MZZ vs VIG

AMZZ

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG · MZZ $4,591

Lowest cost0.04%VIG · $4 on $10k

Most income3.74%MZZ · $374 on $10k

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

Held in common[…]MZZ and VIG

MZZ

VIG

ProShares - UltraShort MidCap400 · $4MVanguard Dividend Appreciation ETF · $109B

−26.7%3 years · per year$3,946 · $17,369+20.2%

−14.4%5 years · per year$4,591 · $16,495+10.5%

9.03%Expense ratio$903 · $4 on $10k · lower wins0.04%

3.74%12-mo yield$374 · $147 on $10k1.47%

−37.0%Worst dropSmaller wins−7.9%

30.3%VolatilityLower wins10.0%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsMZZ · VIG

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

Held in common[…]

End-of-day Nov 3, 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%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	AMZZ	ProShares - UltraShort MidCap400Read Desk		9.03%	3.74%	−0.7%	−19.3%	−22.1%	−26.7%	−14.4%	−37.0%	$4M

End-of-day Nov 3, 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%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	AMZZ	ProShares - UltraShort MidCap400Read Desk		9.03%	3.74%	−0.7%	−19.3%	−22.1%	−26.7%	−14.4%	−37.0%	$4M

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

Cards for this view

MZZ vs VIG

MZZ

ProShares - UltraShort MidCap400

$4,591

VIG

Vanguard Dividend Appreciation

$16,495

MeasureMZZVIG

Fee9.03%0.04%

Cost on $10k a year$903$4

Yield3.74%1.47%

5 years, per year−14.4%+10.5%

3 years, per year−26.7%+20.2%

Worst drop · 1Y−37.0%−7.9%

Volatility · 1Y30.3%10.0%

5–1measures won
VIG first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: MZZ, VIG

Today

[…]holdings […]

MZZVIG

MZZ—[…]

VIG[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$143most kept, VIG

VIG$147 − $4 = $143

MZZ$374 − $903 = −$529

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee