UTSL vs VIG

AUTSL

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · UTSL $13,273

Lowest cost0.04%VIG · $4 on $10k

Most income2.38%UTSL · $238 on $10k

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

Held in common2.5%UTSL and VIG

UTSL

VIG

Direxion Daily Utilities Bull 3X ETF · $68MVanguard Dividend Appreciation ETF · $109B

+33.1%3 years · per year$23,577 · $17,533+20.6%

+5.8%5 years · per year$13,273 · $17,005+11.2%

0.98%Expense ratio$98 · $4 on $10k · lower wins0.04%

2.38%12-mo yield$238 · $144 on $10k1.44%

−46.7%Worst dropSmaller wins−7.9%

47.0%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsUTSL · VIG

2.8%NEE0.7%

1.1%AEP0.3%

0.9%SRE0.2%

0.8%ETR0.2%

Held in common2.5%

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	AUTSL	Direxion Daily Utilities Bull 3X ETFRead Desk		0.98%	2.38%	+1.5%	−2.5%	−14.7%	+33.1%	+5.8%	−46.7%	$68M

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	AUTSL	Direxion Daily Utilities Bull 3X ETFRead Desk		0.98%	2.38%	+1.5%	−2.5%	−14.7%	+33.1%	+5.8%	−46.7%	$68M

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

UTSL vs VIG

UTSL

Direxion Daily Utilities Bull 3X

$13,273

VIG

Vanguard Dividend Appreciation

$17,005

MeasureUTSLVIG

Fee0.98%0.04%

Cost on $10k a year$98$4

Yield2.38%1.44%

5 years, per year+5.8%+11.2%

3 years, per year+33.1%+20.6%

Worst drop · 1Y−46.7%−7.9%

Volatility · 1Y47.0%10.2%

4–2measures won
VIG first

2.5%

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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: UTSL, VIG

Today

2.5%most shared, UTSL and VIG

UTSLVIG

UTSL—2.5%

VIG2.5%—

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

Income After Fees on $10,000

$140most kept, UTSL

UTSL$238 − $98 = $140

VIG$144 − $4 = $140

KeptFee

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