RETL vs VIG

ARETL

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · RETL $2,402

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common1.0%RETL and VIG

RETL

VIG

Direxion Daily Retail Bull 3X Shares · $32MVanguard Dividend Appreciation ETF · $109B

+23.4%3 years · per year$18,793 · $16,814+18.9%

−24.8%5 years · per year$2,402 · $16,331+10.3%

0.96%Expense ratio$96 · $4 on $10k · lower wins0.04%

0.79%12-mo yield$79 · $149 on $10k1.49%

−38.0%Worst dropSmaller wins−7.9%

62.8%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsRETL · VIG

0.3%WMT2.1%

0.3%COST1.8%

0.3%KR0.1%

0.3%CASY0.1%

Held in common1.0%

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ARETL	Direxion Daily Retail Bull 3X SharesRead Desk		0.96%	0.79%	−8.4%	+2.3%	+21.0%	+23.4%	−24.8%	−38.0%	$32M

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ARETL	Direxion Daily Retail Bull 3X SharesRead Desk		0.96%	0.79%	−8.4%	+2.3%	+21.0%	+23.4%	−24.8%	−38.0%	$32M

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

Cards for this view

RETL vs VIG

RETL

Direxion Daily Retail Bull 3X Shares

$2,402

VIG

Vanguard Dividend Appreciation

$16,331

MeasureRETLVIG

Fee0.96%0.04%

Cost on $10k a year$96$4

Yield0.79%1.49%

5 years, per year−24.8%+10.3%

3 years, per year+23.4%+18.9%

Worst drop · 1Y−38.0%−7.9%

Volatility · 1Y62.8%10.8%

5–1measures won
VIG first

1.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RETL, VIG

Today

1.0%most shared, RETL and VIG

RETLVIG

RETL—1.0%

VIG1.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

RETL$79 − $96 = −$17

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee