Compare · 2 funds side by side · dividends reinvested

BLUX and VUG

BLUXBluemonte×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,052VUG · best of the two

02 / 04

BLUX and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Dynamic Total Market ETFUS Stock Styles · Large cap0.30%1.02%+10.3%+13.0%[…][…]−9.0%14.6%$636M1.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BLUX 2025 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Dynamic Total Market ETF · $636M[…]

BLUX

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BLUXMeasureVUG

+10.3%Year to dateJan 1 → Nov 5+0.5%

+13.0%1 yearTotal return−0.6%

[…]3 years · per year$10,000 became […] · $18,532+22.8%

[…]5 years · per year$10,000 became […] · $16,052+9.9%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

1.02%Trailing 12-mo yield$102 · $43 a year on $10k0.43%

−9.0%Worst dropSmaller is better−15.1%

14.6%VolatilityLower is calmer19.0%

BLUXVUG Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1BLUX wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BLUX vs VUG: Top 5 Holdings

Today

BLUX

99.8%in top 5

VUG

in top 545.2%

BLUXStockVUG

49.1%SPYMnot top 5

29.9%VTWOnot top 5

15.7%ISCVnot top 5

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

5.2%SCHAnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

BLUX vs VUG Returns, Every Period

BluemonteBLUX

+13.0%

past year

VUGVanguard

−0.6%

past year

BLUXVUGFaded: behind in that period

2–0BLUX wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BLUX vs VUG

YTD

BluemonteBLUX

+10.3%

VUGVanguard

+0.5%

+10.3%Year to date+0.5%

−9.0%Worst drop · 1Y−15.1%

14.6%Volatility · 1Y19.0%

1.0%Yield0.4%

$636MAssets$233B

4–0BLUX wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BLUX, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

BLUX0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BLUX, VUG

1.02%highest, BLUX

FundTrailing yieldYield$10k

BLUX1.02%$102

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$72most kept, BLUX

BLUX$102 − $30 = $72

VUG$43 − $3 = $40

KeptFee

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

Overlap: BLUX, VUG

Today

0.0%most shared, BLUX and VUG

BLUXVUG

BLUX—0.0%

VUG0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.0%BLUX, at 14.6% volatility

BLUXWorst drop−9.0%14.6% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BLUXVUG

+10.3%Year to date+0.5%

1.0%Yield0.4%

+13.0%Past year−0.6%

0.30%Fee0.03%

3–1BLUX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026