AVL vs VIG

AAVL

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income43.62%AVL · $4,362 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common4.3%AVL and VIG

AVL

VIG

Direxion Daily AVGO Bull 2X Shares · $231MVanguard Dividend Appreciation ETF · $109B

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

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

1.01%Expense ratio$101 · $4 on $10k · lower wins0.04%

43.62%12-mo yield$4,362 · $144 on $10k1.44%

−61.1%Worst dropSmaller wins−7.9%

93.8%VolatilityLower wins10.2%

1–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVL · VIG

4.9%AVGO4.3%

Held in common4.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AAVL	Direxion Daily AVGO Bull 2X SharesRead Desk		1.01%	43.62%	−4.0%	−31.3%	−40.8%	new	new	−61.1%	$231M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AAVL	Direxion Daily AVGO Bull 2X SharesRead Desk		1.01%	43.62%	−4.0%	−31.3%	−40.8%	new	new	−61.1%	$231M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVL vs VIG

AVL

Direxion Daily AVGO Bull 2X Shares

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureAVLVIG

Fee1.01%0.04%

Cost on $10k a year$101$4

Yield43.62%1.44%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y−61.1%−7.9%

Volatility · 1Y93.8%10.2%

3–1measures won
VIG first

4.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AVL, VIG

Today

4.3%most shared, AVL and VIG

AVLVIG

AVL—4.3%

VIG4.3%—

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

Income After Fees on $10,000

$4,261most kept, AVL

AVL$4,362 − $101 = $4,261

VIG$144 − $4 = $140

KeptFee

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