Compare · 2 funds side by side · dividends reinvested

DEMZ and VUG

DEMZRAM×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,056DEMZ · best of the two

02 / 04

DEMZ and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.89%+9.1%+10.1%+22.4%+11.3%−12.3%15.4%$69M1.3

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

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: DEMZ 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Democratic Large Cap Core ETF · $69M$17,056

DEMZ

VUG

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

$10,000 five years ago, dividends reinvested · they hold 30.9% in common

DEMZMeasureVUG

+9.1%Year to dateJan 1 → Nov 5+0.5%

+10.1%1 yearTotal return−0.6%

+22.4%3 years · per year$10,000 became $18,355 · $18,532+22.8%

+11.3%5 years · per year$10,000 became $17,056 · $16,052+9.9%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

0.89%Trailing 12-mo yield$89 · $43 a year on $10k0.43%

−12.3%Worst dropSmaller is better−15.1%

15.4%VolatilityLower is calmer19.0%

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

6–2DEMZ wins

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

More Ways to See the Pairs

DEMZ vs VUG: Top 5 Holdings

Today

DEMZ

24.1%in top 5

VUG

in top 545.2%

DEMZStockVUG

4.4%NVDA13.5%

5.0%AAPL12.5%

5.4%MSFT9.7%

not top 5GOOGL5.2%

4.7%Lnot top 5

4.5%COSTnot top 5

not top 5AVGO4.3%

Held in common30.9%

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

DEMZ vs VUG Returns, Every Period

RAMDEMZ

+11.3%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

DEMZVUGFaded: behind in that period

3–1DEMZ wins

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

DEMZ vs VUG

YTD

RAMDEMZ

+9.1%

VUGVanguard

+0.5%

+9.1%Year to date+0.5%

−12.3%Worst drop · 1Y−15.1%

15.4%Volatility · 1Y19.0%

0.9%Yield0.4%

$69.2MAssets$233B

4–0DEMZ wins

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

Cost, Income and Risk

Fees: DEMZ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DEMZ0.45%$45

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

Yields: DEMZ, VUG

0.89%highest, DEMZ

FundTrailing yieldYield$10k

DEMZ0.89%$89

VUG0.43%$43

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

Income After Fees on $10,000

$44most kept, DEMZ

DEMZ$89 − $45 = $44

VUG$43 − $3 = $40

KeptFee

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

Overlap: DEMZ, VUG

Today

30.9%most shared, DEMZ and VUG

DEMZVUG

DEMZ—30.9%

VUG30.9%—

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

Return vs Bumpiness: 2 ETFs

+10.1%DEMZ, at 15.4% volatility

DEMZWorst drop−12.3%15.4% 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

DEMZVUG

+9.1%Year to date+0.5%

0.9%Yield0.4%

+10.1%Past year−0.6%

0.45%Fee0.03%

3–1DEMZ 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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026