VIG vs UPRO

AVIG

BUPRO

Measures won4–2VIG wins · of 6 · 5Y

$10,000 · 5Y$19,360UPRO · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common26.2%VIG and UPRO

VIG

UPRO

Vanguard Dividend Appreciation ETF · $109BProShares - UltraPro S&P500 · $4.9B

+18.6%3 years · per year$16,669 · $33,896+50.2%

+10.2%5 years · per year$16,243 · $19,360+14.1%

0.04%Expense ratio$4 · $88 on $10k · lower wins0.88%

1.50%12-mo yield$150 · $88 on $10k0.88%

−7.9%Worst dropSmaller wins−26.8%

10.8%VolatilityLower wins40.9%

4–2VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · UPRO

4.9%AAPL4.4%

4.9%MSFT3.5%

4.3%AVGO1.2%

4.1%LLY1.0%

Held in common26.2%

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	BUPRO	ProShares - UltraPro S&P500Read Desk	0.88%	0.88%	+0.8%	+12.1%	+12.7%	+50.2%	+14.1%	−26.8%	$4.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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	BUPRO	ProShares - UltraPro S&P500Read Desk	0.88%	0.88%	+0.8%	+12.1%	+12.7%	+50.2%	+14.1%	−26.8%	$4.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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 UPRO

VIG

Vanguard Dividend Appreciation

$16,243

UPRO

ProShares - UltraPro S&P500

$19,360

MeasureVIGUPRO

Fee0.04%0.88%

Cost on $10k a year$4$88

Yield1.50%0.88%

5 years, per year+10.2%+14.1%

3 years, per year+18.6%+50.2%

Worst drop · 1Y−7.9%−26.8%

Volatility · 1Y10.8%40.9%

4–2measures won
VIG first

26.2%

holdings shared

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

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VIG, UPRO, SCHD

Today

26.2%most shared, VIG and UPRO

VIGUPROSCHD

VIG—26.2%14.5%

UPRO26.2%—4.8%

SCHD14.5%4.8%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

UPRO$88 − $88 = −$0

KeptFee

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