18.6%

Worst drop · 1Y−18.4%−7.9%

Volatility · 1Y25.9%10.8%

6–0measures won
VIG first

2.2%

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: PYZ, VIG

Today

2.2%most shared, PYZ and VIG

PYZVIG

PYZ—2.2%

VIG2.2%—

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

PYZ$52 − $79 = −$27

KeptFee

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