Compare · 2 funds side by side · dividends reinvested

SRTY and VIG

SRTYProShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,243VIG · best of the two

02 / 04

SRTY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.1

ProShares - UltraPro Short Russell2000Leveraged · 3x1.10%5.57%−32.5%−35.2%−48.1%−28.1%−60.9%55.6%$76M1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: SRTY 2010 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,243

VIG

SRTY

ProShares - UltraPro Short Russell2000 · $76M$1,925

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VIGMeasureSRTY

+12.1%Year to dateJan 1 → Nov 6−32.5%

+14.3%1 yearTotal return−35.2%

+18.6%3 years · per year$10,000 became $16,669 · $1,395−48.1%

+10.2%5 years · per year$10,000 became $16,243 · $1,925−28.1%

0.04%Expense ratio$4 · $110 a year on $10k · lower is better1.10%

1.50%Trailing 12-mo yield$150 · $557 a year on $10k5.57%

−7.9%Worst dropSmaller is better−60.9%

10.8%VolatilityLower is calmer55.6%

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

7–1VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs SRTY: Top 5 Holdings

Today

VIG

22.1%in top 5

SRTY

in top 555.9%

VIGStockSRTY

not top 5IQMM55.9%

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

VIG vs SRTY Returns, Every Period

VanguardVIG

+10.2%

5 years, per year

SRTYProShares

−28.1%

5 years, per year

VIGSRTYFaded: behind in that period

4–0VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Leveraged: VIG vs SRTY

YTD

VanguardVIG

+12.1%

SRTYProShares

−32.5%

+12.1%Year to date−32.5%

−7.9%Worst drop · 1Y−60.9%

10.8%Volatility · 1Y55.6%

1.5%Yield5.6%

$109BAssets$76.0M

3–1VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SRTY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SRTY1.10%$110

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SRTY, VIG

5.57%highest, SRTY

FundTrailing yieldYield$10k

SRTY5.57%$557

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$447most kept, SRTY

SRTY$557 − $110 = $447

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SRTY, VIG

Today

0.0%most shared, SRTY and VIG

SRTYVIG

SRTY—0.0%

VIG0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

SRTYWorst drop−60.9%55.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SRTYVIG

−32.5%Year to date+12.1%

5.6%Yield1.5%

−35.2%Past year+14.3%

1.10%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026