MSFD vs VIG

AMSFD

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income4.54%MSFD · $454 on $10k

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

Held in common[…]MSFD and VIG

MSFD

VIG

Direxion Daily MSFT Bear 1X ETF · $10MVanguard Dividend Appreciation ETF · $109B

−16.2%3 years · per year$5,890 · $17,533+20.6%

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

1.16%Expense ratio$116 · $4 on $10k · lower wins0.04%

4.54%12-mo yield$454 · $144 on $10k1.44%

−38.9%Worst dropSmaller wins−7.9%

34.2%VolatilityLower wins10.2%

1–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSFD · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	AMSFD	Direxion Daily MSFT Bear 1X ETFRead Desk		1.16%	4.54%	−6.7%	−18.3%	−12.4%	−16.2%	new	−38.9%	$10M

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	AMSFD	Direxion Daily MSFT Bear 1X ETFRead Desk		1.16%	4.54%	−6.7%	−18.3%	−12.4%	−16.2%	new	−38.9%	$10M

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

MSFD vs VIG

MSFD

Direxion Daily MSFT Bear 1X

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureMSFDVIG

Fee1.16%0.04%

Cost on $10k a year$116$4

Yield4.54%1.44%

5 years, per year[…]+11.2%

3 years, per year−16.2%+20.6%

Worst drop · 1Y−38.9%−7.9%

Volatility · 1Y34.2%10.2%

4–1measures won
VIG first

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: MSFD, VIG

Today

[…]holdings […]

MSFDVIG

MSFD—[…]

VIG[…]—

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

Income After Fees on $10,000

$338most kept, MSFD

MSFD$454 − $116 = $338

VIG$144 − $4 = $140

KeptFee

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