Compare · 2 funds side by side · dividends reinvested

DFEN and VIG

DFENDirexion×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$31,393DFEN · best of the two

02 / 04

DFEN 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%$109B1.4

Direxion Daily Aerospace & Defense Bull 3X SharesLeveraged · 3x0.96%11.28%−21.9%−24.8%+59.5%+25.7%−55.5%70.6%$313M1.6

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: DFEN 2017 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Aerospace & Defense Bull 3X Shares · $313M$31,393

DFEN

VIG

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

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

DFENMeasureVIG

−21.9%Year to dateJan 1 → Nov 4+16.4%

−24.8%1 yearTotal return+18.9%

+59.5%3 years · per year$10,000 became $40,603 · $17,533+20.6%

+25.7%5 years · per year$10,000 became $31,393 · $17,005+11.2%

0.96%Expense ratio$96 · $4 a year on $10k · lower is better0.04%

11.28%Trailing 12-mo yield$1,128 · $144 a year on $10k1.44%

−55.5%Worst dropSmaller is better−7.9%

70.6%VolatilityLower is calmer10.2%

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

3–5VIG wins

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

More Ways to See the Pairs

DFEN vs VIG: Top 5 Holdings

Today

DFEN

11.4%in top 5

VIG

in top 522.1%

DFENStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

4.3%GEnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

3.5%RTXnot top 5

1.4%BAnot top 5

1.2%LMTnot top 5

1.0%TDGnot top 5

Held in common1.7%

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

DFEN vs VIG Returns, Every Period

DirexionDFEN

+25.7%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

DFENVIGFaded: behind in that period

2–2Level

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

Leveraged vs Income: DFEN vs VIG

YTD

DirexionDFEN

−21.9%

VIGVanguard

+16.4%

−21.9%Year to date+16.4%

−55.5%Worst drop · 1Y−7.9%

70.6%Volatility · 1Y10.2%

11.3%Yield1.4%

$313MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: DFEN, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DFEN0.96%$96

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

Yields: DFEN, VIG

11.28%highest, DFEN

FundTrailing yieldYield$10k

DFEN11.28%$1,128

VIG1.44%$144

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

Income After Fees on $10,000

$1,032most kept, DFEN

DFEN$1,128 − $96 = $1,032

VIG$144 − $4 = $140

KeptFee

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

Overlap: DFEN, VIG

Today

1.7%most shared, DFEN and VIG

DFENVIG

DFEN—1.7%

VIG1.7%—

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

DFENWorst drop−55.5%70.6% vol

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

Paid More vs Made More

YTD

DFENVIG

−21.9%Year to date+16.4%

11.3%Yield1.4%

−24.8%Past year+18.9%

0.96%Fee0.04%

3–1VIG 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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026