UGE vs VIG

AUGE

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · UGE $9,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.82%UGE · $182 on $10k

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

Held in common9.1%UGE and VIG

UGE

VIG

ProShares - Ultra Consumer Staples · $12MVanguard Dividend Appreciation ETF · $109B

+19.3%3 years · per year$16,965 · $17,533+20.6%

−2.1%5 years · per year$9,005 · $17,005+11.2%

2.02%Expense ratio$202 · $4 on $10k · lower wins0.04%

1.82%12-mo yield$182 · $144 on $10k1.44%

−21.4%Worst dropSmaller wins−7.9%

31.3%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsUGE · VIG

7.2%WMT2.1%

5.8%COST1.8%

4.9%PG1.5%

4.8%KO1.5%

Held in common9.1%

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	AUGE	ProShares - Ultra Consumer StaplesRead Desk		2.02%	1.82%	+6.7%	+35.8%	+43.8%	+19.3%	−2.1%	−21.4%	$12M

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	AUGE	ProShares - Ultra Consumer StaplesRead Desk		2.02%	1.82%	+6.7%	+35.8%	+43.8%	+19.3%	−2.1%	−21.4%	$12M

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

UGE vs VIG

UGE

ProShares - Ultra Consumer Staples

$9,005

VIG

Vanguard Dividend Appreciation

$17,005

MeasureUGEVIG

Fee2.02%0.04%

Cost on $10k a year$202$4

Yield1.82%1.44%

5 years, per year−2.1%+11.2%

3 years, per year+19.3%+20.6%

Worst drop · 1Y−21.4%−7.9%

Volatility · 1Y31.3%10.2%

5–1measures won
VIG first

9.1%

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: UGE, VIG

Today

9.1%most shared, UGE and VIG

UGEVIG

UGE—9.1%

VIG9.1%—

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

UGE$182 − $202 = −$20

KeptFee

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