Compare · 2 funds side by side · dividends reinvested

ULTY and VIG

ULTYYieldMax×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

ULTY 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%$109B1.1

YieldMax Ultra Option Income Strategy ETFIncome · Covered calls1.40%104.55%−3.7%−15.2%[…][…]−18.6%22.8%$577M1.8

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: ULTY 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax Ultra Option Income Strategy ETF · $577M[…]

ULTY

VIG

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

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

ULTYMeasureVIG

−3.7%Year to dateJan 1 → Nov 4+16.4%

−15.2%1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

1.40%Expense ratio$140 · $4 a year on $10k · lower is better0.04%

104.55%Trailing 12-mo yield$10,455 · $144 a year on $10k1.44%

−18.6%Worst dropSmaller is better−7.9%

22.8%VolatilityLower is calmer10.2%

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

1–5VIG wins

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

More Ways to See the Pairs

ULTY vs VIG: Top 5 Holdings

Today

ULTY

24.3%in top 5

VIG

in top 522.1%

ULTYStockVIG

5.8%ADInot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.8%GOOGLnot top 5

4.8%SPCXnot top 5

4.5%BABAnot top 5

4.5%MELInot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common2.9%

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

ULTY vs VIG Returns, Every Period

YieldMaxULTY

−15.2%

past year

VIGVanguard

+18.9%

past year

ULTYVIGFaded: behind in that period

0–2VIG wins

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

ULTY vs VIG

YTD

YieldMaxULTY

−3.7%

VIGVanguard

+16.4%

−3.7%Year to date+16.4%

−18.6%Worst drop · 1Y−7.9%

22.8%Volatility · 1Y10.2%

104.6%Yield1.4%

$577MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: ULTY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

ULTY1.40%$140

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

Yields: ULTY, VIG

104.55%highest, ULTY

FundTrailing yieldYield$10k

ULTY104.55%$10,455

VIG1.44%$144

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

Income After Fees on $10,000

$10,315most kept, ULTY

ULTY$10,455 − $140 = $10,315

VIG$144 − $4 = $140

KeptFee

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

Overlap: ULTY, VIG

Today

2.9%most shared, ULTY and VIG

ULTYVIG

ULTY—2.9%

VIG2.9%—

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

ULTYWorst drop−18.6%22.8% vol

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

Paid More vs Made More

YTD

ULTYVIG

−3.7%Year to date+16.4%

104.6%Yield1.4%

−15.2%Past year+18.9%

1.40%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