Compare · 3 funds side by side · dividends reinvested

FNDA, VO and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

FNDA, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.6

Schwab Fundamental U.S. Small Company Index ETFUS Stock Styles · Large cap0.25%1.22%+16.3%+20.3%+16.1%+6.9%−9.4%16.2%$9.0B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: FNDA 2013 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab Fundamental U.S. Small Company Index ETF · $9.0B$13,936

FNDA

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,829

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

FNDAMeasure

More Ways to See the Pairs

FNDA vs VO: Top 5 Holdings

Today

FNDA

2.1%in top 5

VO

in top 55.3%

FNDAStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Cost, Income and Risk

Fees: FNDA, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

FNDA0.25%$25

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

Yields: FNDA, VO, VUG

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

VO

+16.3%Year to dateJan 1 → Nov 10+13.6%

+20.3%1 yearTotal return+14.4%

+16.1%3 years · per year$10,000 became $15,632 · $16,445+18.0%

+6.9%5 years · per year$10,000 became $13,936 · $13,829+6.7%

0.25%Expense ratio$25 · $3 a year on $10k · lower is better0.03%

1.22%Trailing 12-mo yield$122 · $135 a year on $10k1.35%

−9.4%Worst dropSmaller is better−8.2%

16.2%VolatilityLower is calmer13.0%

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

3–5VO wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.5%VSXYnot top 5

0.4%ANFnot top 5

0.4%ACHCnot top 5

0.4%FDSnot top 5

0.4%COMPnot top 5

Held in common3.5%

End-of-day Nov 10, 2026 · share of each fund

FNDA vs VO Returns, Every Period

5Y

SchwabFNDA

+6.9%

5 years, per year

VOVanguard

+6.7%

5 years, per year

FNDAVOFaded: behind in that period

3–1FNDA wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

FNDA vs VO

YTD

SchwabFNDA

+16.3%

VOVanguard

+13.6%

+16.3%Year to date+13.6%

−9.4%Worst drop · 1Y−8.2%

16.2%Volatility · 1Y13.0%

1.2%Yield1.4%

$9.0BAssets$103B

3–1VO wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

FNDA1.22%$122

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

FNDA$122 − $25 = $97

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FNDA, VO, VUG

Today

10.2%most shared, VO and VUG

FNDAVOVUG

FNDA—3.5%2.8%

VO3.5%—10.2%

VUG2.8%10.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.3%FNDA, at 16.2% volatility

VOWorst drop−8.2%13.0% vol

FNDAWorst drop−9.4%16.2% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VOFNDA

+13.6%Year to date+16.3%

1.4%Yield1.2%

+14.4%Past year+20.3%

0.03%Fee0.25%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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FNDA, VO and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three