UPW vs VIG

AUPW

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,517UPW · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income1.78%UPW · $178 on $10k

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

Held in common2.5%UPW and VIG

UPW

VIG

ProShares Ultra Utilities · $13MVanguard Dividend Appreciation ETF · $109B

+25.4%3 years · per year$19,714 · $16,814+18.9%

+10.6%5 years · per year$16,517 · $16,331+10.3%

1.55%Expense ratio$155 · $4 on $10k · lower wins0.04%

1.78%12-mo yield$178 · $149 on $10k1.49%

−32.9%Worst dropSmaller wins−7.9%

31.9%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUPW · VIG

8.3%NEE0.7%

3.2%AEP0.3%

2.4%SRE0.2%

2.3%ETR0.2%

Held in common2.5%

End-of-day Nov 5, 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	AUPW	ProShares Ultra UtilitiesRead Desk		1.55%	1.78%	−1.1%	−0.1%	−7.3%	+25.4%	+10.6%	−32.9%	$13M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AUPW	ProShares Ultra UtilitiesRead Desk		1.55%	1.78%	−1.1%	−0.1%	−7.3%	+25.4%	+10.6%	−32.9%	$13M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UPW vs VIG

UPW

ProShares Ultra Utilities

$16,517

VIG

Vanguard Dividend Appreciation

$16,331

MeasureUPWVIG

Fee1.55%0.04%

Cost on $10k a year$155$4

Yield1.78%1.49%

5 years, per year+10.6%+10.3%

3 years, per year+25.4%+18.9%

Worst drop · 1Y−32.9%−7.9%

Volatility · 1Y31.9%10.8%

3–3measures won
level

2.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: UPW, VIG

Today

2.5%most shared, UPW and VIG

UPWVIG

UPW—2.5%

VIG2.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

UPW$178 − $155 = $23

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee