Compare · 2 funds side by side · dividends reinvested

MSTB and VUG

MSTBLittle Harbor Advisors×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,124VUG · best of the two

02 / 04

MSTB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

LHA Market State Tactical Beta ETFUnsorted1.40%0.39%+5.3%+4.3%+18.8%+6.7%−7.8%12.3%$190M1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.5

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: MSTB 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

LHA Market State Tactical Beta ETF · $190M$13,806

MSTB

VUG

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MSTBMeasureVUG

+5.3%Year to dateJan 1 → Nov 6+1.4%

+4.3%1 yearTotal return+0.2%

+18.8%3 years · per year$10,000 became $16,756 · $18,415+22.6%

+6.7%5 years · per year$10,000 became $13,806 · $16,124+10.0%

1.40%Expense ratio$140 · $3 a year on $10k · lower is better0.03%

0.39%Trailing 12-mo yield$39 · $42 a year on $10k0.42%

−7.8%Worst dropSmaller is better−15.1%

12.3%VolatilityLower is calmer19.0%

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

4–4Level

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

More Ways to See the Pairs

MSTB vs VUG: Top 5 Holdings

Today

MSTB

76.5%in top 5

VUG

in top 545.2%

MSTBStockVUG

76.5%SPYnot top 5

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common0.0%

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

MSTB vs VUG Returns, Every Period

Little Harbor AdvisorsMSTB

+6.7%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

MSTBVUGFaded: behind in that period

2–2Level

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

Unsorted vs Stocks: MSTB vs VUG

YTD

Little Harbor AdvisorsMSTB

+5.3%

VUGVanguard

+1.4%

+5.3%Year to date+1.4%

−7.8%Worst drop · 1Y−15.1%

12.3%Volatility · 1Y19.0%

0.4%Yield0.4%

$190MAssets$233B

3–0MSTB wins

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

Cost, Income and Risk

Fees: MSTB, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

MSTB1.40%$140

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

Yields: MSTB, VUG

0.42%highest, VUG

FundTrailing yieldYield$10k

VUG0.42%$42

MSTB0.39%$39

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

MSTB$39 − $140 = −$101

KeptFee

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

Overlap: MSTB, VUG

Today

0.0%most shared, MSTB and VUG

MSTBVUG

MSTB—0.0%

VUG0.0%—

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

Return vs Bumpiness: 2 ETFs

+4.3%MSTB, at 12.3% volatility

MSTBWorst drop−7.8%12.3% 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

VUGMSTB

+1.4%Year to date+5.3%

0.4%Yield0.4%

+0.2%Past year+4.3%

0.03%Fee1.40%

2–1MSTB 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