Compare · 2 funds side by side · dividends reinvested

BERZ and VIG

BERZREX Microsectors×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

BERZ and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.0

MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETNLeveraged · 3x0.95%0.00%−57.9%−54.2%−75.0%−64.0%−80.6%92.0%$8M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BERZ 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN · $8M$60

BERZ

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested

BERZMeasureVIG

−57.9%Year to dateJan 1 → Nov 4+16.4%

−54.2%1 yearTotal return+18.9%

−75.0%3 years · per year$10,000 became $157 · $17,533+20.6%

−64.0%5 years · per year$10,000 became $60 · $17,005+11.2%

0.95%Expense ratio$95 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $144 a year on $10k1.44%

−80.6%Worst dropSmaller is better−7.9%

92.0%VolatilityLower is calmer10.2%

BERZVIG Winner of the row, in its colourEach row: the bigger of the two fills its side

0–8VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BERZ vs VIG: Top 5 Holdings

Today

BERZ

[…]in top 5

VIG

in top 522.1%

BERZStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

BERZ vs VIG Returns, Every Period

REX MicrosectorsBERZ

−64.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

BERZVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: BERZ vs VIG

YTD

REX MicrosectorsBERZ

−57.9%

VIGVanguard

+16.4%

−57.9%Year to date+16.4%

−80.6%Worst drop · 1Y−7.9%

92.0%Volatility · 1Y10.2%

0.0%Yield1.4%

$8.3MAssets$109B

4–0VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BERZ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

BERZ0.95%$95

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BERZ, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

BERZ0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

BERZ$0 − $95 = −$95

KeptFee

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

Overlap: BERZ, VIG

Today

[…]holdings […]

BERZVIG

BERZ—[…]

VIG[…]—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

BERZWorst drop−80.6%92.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGBERZ

+16.4%Year to date−57.9%

1.4%Yield0.0%

+18.9%Past year−54.2%

0.04%Fee0.95%

4–0VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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