Compare · 2 funds side by side · dividends reinvested

UPW and VIG

UPWProShares×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

UPW 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%$109B1.3

ProShares Ultra UtilitiesLeveraged · 2x1.55%1.76%+0.9%−7.1%+26.5%+11.1%−32.9%31.9%$13M1.8

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: UPW 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ProShares Ultra Utilities · $13M$16,904

UPW

VIG

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

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

UPWMeasureVIG

+0.9%Year to dateJan 1 → Nov 4+16.4%

−7.1%1 yearTotal return+18.9%

+26.5%3 years · per year$10,000 became $20,262 · $17,533+20.6%

+11.1%5 years · per year$10,000 became $16,904 · $17,005+11.2%

1.55%Expense ratio$155 · $4 a year on $10k · lower is better0.04%

1.76%Trailing 12-mo yield$176 · $144 a year on $10k1.44%

−32.9%Worst dropSmaller is better−7.9%

31.9%VolatilityLower is calmer10.2%

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

2–6VIG wins

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

More Ways to See the Pairs

UPW vs VIG: Top 5 Holdings

Today

UPW

24.5%in top 5

VIG

in top 522.1%

UPWStockVIG

8.0%NEEnot top 5

not top 5MSFT4.9%

4.9%SOnot top 5

not top 5AAPL4.9%

4.5%DUKnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

3.9%CEGnot top 5

not top 5JPM3.9%

3.2%AEPnot top 5

Held in common2.5%

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

UPW vs VIG Returns, Every Period

ProSharesUPW

+11.1%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

UPWVIGFaded: behind in that period

1–3VIG wins

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

Leveraged vs Income: UPW vs VIG

YTD

ProSharesUPW

+0.9%

VIGVanguard

+16.4%

+0.9%Year to date+16.4%

−32.9%Worst drop · 1Y−7.9%

31.9%Volatility · 1Y10.2%

1.8%Yield1.4%

$13.0MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: UPW, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

UPW1.55%$155

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

Yields: UPW, VIG

1.76%highest, UPW

FundTrailing yieldYield$10k

UPW1.76%$176

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

UPW$176 − $155 = $21

KeptFee

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

Overlap: UPW, VIG

Today

2.5%most shared, UPW and VIG

UPWVIG

UPW—2.5%

VIG2.5%—

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

UPWWorst drop−32.9%31.9% vol

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

Paid More vs Made More

YTD

UPWVIG

+0.9%Year to date+16.4%

1.8%Yield1.4%

−7.1%Past year+18.9%

1.55%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%

$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