Compare · 2 funds side by side · dividends reinvested

UGE and VIG

UGEProShares×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

UGE 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

ProShares - Ultra Consumer StaplesLeveraged · 2x2.02%1.82%+35.8%+43.8%+19.3%−2.1%−21.4%31.3%$11M1.6

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: UGE 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra Consumer Staples · $11M$9,005

UGE

VIG

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

$10,000 five years ago, dividends reinvested · they hold 9.1% in common

UGEMeasureVIG

+35.8%Year to dateJan 1 → Nov 4+16.4%

+43.8%1 yearTotal return+18.9%

+19.3%3 years · per year$10,000 became $16,965 · $17,533+20.6%

−2.1%5 years · per year$10,000 became $9,005 · $17,005+11.2%

2.02%Expense ratio$202 · $4 a year on $10k · lower is better0.04%

1.82%Trailing 12-mo yield$182 · $144 a year on $10k1.44%

−21.4%Worst dropSmaller is better−7.9%

31.3%VolatilityLower is calmer10.2%

UGEVIG 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

UGE vs VIG: Top 5 Holdings

Today

UGE

26.9%in top 5

VIG

in top 522.1%

UGEStockVIG

7.2%WMTnot top 5

5.8%COSTnot top 5

not top 5MSFT4.9%

4.9%PGnot top 5

not top 5AAPL4.9%

4.8%KOnot top 5

not top 5AVGO4.3%

4.2%PMnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

Held in common9.1%

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

UGE vs VIG Returns, Every Period

ProSharesUGE

−2.1%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

UGEVIGFaded: behind in that period

2–2Level

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

Leveraged vs Income: UGE vs VIG

YTD

ProSharesUGE

+35.8%

VIGVanguard

+16.4%

+35.8%Year to date+16.4%

−21.4%Worst drop · 1Y−7.9%

31.3%Volatility · 1Y10.2%

1.8%Yield1.4%

$11.3MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: UGE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

UGE2.02%$202

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

Yields: UGE, VIG

1.82%highest, UGE

FundTrailing yieldYield$10k

UGE1.82%$182

VIG1.44%$144

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

UGE$182 − $202 = −$20

KeptFee

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

Overlap: UGE, VIG

Today

9.1%most shared, UGE and VIG

UGEVIG

UGE—9.1%

VIG9.1%—

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

Return vs Bumpiness: 2 ETFs

+43.8%UGE, at 31.3% volatility

VIGWorst drop−7.9%10.2% vol

UGEWorst drop−21.4%31.3% vol

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

Paid More vs Made More

YTD

UGEVIG

+35.8%Year to date+16.4%

1.8%Yield1.4%

+43.8%Past year+18.9%

2.02%Fee0.04%

3–1UGE 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