Screener
VIG vs PEY
Vanguard Dividend Appreciation Index Fund ETF Shares vs Invesco High Yield Equity Dividend Achievers ETF
Key differences
VIG is an equity ETF, while PEY is a fixed income ETF. VIG charges 0.04% a year and PEY 0.54%.
- VIG is an equity fund, while PEY is a fixed income fund. They carry different risk/return profiles.
- VIG costs 0.50% less per year.
- VIG is much larger than PEY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VIG has delivered higher annualized returns.
Side-by-side comparison
| VIG | PEY | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.54% |
| Fund size (AUM) | $127.8B | $1.1B |
| Since | 2006 | 2004 |
| Dividend yield | 1.47% | 4.46% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +19.0% | +19.7% |
| CAGR 3Y | +16.6% | +11.5% |
| CAGR 5Y | +10.7% | +6.5% |
| Sharpe 3Y | 1.02 | 0.54 |
| Volatility 1Y | 10.19% | 14.07% |
| Max drawdown | -31.72% | -41.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.