Compare · 2 funds side by side · dividends reinvested

GVLU and VUG

GVLUGotham×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,052VUG · best of the two

02 / 04

GVLU and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Gotham 1000 Value ETFUS Stock Styles · Value0.65%5.43%+18.5%+25.6%+19.1%[…]−8.5%13.3%$262M1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.6

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: GVLU 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Gotham 1000 Value ETF · $262M[…]

GVLU

VUG

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

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

GVLUMeasureVUG

+18.5%Year to dateJan 1 → Nov 5+0.5%

+25.6%1 yearTotal return−0.6%

+19.1%3 years · per year$10,000 became $16,900 · $18,532+22.8%

[…]5 years · per year$10,000 became […] · $16,052+9.9%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

5.43%Trailing 12-mo yield$543 · $43 a year on $10k0.43%

−8.5%Worst dropSmaller is better−15.1%

13.3%VolatilityLower is calmer19.0%

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

5–2GVLU wins

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

More Ways to See the Pairs

GVLU vs VUG: Top 5 Holdings

Today

GVLU

2.6%in top 5

VUG

in top 545.2%

GVLUStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

0.6%ACNnot top 5

0.5%CCInot top 5

0.5%DDnot top 5

0.5%GMnot top 5

0.5%BBWInot top 5

Held in common1.8%

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

GVLU vs VUG Returns, Every Period

GothamGVLU

+25.6%

past year

VUGVanguard

−0.6%

past year

GVLUVUGFaded: behind in that period

2–1GVLU wins

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

GVLU vs VUG

YTD

GothamGVLU

+18.5%

VUGVanguard

+0.5%

+18.5%Year to date+0.5%

−8.5%Worst drop · 1Y−15.1%

13.3%Volatility · 1Y19.0%

5.4%Yield0.4%

$262MAssets$233B

4–0GVLU wins

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

Cost, Income and Risk

Fees: GVLU, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

GVLU0.65%$65

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

Yields: GVLU, VUG

5.43%highest, GVLU

FundTrailing yieldYield$10k

GVLU5.43%$543

VUG0.43%$43

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

Income After Fees on $10,000

$478most kept, GVLU

GVLU$543 − $65 = $478

VUG$43 − $3 = $40

KeptFee

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

Overlap: GVLU, VUG

Today

1.8%most shared, GVLU and VUG

GVLUVUG

GVLU—1.8%

VUG1.8%—

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

Return vs Bumpiness: 2 ETFs

+25.6%GVLU, at 13.3% volatility

GVLUWorst drop−8.5%13.3% 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

GVLUVUG

+18.5%Year to date+0.5%

5.4%Yield0.4%

+25.6%Past year−0.6%

0.65%Fee0.03%

3–1GVLU 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