SRTY vs VIG

ASRTY

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SRTY $1,635

Lowest cost0.04%VIG · $4 on $10k

Most income6.17%SRTY · $617 on $10k

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

Held in common0.0%SRTY and VIG

SRTY

VIG

ProShares - UltraPro Short Russell2000 · $71MVanguard Dividend Appreciation ETF · $109B

−50.6%3 years · per year$1,208 · $17,533+20.6%

−30.4%5 years · per year$1,635 · $17,005+11.2%

1.10%Expense ratio$110 · $4 on $10k · lower wins0.04%

6.17%12-mo yield$617 · $144 on $10k1.44%

−60.9%Worst dropSmaller wins−7.9%

54.5%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSRTY · VIG

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ASRTY	ProShares - UltraPro Short Russell2000Read Desk		1.10%	6.17%	−4.4%	−39.1%	−41.1%	−50.6%	−30.4%	−60.9%	$71M

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ASRTY	ProShares - UltraPro Short Russell2000Read Desk		1.10%	6.17%	−4.4%	−39.1%	−41.1%	−50.6%	−30.4%	−60.9%	$71M

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

SRTY vs VIG

SRTY

ProShares - UltraPro Short Russell2000

$1,635

VIG

Vanguard Dividend Appreciation

$17,005

MeasureSRTYVIG

Fee1.10%0.04%

Cost on $10k a year$110$4

Yield6.17%1.44%

5 years, per year−30.4%+11.2%

3 years, per year−50.6%+20.6%

Worst drop · 1Y−60.9%−7.9%

Volatility · 1Y54.5%10.2%

5–1measures won
VIG first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SRTY, VIG

Today

0.0%most shared, SRTY and VIG

SRTYVIG

SRTY—0.0%

VIG0.0%—

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

Income After Fees on $10,000

$507most kept, SRTY

SRTY$617 − $110 = $507

VIG$144 − $4 = $140

KeptFee

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