DFEN vs VIG

ADFEN

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$27,728DFEN · SCHD $16,375

Lowest cost0.04%VIG · $4 on $10k

Most income12.83%DFEN · $1,283 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.7%DFEN and VIG

DFEN

VIG

Direxion Daily Aerospace & Defense Bull 3X Shares · $282MVanguard Dividend Appreciation ETF · $109B

+49.9%3 years · per year$33,700 · $16,814+18.9%

+22.6%5 years · per year$27,728 · $16,331+10.3%

0.96%Expense ratio$96 · $4 on $10k · lower wins0.04%

12.83%12-mo yield$1,283 · $149 on $10k1.49%

−55.5%Worst dropSmaller wins−7.9%

71.6%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFEN · VIG

1.1%LMT0.5%

1.0%GD0.4%

1.0%NOC0.3%

0.8%HONA0.2%

Held in common1.7%

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

All Three

5Y3 funds

#
1	ADFEN	Direxion Daily Aerospace & Defense Bull 3X SharesRead Desk	0.96%	12.83%	−12.1%	−31.3%	−30.7%	+49.9%	+22.6%	−55.5%	$282M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

All Three

5Y3 funds

#
1	ADFEN	Direxion Daily Aerospace & Defense Bull 3X SharesRead Desk	0.96%	12.83%	−12.1%	−31.3%	−30.7%	+49.9%	+22.6%	−55.5%	$282M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

Cards for this view

DFEN vs VIG

DFEN

Direxion Daily Aerospace & Defense Bull 3X Shares

$27,728

VIG

Vanguard Dividend Appreciation

$16,331

MeasureDFENVIG

Fee0.96%0.04%

Cost on $10k a year$96$4

Yield12.83%1.49%

5 years, per year+22.6%+10.3%

3 years, per year+49.9%+18.9%

Worst drop · 1Y−55.5%−7.9%

Volatility · 1Y71.6%10.8%

3–3measures won
level

1.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFEN, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

DFENVIGSCHD

DFEN—1.7%1.1%

VIG1.7%—14.5%

SCHD1.1%14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,187most kept, DFEN

DFEN$1,283 − $96 = $1,187

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee