Compare · 2 funds side by side · dividends reinvested

FNDX and VUG

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,587FNDX · best of the two

02 / 04

FNDX and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab Fundamental U.S. Large Company ETFUS Stock Styles · Large cap0.25%1.47%+19.3%+23.0%+22.7%+13.2%−6.0%10.4%$28.0B1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FNDX 2013 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Fundamental U.S. Large Company ETF · $28.0B$18,587

FNDX

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

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

FNDXMeasureVUG

+19.3%Year to dateJan 1 → Nov 6+1.4%

+23.0%1 yearTotal return+0.2%

+22.7%3 years · per year$10,000 became $18,459 · $18,415+22.6%

+13.2%5 years · per year$10,000 became $18,587 · $16,124+10.0%

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

1.47%Trailing 12-mo yield$147 · $42 a year on $10k0.42%

−6.0%Worst dropSmaller is better−15.1%

10.4%VolatilityLower is calmer19.0%

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

7–1FNDX wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FNDX vs VUG: Top 5 Holdings

Today

FNDX

14.5%in top 5

VUG

in top 545.2%

FNDXStockVUG

not top 5NVDA13.5%

4.9%AAPL12.5%

3.3%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

2.4%XOMnot top 5

2.0%AMZNnot top 5

2.0%BRK-Bnot top 5

Held in common23.6%

End-of-day Nov 6, 2026 · share of each fund

FNDX vs VUG Returns, Every Period

SchwabFNDX

+13.2%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

FNDXVUGFaded: behind in that period

4–0FNDX wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FNDX vs VUG

YTD

SchwabFNDX

+19.3%

VUGVanguard

+1.4%

+19.3%Year to date+1.4%

−6.0%Worst drop · 1Y−15.1%

10.4%Volatility · 1Y19.0%

1.5%Yield0.4%

$28.0BAssets$233B

4–0FNDX wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNDX, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

FNDX0.25%$25

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FNDX, VUG

1.47%highest, FNDX

FundTrailing yieldYield$10k

FNDX1.47%$147

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$122most kept, FNDX

FNDX$147 − $25 = $122

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FNDX, VUG

Today

23.6%most shared, FNDX and VUG

FNDXVUG

FNDX—23.6%

VUG23.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.0%FNDX, at 10.4% volatility

FNDXWorst drop−6.0%10.4% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FNDXVUG

+19.3%Year to date+1.4%

1.5%Yield0.4%

+23.0%Past year+0.2%

0.25%Fee0.03%

3–1FNDX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026