ETF comparison
PEY vs VO
Dividend vs US Mid Cap.
Invesco High Yield Equity Dividend Achievers ETF · Vanguard Morningstar Mid-Cap ETF
Holdings overlap
9 positions appear in both funds. Buying equal dollars of PEY and VO would leave roughly 2.6% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
VO is 65 bps cheaper than PEY. On a $100,000 position that's about $650/yr more in fees for PEY.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with PEY vs VO.
Top shared holdings
9 shared in total| # | Holding | In PEY | In VO | Overlap |
|---|---|---|---|---|
| 1 | Target Corp. | 1.55% | 0.57% | 0.57% |
| 2 | Prudential Financial, Inc. | 2.52% | 0.36% | 0.36% |
| 3 | Kimberly-Clark Corp. | 2.21% | 0.35% | 0.35% |
| 4 | Paychex, Inc. | 2.09% | 0.31% | 0.31% |
| 5 | Edison International | 1.94% | 0.28% | 0.28% |
| 6 | Eversource Energy | 1.80% | 0.26% | 0.26% |
| 7 | T. Rowe Price Group, Inc. | 1.99% | 0.24% | 0.24% |
| 8 | HP Inc. | 1.67% | 0.19% | 0.19% |
| 9 | LyondellBasell Industries N.V. | 2.55% | 0.07% | 0.07% |
Only in PEY
41 total- Robert Half Inc. 3.91%
- Insperity, Inc. 3.89%
- Flowers Foods, Inc. 3.44%
- Perrigo Co. PLC 3.42%
- Universal Corp. 2.44%
- Main Street Capital Corp. 2.43%
- Pfizer Inc. 2.39%
- United Parcel Service, Inc. 2.28%
- Altria Group, Inc. 2.25%
- Clorox Co. (The) 2.22%
Only in VO
273 total- Vertiv Holdings Co 1.22%
- Western Digital Corp 1.06%
- Seagate Technology Holdings PLC 1.05%
- Quanta Services Inc 1.04%
- Howmet Aerospace Inc 1.04%
- Cummins Inc 0.95%
- Datadog Inc 0.83%
- Bloom Energy Corp 0.79%
- Constellation Energy Corp 0.78%
- Robinhood Markets Inc 0.77%
Related comparisons
More comparisons with PEY
- PEY vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 2.5%
- PEY vs SPY · State Street SPDR S&P 500 ETF Trust 2.4%
- PEY vs VOO · Vanguard S&P 500 ETF 2.3%
- PEY vs SPYM · State Street SPDR Portfolio S&P 500 ETF 2.3%
- PEY vs IVV · iShares Core S&P 500 ETF 2.3%
- PEY vs VB · Vanguard Morningstar Small-Cap ETF 2.2%
More comparisons with VO
- VO vs VBR · Vanguard Morningstar Small-Cap Value ETF 2.4%
- VO vs MGK · Vanguard Morningstar Mega Cap Growth ETF 2.3%
- VO vs MGC · Vanguard Morningstar Mega Cap ETF 2.0%
- VO vs VBK · Vanguard Morningstar Small-Cap Growth ETF 1.6%
- VO vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 1.3%
- VO vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1%
Percentages are holdings overlap with the named fund.
Open PEY or VO at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.