VBR vs PUI

AVBR

BPUI

Measures won5–1VBR wins · of 6 · 5Y

$10,000 · 5Y$15,849VBR · PUI $14,525

Lowest cost0.05%VBR · $5 on $10k

Most income2.19%PUI · $219 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common3.9%VBR and PUI

VBR

PUI

Vanguard Morningstar Small-Cap Value ETF · $35.1BInvesco Dorsey Wright Utilities Momentum ETF · $50M

+20.8%3 years · per year$17,630 · $15,865+16.6%

+9.6%5 years · per year$15,849 · $14,525+7.8%

0.05%Expense ratio$5 · $82 on $10k · lower wins0.82%

1.77%12-mo yield$177 · $219 on $10k2.19%

−8.9%Worst dropSmaller wins−15.1%

13.9%VolatilityLower wins15.1%

5–1VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsVBR · PUI

0.6%ATO4.5%

0.5%NRG2.5%

0.4%NI4.4%

0.4%EVRG4.2%

Held in common3.9%

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	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
2	BPUI	Invesco Dorsey Wright Utilities Momentum ETFRead Desk		0.82%	2.19%	−0.4%	+2.6%	−4.0%	+16.6%	+7.8%	−15.1%	$50M

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	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
2	BPUI	Invesco Dorsey Wright Utilities Momentum ETFRead Desk		0.82%	2.19%	−0.4%	+2.6%	−4.0%	+16.6%	+7.8%	−15.1%	$50M

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

VBR vs PUI

VBR

Vanguard Morningstar Small-Cap Value

$15,849

PUI

Invesco Dorsey Wright Utilities Momentum

$14,525

MeasureVBRPUI

Fee0.05%0.82%

Cost on $10k a year$5$82

Yield1.77%2.19%

5 years, per year+9.6%+7.8%

3 years, per year+20.8%+16.6%

Worst drop · 1Y−8.9%−15.1%

Volatility · 1Y13.9%15.1%

5–1measures won
VBR first

3.9%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VBR, PUI

Today

3.9%most shared, VBR and PUI

VBRPUI

VBR—3.9%

PUI3.9%—

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

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

PUI$219 − $82 = $137

KeptFee

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