VIG vs FAS

AVIG

BFAS

Measures won4–2VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · FAS $13,574

Lowest cost0.04%VIG · $4 on $10k

Most income7.80%FAS · $780 on $10k

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

Held in common12.9%VIG and FAS

VIG

FAS

Vanguard Dividend Appreciation ETF · $109BDirexion Daily Financial Bull 3X ETF · $2.1B

+20.6%3 years · per year$17,533 · $40,651+59.6%

+11.2%5 years · per year$17,005 · $15,420+9.0%

0.04%Expense ratio$4 · $92 on $10k · lower wins0.92%

1.44%12-mo yield$144 · $780 on $10k7.80%

−7.9%Worst dropSmaller wins−40.9%

10.2%VolatilityLower wins44.4%

4–2VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · FAS

3.9%JPM2.4%

2.5%V1.9%

2.0%MA1.4%

1.6%BAC0.9%

Held in common12.9%

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BFAS	Direxion Daily Financial Bull 3X ETFRead Desk		0.92%	7.80%	+10.3%	+13.0%	+29.5%	+59.6%	+9.0%	−40.9%	$2.1B

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BFAS	Direxion Daily Financial Bull 3X ETFRead Desk		0.92%	7.80%	+10.3%	+13.0%	+29.5%	+59.6%	+9.0%	−40.9%	$2.1B

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

VIG vs FAS

VIG

Vanguard Dividend Appreciation

$17,005

FAS

Direxion Daily Financial Bull 3X

$15,420

MeasureVIGFAS

Fee0.04%0.92%

Cost on $10k a year$4$92

Yield1.44%7.80%

5 years, per year+11.2%+9.0%

3 years, per year+20.6%+59.6%

Worst drop · 1Y−7.9%−40.9%

Volatility · 1Y10.2%44.4%

4–2measures won
VIG first

12.9%

holdings shared

Nov 5, 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 5, 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 5, 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 5, 2026

Overlap: VIG, FAS

Today

12.9%most shared, VIG and FAS

VIGFAS

VIG—12.9%

FAS12.9%—

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

Income After Fees on $10,000

$688most kept, FAS

FAS$780 − $92 = $688

VIG$144 − $4 = $140

KeptFee

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