Compare · 2 funds side by side · dividends reinvested

BWQG and MGK

BWQGBurke Wealth Management×MGKVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,746MGK · best of the two

02 / 03

BWQG and MGK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mega Cap Growth ETFUS Stock Styles · Growth0.05%0.37%+0.5%−0.2%+23.1%+10.9%−15.5%19.6%$34.9B1.0

EA Series Trust - BWM Quality Growth ETFUS Stock Styles · Growth0.70%0.00%[…][…][…][…][…][…]$30M2.0

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: BWQG 2026 · MGK 2007

Head to Head

Swap sides Versus in desk

Head to Head

EA Series Trust - BWM Quality Growth ETF · $30M[…]

BWQG

MGK

Vanguard Morningstar Mega Cap Growth ETF · $34.9B$16,746

$10,000 five years ago, dividends reinvested · they hold 33.7% in common

BWQGMeasureMGK

[…]Year to dateJan 1 → Nov 5+0.5%

[…]1 yearTotal return−0.2%

[…]3 years · per year$10,000 became […] · $18,670+23.1%

[…]5 years · per year$10,000 became […] · $16,746+10.9%

0.70%Expense ratio$70 · $5 a year on $10k · lower is better0.05%

0.00%Trailing 12-mo yield$0 · $37 a year on $10k0.37%

[…]Worst dropSmaller is better−15.5%

[…]VolatilityLower is calmer19.6%

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

0–2MGK wins

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

More Ways to See the Pairs

BWQG vs MGK: Top 5 Holdings

Today

BWQG

35.9%in top 5

MGK

in top 545.6%

BWQGStockMGK

9.6%NVDA13.7%

not top 5AAPL12.5%

not top 5MSFT9.5%

7.0%META5.0%

6.8%AMZNnot top 5

6.6%RSPnot top 5

5.9%MUnot top 5

not top 5GOOGL5.0%

Held in common33.7%

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

BWQG vs MGK Returns, Every Period

Burke Wealth ManagementBWQG

[…]

past year

MGKVanguard

−0.2%

past year

Returns […]

BWQGMGKFaded: behind in that period

0–0Level

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

BWQG vs MGK

YTD

Burke Wealth ManagementBWQG

[…]

MGKVanguard

+0.5%

[…]Year to date+0.5%

[…]Worst drop · 1Y−15.5%

[…]Volatility · 1Y19.6%

0.0%Yield0.4%

$30.4MAssets$34.9B

1–0MGK wins

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

Cost, Income and Risk

Fees: BWQG, MGK

Today

0.05%lowest, MGK

FundExpense ratioFee$10k

MGK0.05%$5

BWQG0.70%$70

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

Yields: BWQG, MGK

0.37%highest, MGK

FundTrailing yieldYield$10k

MGK0.37%$37

BWQG0.00%$0

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

Income After Fees on $10,000

$32most kept, MGK

MGK$37 − $5 = $32

BWQG$0 − $70 = −$70

KeptFee

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

Overlap: BWQG, MGK

Today

33.7%most shared, BWQG and MGK

BWQGMGK

BWQG—33.7%

MGK33.7%—

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

Return vs Bumpiness: 2 ETFs

−0.2%MGK, at 19.6% volatility

MGKWorst drop−15.5%19.6% vol

BWQGWorst drop[…][…]

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

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