Compare · 2 funds side by side · dividends reinvested

PY and VUG

PYPrincipal×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

PY and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Principal Value ETFUS Stock Styles · Value0.15%1.68%+12.5%+15.5%+17.9%+8.7%−6.2%10.7%$249M1.4

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: PY 2016 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Principal Value ETF · $249M$15,177

VUG

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

$10,000 five years ago, dividends reinvested · they hold 19.7% in common

PYMeasureVUG

+12.5%Year to dateJan 1 → Nov 5+0.5%

+15.5%1 yearTotal return−0.6%

+17.9%3 years · per year$10,000 became $16,401 · $18,532+22.8%

+8.7%5 years · per year$10,000 became $15,177 · $16,052+9.9%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.68%Trailing 12-mo yield$168 · $43 a year on $10k0.43%

−6.2%Worst dropSmaller is better−15.1%

10.7%VolatilityLower is calmer19.0%

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

5–3PY wins

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

More Ways to See the Pairs

PY vs VUG: Top 5 Holdings

Today

18.4%in top 5

VUG

in top 545.2%

PYStockVUG

not top 5NVDA13.5%

9.1%AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

3.4%AMZNnot top 5

2.1%PGnot top 5

2.0%UNHnot top 5

1.9%Vnot top 5

Held in common19.7%

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

PY vs VUG Returns, Every Period

PrincipalPY

+8.7%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

PYVUGFaded: behind in that period

2–2Level

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

PY vs VUG

YTD

PrincipalPY

+12.5%

VUGVanguard

+0.5%

+12.5%Year to date+0.5%

−6.2%Worst drop · 1Y−15.1%

10.7%Volatility · 1Y19.0%

1.7%Yield0.4%

$249MAssets$233B

4–0PY wins

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

Cost, Income and Risk

Fees: PY, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

PY0.15%$15

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

Yields: PY, VUG

1.68%highest, PY

FundTrailing yieldYield$10k

PY1.68%$168

VUG0.43%$43

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

Income After Fees on $10,000

$153most kept, PY

PY$168 − $15 = $153

VUG$43 − $3 = $40

KeptFee

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

Overlap: PY, VUG

Today

19.7%most shared, PY and VUG

PYVUG

PY—19.7%

VUG19.7%—

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

Return vs Bumpiness: 2 ETFs

+15.5%PY, at 10.7% volatility

PYWorst drop−6.2%10.7% 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

PYVUG

+12.5%Year to date+0.5%

1.7%Yield0.4%

+15.5%Past year−0.6%

0.15%Fee0.03%

3–1PY 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