DDM vs VIG

ADDM

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,516DDM · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common27.3%DDM and VIG

DDM

VIG

ProShares - Ultra Dow30 · $501MVanguard Dividend Appreciation ETF · $109B

+26.9%3 years · per year$20,442 · $16,669+18.6%

+10.6%5 years · per year$16,516 · $16,243+10.2%

0.95%Expense ratio$95 · $4 on $10k · lower wins0.04%

1.00%12-mo yield$100 · $150 on $10k1.50%

−19.3%Worst dropSmaller wins−7.9%

27.0%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsDDM · VIG

3.9%MSFT4.9%

3.1%V2.5%

2.5%AAPL4.9%

2.5%JPM3.9%

Held in common27.3%

End-of-day Nov 6, 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	ADDM	ProShares - Ultra Dow30Read Desk		0.95%	1.00%	−0.9%	+9.1%	+12.2%	+26.9%	+10.6%	−19.3%	$501M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADDM	ProShares - Ultra Dow30Read Desk		0.95%	1.00%	−0.9%	+9.1%	+12.2%	+26.9%	+10.6%	−19.3%	$501M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DDM vs VIG

DDM

ProShares - Ultra Dow30

$16,516

VIG

Vanguard Dividend Appreciation

$16,243

MeasureDDMVIG

Fee0.95%0.04%

Cost on $10k a year$95$4

Yield1.00%1.50%

5 years, per year+10.6%+10.2%

3 years, per year+26.9%+18.6%

Worst drop · 1Y−19.3%−7.9%

Volatility · 1Y27.0%10.8%

4–2measures won
VIG first

27.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DDM, VIG

Today

27.3%most shared, DDM and VIG

DDMVIG

DDM—27.3%

VIG27.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

DDM$100 − $95 = $5

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee