URTY vs VIG

AURTY

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · URTY $5,662

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common1.0%URTY and VIG

URTY

VIG

ProShares - UltraPro Russell2000 · $292MVanguard Dividend Appreciation ETF · $109B

+32.8%3 years · per year$23,447 · $16,814+18.9%

−10.8%5 years · per year$5,662 · $16,331+10.3%

1.13%Expense ratio$113 · $4 on $10k · lower wins0.04%

1.04%12-mo yield$104 · $149 on $10k1.49%

−32.6%Worst dropSmaller wins−7.9%

56.0%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsURTY · VIG

0.2%UMBF0.0%

0.1%MATX0.0%

0.1%NPO0.0%

0.1%GATX0.0%

Held in common1.0%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AURTY	ProShares - UltraPro Russell2000Read Desk		1.13%	1.04%	−13.7%	+14.8%	+19.4%	+32.8%	−10.8%	−32.6%	$292M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AURTY	ProShares - UltraPro Russell2000Read Desk		1.13%	1.04%	−13.7%	+14.8%	+19.4%	+32.8%	−10.8%	−32.6%	$292M

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

URTY vs VIG

URTY

ProShares - UltraPro Russell2000

$5,662

VIG

Vanguard Dividend Appreciation

$16,331

MeasureURTYVIG

Fee1.13%0.04%

Cost on $10k a year$113$4

Yield1.04%1.49%

5 years, per year−10.8%+10.3%

3 years, per year+32.8%+18.9%

Worst drop · 1Y−32.6%−7.9%

Volatility · 1Y56.0%10.8%

5–1measures won
VIG first

1.0%

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: URTY, VIG

Today

1.0%most shared, URTY and VIG

URTYVIG

URTY—1.0%

VIG1.0%—

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

URTY$104 − $113 = −$9

KeptFee

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