ROM vs DGRO

AROM

BDGRO

Measures won2–4DGRO wins · of 6 · 5Y

$10,000 · 5Y$18,868ROM · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common15.7%ROM and DGRO

ROM

DGRO

ProShares - Ultra Technology · $962MiShares Core Dividend Growth ETF · $44.7B

+39.9%3 years · per year$27,382 · $17,593+20.7%

+13.5%5 years · per year$18,868 · $16,835+11.0%

0.93%Expense ratio$93 · $8 on $10k · lower wins0.08%

0.04%12-mo yield$4 · $187 on $10k1.87%

−37.3%Worst dropSmaller wins−6.5%

57.3%VolatilityLower wins10.2%

2–4DGRO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROM · DGRO

9.3%MSFT3.2%

11.8%AAPL3.1%

3.3%AVGO2.2%

1.8%CSCO1.3%

Held in common15.7%

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

All Three

5Y3 funds

#
1	AROM	ProShares - Ultra TechnologyRead Desk	0.93%	0.04%	+2.7%	+16.8%	+9.7%	+39.9%	+13.5%	−37.3%	$962M
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AROM	ProShares - Ultra TechnologyRead Desk	0.93%	0.04%	+2.7%	+16.8%	+9.7%	+39.9%	+13.5%	−37.3%	$962M
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B

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

ROM vs DGRO

ROM

ProShares - Ultra Technology

$18,868

DGRO

iShares Core Dividend Growth

$16,835

MeasureROMDGRO

Fee0.93%0.08%

Cost on $10k a year$93$8

Yield0.04%1.87%

5 years, per year+13.5%+11.0%

3 years, per year+39.9%+20.7%

Worst drop · 1Y−37.3%−6.5%

Volatility · 1Y57.3%10.2%

4–2measures won
DGRO first

15.7%

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: ROM, DGRO, VYM

Today

61.3%most shared, DGRO and VYM

ROMDGROVYM

ROM—15.7%12.1%

DGRO15.7%—61.3%

VYM12.1%61.3%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

DGRO$187 − $8 = $179

ROM$4 − $93 = −$89

KeptFee

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