SSO vs VIG

ASSO

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$19,267SSO · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common31.5%SSO and VIG

SSO

VIG

ProShares - Ultra S&P500 · $6.9BVanguard Dividend Appreciation ETF · $109B

+36.3%3 years · per year$25,327 · $16,669+18.6%

+14.0%5 years · per year$19,267 · $16,243+10.2%

0.88%Expense ratio$88 · $4 on $10k · lower wins0.04%

0.75%12-mo yield$75 · $150 on $10k1.50%

−18.2%Worst dropSmaller wins−7.9%

27.1%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSSO · VIG

5.4%AAPL4.9%

4.2%MSFT4.9%

1.5%AVGO4.3%

1.2%LLY4.1%

Held in common31.5%

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	ASSO	ProShares - Ultra S&P500Read Desk		0.88%	0.75%	+0.5%	+10.9%	+11.8%	+36.3%	+14.0%	−18.2%	$6.9B
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

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	ASSO	ProShares - Ultra S&P500Read Desk		0.88%	0.75%	+0.5%	+10.9%	+11.8%	+36.3%	+14.0%	−18.2%	$6.9B
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

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

SSO vs VIG

SSO

ProShares - Ultra S&P500

$19,267

VIG

Vanguard Dividend Appreciation

$16,243

MeasureSSOVIG

Fee0.88%0.04%

Cost on $10k a year$88$4

Yield0.75%1.50%

5 years, per year+14.0%+10.2%

3 years, per year+36.3%+18.6%

Worst drop · 1Y−18.2%−7.9%

Volatility · 1Y27.1%10.8%

4–2measures won
VIG first

31.5%

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%

$44.9BAssets$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: SSO, VIG

Today

31.5%most shared, SSO and VIG

SSOVIG

SSO—31.5%

VIG31.5%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

SSO$75 − $88 = −$13

KeptFee

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