Compare · 3 funds side by side · dividends reinvested

BWQG, VUG and VOO

BWQGBurke Wealth Management×VUGVanguard×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

BWQG, VUG and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.8

EA Series Trust - BWM Quality Growth ETFUS Stock Styles · Growth0.70%0.00%[…][…][…][…][…][…]$30M3.0

Rank among the three1st → 3rdFee, 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 · VUG 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

BWQG

VUG

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

$10,000 five years ago, dividends reinvested · they hold 31.2% in common

BWQGMeasureVUG

[…]Year to dateJan 1 → Nov 5+0.5%

[…]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%

0.70%Expense ratio$70 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $43 a year on $10k0.43%

[…]Worst dropSmaller is better−15.1%

[…]VolatilityLower is calmer19.0%

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

0–2VUG 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 VUG: Top 5 Holdings

Today

BWQG

35.9%in top 5

VUG

in top 545.2%

BWQGStockVUG

9.6%NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

7.0%METAnot top 5

6.8%AMZNnot top 5

6.6%RSPnot top 5

5.9%MUnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common31.2%

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

BWQG vs VUG Returns, Every Period

Burke Wealth ManagementBWQG

[…]

past year

VUGVanguard

−0.6%

past year

Returns […]

BWQGVUGFaded: behind in that period

0–0Level

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

Stocks vs Core: BWQG vs VOO

YTD

Burke Wealth ManagementBWQG

[…]

VOOVanguard

+8.4%

[…]Year to date+8.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.5%

0.0%Yield1.1%

$30.4MAssets$1.00T

1–0VOO wins

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

Cost, Income and Risk

Fees: BWQG, VUG, VOO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VOO0.03%$3

BWQG0.70%$70

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

Yields: BWQG, VUG, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

VUG0.43%$43

BWQG0.00%$0

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

VUG$43 − $3 = $40

BWQG$0 − $70 = −$70

KeptFee

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

Overlap: BWQG, VUG, VOO

Today

58.2%most shared, VUG and VOO

BWQGVUGVOO

BWQG—31.2%24.7%

VUG31.2%—58.2%

VOO24.7%58.2%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

VUGWorst drop−15.1%19.0% vol

BWQGWorst drop[…][…]

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

Paid More vs Made More

YTD

VOOVUG

+8.4%Year to date+0.5%

1.1%Yield0.4%

+9.8%Past year−0.6%

0.03%Fee0.03%

3–0VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026