ROM vs VIG

AROM

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$22,582ROM · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common23.5%ROM and VIG

ROM

VIG

ProShares - Ultra Technology · $1.1BVanguard Dividend Appreciation ETF · $109B

+49.5%3 years · per year$33,421 · $17,533+20.6%

+17.7%5 years · per year$22,582 · $17,005+11.2%

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

0.03%12-mo yield$3 · $144 on $10k1.44%

−31.3%Worst dropSmaller wins−7.9%

54.8%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROM · VIG

7.6%MSFT4.9%

9.5%AAPL4.9%

3.1%AVGO4.3%

1.6%CSCO1.9%

Held in common23.5%

End-of-day Nov 4, 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%	0.03%	−0.2%	+35.2%	+21.2%	+49.5%	+17.7%	−31.3%	$1.1B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

End-of-day Nov 4, 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%	0.03%	−0.2%	+35.2%	+21.2%	+49.5%	+17.7%	−31.3%	$1.1B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

End-of-day Nov 4, 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

$22,582

VIG

Vanguard Dividend Appreciation

$17,005

MeasureROMVIG

Fee0.93%0.04%

Cost on $10k a year$93$4

Yield0.03%1.44%

5 years, per year+17.7%+11.2%

3 years, per year+49.5%+20.6%

Worst drop · 1Y−31.3%−7.9%

Volatility · 1Y54.8%10.2%

4–2measures won
VIG first

23.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ROM, VIG, SCHD

Today

23.5%most shared, ROM and VIG

ROMVIGSCHD

ROM—23.5%2.5%

VIG23.5%—14.5%

SCHD2.5%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

ROM$3 − $93 = −$90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee