ROM vs VIG

AROM

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$18,868ROM · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common24.1%ROM and VIG

ROM

VIG

ProShares - Ultra Technology · $930MVanguard Dividend Appreciation ETF · $109B

+39.9%3 years · per year$27,382 · $16,669+18.6%

+13.5%5 years · per year$18,868 · $16,243+10.2%

0.93%Expense ratio$93 · $4 on $10k · lower wins0.04%

0.04%12-mo yield$4 · $150 on $10k1.50%

−37.3%Worst dropSmaller wins−7.9%

57.3%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROM · VIG

9.3%MSFT4.9%

11.8%AAPL4.9%

3.3%AVGO4.3%

1.8%CSCO1.9%

Held in common24.1%

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%	$930M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

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%	$930M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

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 VIG

ROM

ProShares - Ultra Technology

$18,868

VIG

Vanguard Dividend Appreciation

$16,243

MeasureROMVIG

Fee0.93%0.04%

Cost on $10k a year$93$4

Yield0.04%1.50%

5 years, per year+13.5%+10.2%

3 years, per year+39.9%+18.6%

Worst drop · 1Y−37.3%−7.9%

Volatility · 1Y57.3%10.8%

4–2measures won
VIG first

24.1%

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

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

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

Overlap: ROM, VIG, JEPI

Today

30.7%most shared, VIG and JEPI

ROMVIGJEPI

ROM—24.1%13.6%

VIG24.1%—30.7%

JEPI13.6%30.7%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VIG$150 − $4 = $146

ROM$4 − $93 = −$89

KeptFee

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