Compare · 2 funds side by side · dividends reinvested

EQWL and VUG

EQWLInvesco×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,035EQWL · best of the two

02 / 04

EQWL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 100 Equal Weight ETFUS Stock Styles · Equal weight0.30%1.59%+11.3%+14.7%+21.4%+11.2%−7.8%11.4%$2.8B1.3

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: EQWL 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 100 Equal Weight ETF · $2.8B$17,035

EQWL

VUG

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

$10,000 five years ago, dividends reinvested · they hold 23.6% in common

EQWLMeasureVUG

+11.3%Year to dateJan 1 → Nov 5+0.5%

+14.7%1 yearTotal return−0.6%

+21.4%3 years · per year$10,000 became $17,899 · $18,532+22.8%

+11.2%5 years · per year$10,000 became $17,035 · $16,052+9.9%

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

1.59%Trailing 12-mo yield$159 · $43 a year on $10k0.43%

−7.8%Worst dropSmaller is better−15.1%

11.4%VolatilityLower is calmer19.0%

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

6–2EQWL wins

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

More Ways to See the Pairs

EQWL vs VUG: Top 5 Holdings

Today

EQWL

6.4%in top 5

VUG

in top 545.2%

EQWLStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.5%ACNnot top 5

1.3%ISRGnot top 5

1.2%LLYnot top 5

1.2%AMGNnot top 5

1.2%WMTnot top 5

Held in common23.6%

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

EQWL vs VUG Returns, Every Period

InvescoEQWL

+11.2%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

EQWLVUGFaded: behind in that period

3–1EQWL wins

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

EQWL vs VUG

YTD

InvescoEQWL

+11.3%

VUGVanguard

+0.5%

+11.3%Year to date+0.5%

−7.8%Worst drop · 1Y−15.1%

11.4%Volatility · 1Y19.0%

1.6%Yield0.4%

$2.8BAssets$233B

4–0EQWL wins

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

Cost, Income and Risk

Fees: EQWL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

EQWL0.30%$30

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

Yields: EQWL, VUG

1.59%highest, EQWL

FundTrailing yieldYield$10k

EQWL1.59%$159

VUG0.43%$43

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

Income After Fees on $10,000

$129most kept, EQWL

EQWL$159 − $30 = $129

VUG$43 − $3 = $40

KeptFee

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

Overlap: EQWL, VUG

Today

23.6%most shared, EQWL and VUG

EQWLVUG

EQWL—23.6%

VUG23.6%—

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

Return vs Bumpiness: 2 ETFs

+14.7%EQWL, at 11.4% volatility

EQWLWorst drop−7.8%11.4% 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

EQWLVUG

+11.3%Year to date+0.5%

1.6%Yield0.4%

+14.7%Past year−0.6%

0.30%Fee0.03%

3–1EQWL 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