UDN vs VIG

AUDN

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,005VIG · UDN $9,967

Lowest cost0.04%VIG · $4 on $10k

Most income2.99%UDN · $299 on $10k

Smallest drop−5.6%UDN · worst fall in 1Y

Held in common0.0%UDN and VIG

UDN

VIG

Invesco DB US Dollar Index Bearish Fund · $96MVanguard Dividend Appreciation ETF · $109B

+3.6%3 years · per year$11,109 · $17,533+20.6%

−0.1%5 years · per year$9,967 · $17,005+11.2%

0.77%Expense ratio$77 · $4 on $10k · lower wins0.04%

2.99%12-mo yield$299 · $144 on $10k1.44%

−5.6%Worst dropSmaller wins−7.9%

5.6%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUDN · 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	AUDN	Invesco DB US Dollar Index Bearish FundRead Desk		0.77%	2.99%	+0.4%	−1.7%	+0.2%	+3.6%	−0.1%	−5.6%	$96M

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	AUDN	Invesco DB US Dollar Index Bearish FundRead Desk		0.77%	2.99%	+0.4%	−1.7%	+0.2%	+3.6%	−0.1%	−5.6%	$96M

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

UDN vs VIG

UDN

Invesco DB US Dollar Index Bearish Fund

$9,967

VIG

Vanguard Dividend Appreciation

$17,005

MeasureUDNVIG

Fee0.77%0.04%

Cost on $10k a year$77$4

Yield2.99%1.44%

5 years, per year−0.1%+11.2%

3 years, per year+3.6%+20.6%

Worst drop · 1Y−5.6%−7.9%

Volatility · 1Y5.6%10.2%

3–3measures won
level

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: UDN, VIG

Today

0.0%most shared, UDN and VIG

UDNVIG

UDN—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

$222most kept, UDN

UDN$299 − $77 = $222

VIG$144 − $4 = $140

KeptFee

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