UCC vs VIG

AUCC

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · UCC $9,807

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common3.5%UCC and VIG

UCC

VIG

ProShares - Ultra Consumer Discretionary · $10MVanguard Dividend Appreciation ETF · $109B

+25.7%3 years · per year$19,870 · $17,533+20.6%

−0.4%5 years · per year$9,807 · $17,005+11.2%

1.67%Expense ratio$167 · $4 on $10k · lower wins0.04%

1.23%12-mo yield$123 · $144 on $10k1.44%

−29.1%Worst dropSmaller wins−7.9%

39.4%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsUCC · VIG

3.5%HD1.3%

2.9%MCD0.7%

2.0%SBUX0.5%

2.0%LOW0.5%

Held in common3.5%

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

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	AUCC	ProShares - Ultra Consumer DiscretionaryRead Desk		1.67%	1.23%	+8.5%	−2.5%	−6.1%	+25.7%	−0.4%	−29.1%	$10M

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	AUCC	ProShares - Ultra Consumer DiscretionaryRead Desk		1.67%	1.23%	+8.5%	−2.5%	−6.1%	+25.7%	−0.4%	−29.1%	$10M

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

UCC vs VIG

UCC

ProShares - Ultra Consumer Discretionary

$9,807

VIG

Vanguard Dividend Appreciation

$17,005

MeasureUCCVIG

Fee1.67%0.04%

Cost on $10k a year$167$4

Yield1.23%1.44%

5 years, per year−0.4%+11.2%

3 years, per year+25.7%+20.6%

Worst drop · 1Y−29.1%−7.9%

Volatility · 1Y39.4%10.2%

5–1measures won
VIG first

3.5%

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: UCC, VIG

Today

3.5%most shared, UCC and VIG

UCCVIG

UCC—3.5%

VIG3.5%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

UCC$123 − $167 = −$44

KeptFee

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