Compare · 2 funds side by side · dividends reinvested

UWM and VIG

UWMProShares×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

UWM 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 Russell2000Leveraged · 2x1.08%0.84%+25.5%+25.4%+33.3%+1.5%−22.3%36.0%$216M1.6

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: UWM 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra Russell2000 · $216M$10,796

UWM

VIG

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

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

UWMMeasureVIG

+25.5%Year to dateJan 1 → Nov 4+16.4%

+25.4%1 yearTotal return+18.9%

+33.3%3 years · per year$10,000 became $23,668 · $17,533+20.6%

+1.5%5 years · per year$10,000 became $10,796 · $17,005+11.2%

1.08%Expense ratio$108 · $4 a year on $10k · lower is better0.04%

0.84%Trailing 12-mo yield$84 · $144 a year on $10k1.44%

−22.3%Worst dropSmaller is better−7.9%

36.0%VolatilityLower is calmer10.2%

UWMVIG 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

UWM vs VIG: Top 5 Holdings

Today

UWM

36.7%in top 5

VIG

in top 522.1%

UWMStockVIG

36.0%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

0.1%UMBFnot top 5

0.1%VSATnot top 5

Held in common1.0%

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

UWM vs VIG Returns, Every Period

ProSharesUWM

+1.5%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

UWMVIGFaded: behind in that period

3–1UWM wins

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

Leveraged vs Income: UWM vs VIG

YTD

ProSharesUWM

+25.5%

VIGVanguard

+16.4%

+25.5%Year to date+16.4%

−22.3%Worst drop · 1Y−7.9%

36.0%Volatility · 1Y10.2%

0.8%Yield1.4%

$216MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: UWM, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

UWM1.08%$108

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

Yields: UWM, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

UWM0.84%$84

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

UWM$84 − $108 = −$24

KeptFee

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

Overlap: UWM, VIG

Today

1.0%most shared, UWM and VIG

UWMVIG

UWM—1.0%

VIG1.0%—

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

Return vs Bumpiness: 2 ETFs

+25.4%UWM, at 36.0% volatility

VIGWorst drop−7.9%10.2% vol

UWMWorst drop−22.3%36.0% vol

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

Paid More vs Made More

YTD

VIGUWM

+16.4%Year to date+25.5%

1.4%Yield0.8%

+18.9%Past year+25.4%

0.04%Fee1.08%

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