ULTY vs VIG

AULTY

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income105.73%ULTY · $10,573 on $10k

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

Held in common2.9%ULTY and VIG

ULTY

VIG

YieldMax Ultra Option Income Strategy ETF · $576MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

1.40%Expense ratio$140 · $4 on $10k · lower wins0.04%

105.73%12-mo yield$10,573 · $144 on $10k1.44%

−18.6%Worst dropSmaller wins−7.9%

22.8%VolatilityLower wins10.2%

1–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsULTY · VIG

4.1%LRCX1.8%

5.8%ADI0.9%

3.7%FIX0.3%

Held in common2.9%

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	AULTY	YieldMax Ultra Option Income Strategy ETFRead Desk		1.40%	105.73%	−1.4%	−3.7%	−15.2%	new	new	−18.6%	$576M

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	AULTY	YieldMax Ultra Option Income Strategy ETFRead Desk		1.40%	105.73%	−1.4%	−3.7%	−15.2%	new	new	−18.6%	$576M

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

ULTY vs VIG

ULTY

YieldMax Ultra Option Income Strategy

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureULTYVIG

Fee1.40%0.04%

Cost on $10k a year$140$4

Yield105.73%1.44%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y−18.6%−7.9%

Volatility · 1Y22.8%10.2%

3–1measures won
VIG first

2.9%

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: ULTY, VIG

Today

2.9%most shared, ULTY and VIG

ULTYVIG

ULTY—2.9%

VIG2.9%—

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

Income After Fees on $10,000

$10,433most kept, ULTY

ULTY$10,573 − $140 = $10,433

VIG$144 − $4 = $140

KeptFee

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