MRGR vs VIG

AMRGR

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,638VIG · MRGR $12,113

Lowest cost0.04%VIG · $4 on $10k

Most income2.68%MRGR · $268 on $10k

Smallest drop−1.8%MRGR · worst fall in 1Y

Held in common0.0%MRGR and VIG

MRGR

VIG

ProShares - Merger ETF · $16MVanguard Dividend Appreciation ETF · $109B

+7.6%3 years · per year$12,467 · $16,775+18.8%

+3.9%5 years · per year$12,113 · $16,638+10.7%

0.75%Expense ratio$75 · $4 on $10k · lower wins0.04%

2.68%12-mo yield$268 · $146 on $10k1.46%

−1.8%Worst dropSmaller wins−7.9%

4.1%VolatilityLower wins11.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMRGR · VIG

2.3%MKTX0.0%

2.0%TCBK0.0%

Held in common0.0%

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AMRGR	ProShares - Merger ETFRead Desk		0.75%	2.68%	0.0%	+2.9%	+3.7%	+7.6%	+3.9%	−1.8%	$16M

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AMRGR	ProShares - Merger ETFRead Desk		0.75%	2.68%	0.0%	+2.9%	+3.7%	+7.6%	+3.9%	−1.8%	$16M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MRGR vs VIG

MRGR

ProShares - Merger

$12,113

VIG

Vanguard Dividend Appreciation

$16,638

MeasureMRGRVIG

Fee0.75%0.04%

Cost on $10k a year$75$4

Yield2.68%1.46%

5 years, per year+3.9%+10.7%

3 years, per year+7.6%+18.8%

Worst drop · 1Y−1.8%−7.9%

Volatility · 1Y4.1%11.0%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: MRGR, VIG

Today

0.0%most shared, MRGR and VIG

MRGRVIG

MRGR—0.0%

VIG0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$193most kept, MRGR

MRGR$268 − $75 = $193

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee