VIG vs SRTY

AVIG

BSRTY

Measures won5–1VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · JEPI $14,118

Lowest cost0.04%VIG · $4 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%VIG and SRTY

VIG

SRTY

Vanguard Dividend Appreciation ETF · $109BProShares - UltraPro Short Russell2000 · $76M

+18.6%3 years · per year$16,669 · $1,395−48.1%

+10.2%5 years · per year$16,243 · $1,925−28.1%

0.04%Expense ratio$4 · $110 on $10k · lower wins1.10%

1.50%12-mo yield$150 · $557 on $10k5.57%

−7.9%Worst dropSmaller wins−60.9%

10.8%VolatilityLower wins55.6%

5–1VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · SRTY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
3	BSRTY	ProShares - UltraPro Short Russell2000Read Desk	1.10%	5.57%	−2.6%	−32.5%	−35.2%	−48.1%	−28.1%	−60.9%	$76M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
3	BSRTY	ProShares - UltraPro Short Russell2000Read Desk	1.10%	5.57%	−2.6%	−32.5%	−35.2%	−48.1%	−28.1%	−60.9%	$76M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs SRTY

VIG

Vanguard Dividend Appreciation

$16,243

SRTY

ProShares - UltraPro Short Russell2000

$1,925

MeasureVIGSRTY

Fee0.04%1.10%

Cost on $10k a year$4$110

Yield1.50%5.57%

5 years, per year+10.2%−28.1%

3 years, per year+18.6%−48.1%

Worst drop · 1Y−7.9%−60.9%

Volatility · 1Y10.8%55.6%

5–1measures won
VIG first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: VIG, SRTY, JEPI

Today

30.7%most shared, VIG and JEPI

VIGSRTYJEPI

VIG—0.0%30.7%

SRTY0.0%—0.0%

JEPI30.7%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SRTY$557 − $110 = $447

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee