ROM vs VYM

AROM

BVYM

Measures won2–4VYM 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 common12.1%ROM and VYM

ROM

VYM

ProShares - Ultra Technology · $962MVanguard High Dividend Yield ETF · $78.9B

+39.9%3 years · per year$27,382 · $17,107+19.6%

+13.5%5 years · per year$18,868 · $16,941+11.1%

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

0.04%12-mo yield$4 · $231 on $10k2.31%

−37.3%Worst dropSmaller wins−6.7%

57.3%VolatilityLower wins10.6%

2–4VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROM · VYM

3.3%AVGO6.9%

1.8%CSCO1.8%

1.2%TXN1.1%

1.1%ORCL1.0%

Held in common12.1%

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%	$962M
2	BVYM	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	DGRO	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	BVYM	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	DGRO	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 VYM

ROM

ProShares - Ultra Technology

$18,868

VYM

Vanguard High Dividend Yield

$16,941

MeasureROMVYM

Fee0.93%0.04%

Cost on $10k a year$93$4

Yield0.04%2.31%

5 years, per year+13.5%+11.1%

3 years, per year+39.9%+19.6%

Worst drop · 1Y−37.3%−6.7%

Volatility · 1Y57.3%10.6%

4–2measures won
VYM first

12.1%

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

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, VYM, DGRO

Today

61.3%most shared, VYM and DGRO

ROMVYMDGRO

ROM—12.1%15.7%

VYM12.1%—61.3%

DGRO15.7%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