UTSL vs DGRO

AUTSL

BDGRO

Measures won2–4DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · UTSL $13,244

Lowest cost0.08%DGRO · $8 on $10k

Most income2.36%UTSL · $236 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common6.7%UTSL and DGRO

UTSL

DGRO

Direxion Daily Utilities Bull 3X ETF · $60MiShares Core Dividend Growth ETF · $44.7B

+28.6%3 years · per year$21,279 · $17,571+20.7%

+5.8%5 years · per year$13,244 · $17,131+11.4%

0.98%Expense ratio$98 · $8 on $10k · lower wins0.08%

2.36%12-mo yield$236 · $184 on $10k1.84%

−46.7%Worst dropSmaller wins−6.5%

47.2%VolatilityLower wins10.3%

2–4DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsUTSL · DGRO

2.8%NEE1.2%

1.6%SO0.8%

1.5%DUK0.8%

1.1%AEP0.5%

Held in common6.7%

End-of-day Nov 9, 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	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	AUTSL	Direxion Daily Utilities Bull 3X ETFRead Desk		0.98%	2.36%	+4.6%	−1.5%	−11.8%	+28.6%	+5.8%	−46.7%	$60M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	AUTSL	Direxion Daily Utilities Bull 3X ETFRead Desk		0.98%	2.36%	+4.6%	−1.5%	−11.8%	+28.6%	+5.8%	−46.7%	$60M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UTSL vs DGRO

UTSL

Direxion Daily Utilities Bull 3X

$13,244

DGRO

iShares Core Dividend Growth

$17,131

MeasureUTSLDGRO

Fee0.98%0.08%

Cost on $10k a year$98$8

Yield2.36%1.84%

5 years, per year+5.8%+11.4%

3 years, per year+28.6%+20.7%

Worst drop · 1Y−46.7%−6.5%

Volatility · 1Y47.2%10.3%

4–2measures won
DGRO first

6.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: UTSL, DGRO

Today

6.7%most shared, UTSL and DGRO

UTSLDGRO

UTSL—6.7%

DGRO6.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$176most kept, DGRO

DGRO$184 − $8 = $176

UTSL$236 − $98 = $138

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee