MVV vs VIG

AMVV

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · MVV $11,877

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 common2.9%MVV and VIG

MVV

VIG

ProShares - Ultra MidCap400 · $142MVanguard Dividend Appreciation ETF · $109B

+23.1%3 years · per year$18,661 · $16,669+18.6%

+3.5%5 years · per year$11,877 · $16,243+10.2%

1.01%Expense ratio$101 · $4 on $10k · lower wins0.04%

0.67%12-mo yield$67 · $150 on $10k1.50%

−17.8%Worst dropSmaller wins−7.9%

31.1%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsMVV · VIG

0.5%RGLD0.1%

0.5%RS0.1%

0.4%ITT0.1%

0.4%RGA0.1%

Held in common2.9%

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	AMVV	ProShares - Ultra MidCap400Read Desk		1.01%	0.67%	+1.2%	+13.4%	+17.4%	+23.1%	+3.5%	−17.8%	$142M

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	AMVV	ProShares - Ultra MidCap400Read Desk		1.01%	0.67%	+1.2%	+13.4%	+17.4%	+23.1%	+3.5%	−17.8%	$142M

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

MVV vs VIG

MVV

ProShares - Ultra MidCap400

$11,877

VIG

Vanguard Dividend Appreciation

$16,243

MeasureMVVVIG

Fee1.01%0.04%

Cost on $10k a year$101$4

Yield0.67%1.50%

5 years, per year+3.5%+10.2%

3 years, per year+23.1%+18.6%

Worst drop · 1Y−17.8%−7.9%

Volatility · 1Y31.1%10.8%

5–1measures won
VIG first

2.9%

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%

$44.7BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: MVV, VIG

Today

2.9%most shared, MVV and VIG

MVVVIG

MVV—2.9%

VIG2.9%—

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

MVV$67 − $101 = −$34

KeptFee

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