SOXS vs VIG

ASOXS

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · SOXS $7

Lowest cost0.04%VIG · $4 on $10k

Most income16.71%SOXS · $1,671 on $10k

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

Held in common[…]SOXS and VIG

SOXS

VIG

Direxion Daily Semiconductor Bear 3X ETF · $5.4BVanguard Dividend Appreciation ETF · $109B

−85.3%3 years · per year$32 · $16,669+18.6%

−76.4%5 years · per year$7 · $16,243+10.2%

1.00%Expense ratio$100 · $4 on $10k · lower wins0.04%

16.71%12-mo yield$1,671 · $150 on $10k1.50%

−96.7%Worst dropSmaller wins−7.9%

146.8%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXS · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ASOXS	Direxion Daily Semiconductor Bear 3X ETFRead Desk		1.00%	16.71%	−12.6%	−88.3%	−88.8%	−85.3%	−76.4%	−96.7%	$5.4B

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ASOXS	Direxion Daily Semiconductor Bear 3X ETFRead Desk		1.00%	16.71%	−12.6%	−88.3%	−88.8%	−85.3%	−76.4%	−96.7%	$5.4B

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

SOXS vs VIG

SOXS

Direxion Daily Semiconductor Bear 3X

VIG

Vanguard Dividend Appreciation

$16,243

MeasureSOXSVIG

Fee1.00%0.04%

Cost on $10k a year$100$4

Yield16.71%1.50%

5 years, per year−76.4%+10.2%

3 years, per year−85.3%+18.6%

Worst drop · 1Y−96.7%−7.9%

Volatility · 1Y146.8%10.8%

5–1measures won
VIG first

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%

$44.9BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SOXS, VIG

Today

[…]holdings […]

SOXSVIG

SOXS—[…]

VIG[…]—

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

Income After Fees on $10,000

$1,571most kept, SOXS

SOXS$1,671 − $100 = $1,571

VIG$150 − $4 = $146

KeptFee

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