MVRL vs VIG

AMVRL

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · MVRL $4,739

Lowest cost0.04%VIG · $4 on $10k

Most income30.37%MVRL · $3,037 on $10k

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

Held in common[…]MVRL and VIG

MVRL

VIG

ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN · $9MVanguard Dividend Appreciation ETF · $109B

+1.2%3 years · per year$10,349 · $16,669+18.6%

−13.9%5 years · per year$4,739 · $16,243+10.2%

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

30.37%12-mo yield$3,037 · $150 on $10k1.50%

−39.1%Worst dropSmaller wins−7.9%

29.9%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsMVRL · VIG

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

Held in common[…]

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AMVRL	ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETNRead Desk		0.95%	30.37%	−1.7%	−28.5%	−25.3%	+1.2%	−13.9%	−39.1%	$9M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AMVRL	ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETNRead Desk		0.95%	30.37%	−1.7%	−28.5%	−25.3%	+1.2%	−13.9%	−39.1%	$9M

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

MVRL vs VIG

MVRL

ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN

$4,739

VIG

Vanguard Dividend Appreciation

$16,243

MeasureMVRLVIG

Fee0.95%0.04%

Cost on $10k a year$95$4

Yield30.37%1.50%

5 years, per year−13.9%+10.2%

3 years, per year+1.2%+18.6%

Worst drop · 1Y−39.1%−7.9%

Volatility · 1Y29.9%10.8%

5–1measures won
VIG first

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: MVRL, VIG

Today

[…]holdings […]

MVRLVIG

MVRL—[…]

VIG[…]—

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

Income After Fees on $10,000

$2,942most kept, MVRL

MVRL$3,037 − $95 = $2,942

VIG$150 − $4 = $146

KeptFee

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