VIG vs FAS

AVIG

BFAS

Measures won4–2VIG wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income8.50%FAS · $850 on $10k

Smallest drop−6.9%SCHD · 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

+18.9%3 years · per year$16,814 · $36,089+53.4%

+10.3%5 years · per year$16,331 · $13,574+6.3%

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

1.49%12-mo yield$149 · $850 on $10k8.50%

−7.9%Worst dropSmaller wins−40.9%

10.8%VolatilityLower wins45.2%

4–2VIG wins

$10,000 · 5 yearsAll three, one 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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BFAS	Direxion Daily Financial Bull 3X ETFRead Desk	0.92%	8.50%	−8.3%	+3.6%	+17.1%	+53.4%	+6.3%	−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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BFAS	Direxion Daily Financial Bull 3X ETFRead Desk	0.92%	8.50%	−8.3%	+3.6%	+17.1%	+53.4%	+6.3%	−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

$16,331

FAS

Direxion Daily Financial Bull 3X

$13,574

MeasureVIGFAS

Fee0.04%0.92%

Cost on $10k a year$4$92

Yield1.49%8.50%

5 years, per year+10.3%+6.3%

3 years, per year+18.9%+53.4%

Worst drop · 1Y−7.9%−40.9%

Volatility · 1Y10.8%45.2%

4–2measures won
VIG first

12.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VIG, FAS, SCHD

Today

14.5%most shared, VIG and SCHD

VIGFASSCHD

VIG—12.9%14.5%

FAS12.9%—0.7%

SCHD14.5%0.7%—

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

Income After Fees on $10,000

$758most kept, FAS

FAS$850 − $92 = $758

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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