Compare · 2 funds side by side · dividends reinvested

URTY and VIG

URTYProShares×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

URTY 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 - UltraPro Russell2000Leveraged · 3x1.13%0.90%+33.0%+31.1%+40.7%−7.0%−32.6%54.3%$279M1.6

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: URTY 2010 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - UltraPro Russell2000 · $279M$6,956

URTY

VIG

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

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

URTYMeasureVIG

+33.0%Year to dateJan 1 → Nov 4+16.4%

+31.1%1 yearTotal return+18.9%

+40.7%3 years · per year$10,000 became $27,878 · $17,533+20.6%

−7.0%5 years · per year$10,000 became $6,956 · $17,005+11.2%

1.13%Expense ratio$113 · $4 a year on $10k · lower is better0.04%

0.90%Trailing 12-mo yield$90 · $144 a year on $10k1.44%

−32.6%Worst dropSmaller is better−7.9%

54.3%VolatilityLower is calmer10.2%

URTYVIG 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

URTY vs VIG: Top 5 Holdings

Today

URTY

21.4%in top 5

VIG

in top 522.1%

URTYStockVIG

20.7%IQMMnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.2%GKOSnot top 5

0.2%BTSGnot top 5

0.2%UMBFnot top 5

0.2%VSATnot top 5

Held in common1.0%

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

URTY vs VIG Returns, Every Period

ProSharesURTY

−7.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

URTYVIGFaded: behind in that period

3–1URTY wins

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

Leveraged vs Income: URTY vs VIG

YTD

ProSharesURTY

+33.0%

VIGVanguard

+16.4%

+33.0%Year to date+16.4%

−32.6%Worst drop · 1Y−7.9%

54.3%Volatility · 1Y10.2%

0.9%Yield1.4%

$279MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: URTY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

URTY1.13%$113

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

Yields: URTY, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

URTY0.90%$90

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

URTY$90 − $113 = −$23

KeptFee

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

Overlap: URTY, VIG

Today

1.0%most shared, URTY and VIG

URTYVIG

URTY—1.0%

VIG1.0%—

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

Return vs Bumpiness: 2 ETFs

+31.1%URTY, at 54.3% volatility

VIGWorst drop−7.9%10.2% vol

URTYWorst drop−32.6%54.3% vol

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

Paid More vs Made More

YTD

VIGURTY

+16.4%Year to date+33.0%

1.4%Yield0.9%

+18.9%Past year+31.1%

0.04%Fee1.13%

2–2level

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