PZT vs VIG

APZT

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · PZT $9,792

Lowest cost0.04%VIG · $4 on $10k

Most income3.93%PZT · $393 on $10k

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

Held in common[…]PZT and VIG

PZT

VIG

Invesco New York AMT-Free Municipal Bond ETF · $128MVanguard Dividend Appreciation ETF · $109B

+4.7%3 years · per year$11,470 · $16,669+18.6%

−0.4%5 years · per year$9,792 · $16,243+10.2%

0.28%Expense ratio$28 · $4 on $10k · lower wins0.04%

3.93%12-mo yield$393 · $150 on $10k1.50%

−10.0%Worst dropSmaller wins−7.9%

6.1%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsPZT · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	APZT	Invesco New York AMT-Free Municipal Bond ETFRead Desk		0.28%	3.93%	+0.4%	0.0%	−0.1%	+4.7%	−0.4%	−10.0%	$128M

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	APZT	Invesco New York AMT-Free Municipal Bond ETFRead Desk		0.28%	3.93%	+0.4%	0.0%	−0.1%	+4.7%	−0.4%	−10.0%	$128M

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

PZT vs VIG

PZT

Invesco New York AMT-Free Municipal Bond

$9,792

VIG

Vanguard Dividend Appreciation

$16,243

MeasurePZTVIG

Fee0.28%0.04%

Cost on $10k a year$28$4

Yield3.93%1.50%

5 years, per year−0.4%+10.2%

3 years, per year+4.7%+18.6%

Worst drop · 1Y−10.0%−7.9%

Volatility · 1Y6.1%10.8%

4–2measures won
VIG first

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PZT, VIG

Today

[…]holdings […]

PZTVIG

PZT—[…]

VIG[…]—

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

Income After Fees on $10,000

$365most kept, PZT

PZT$393 − $28 = $365

VIG$150 − $4 = $146

KeptFee

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