Compare · 2 funds side by side · dividends reinvested

QVAL and VUG

QVALAlpha Architect×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,186QVAL · best of the two

02 / 04

QVAL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alpha Architect U.S. Quantitative Value ETFUS Stock Styles · Value0.28%1.35%+35.0%+44.1%+25.0%+15.1%−6.3%14.0%$735M1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: QVAL 2014 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Alpha Architect U.S. Quantitative Value ETF · $735M$20,186

QVAL

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

QVALMeasureVUG

+35.0%Year to dateJan 1 → Nov 4+6.3%

+44.1%1 yearTotal return+3.4%

+25.0%3 years · per year$10,000 became $19,526 · $19,712+25.4%

+15.1%5 years · per year$10,000 became $20,186 · $17,153+11.4%

0.28%Expense ratio$28 · $3 a year on $10k · lower is better0.03%

1.35%Trailing 12-mo yield$135 · $40 a year on $10k0.40%

−6.3%Worst dropSmaller is better−16.1%

14.0%VolatilityLower is calmer18.2%

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

6–2QVAL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QVAL vs VUG: Top 5 Holdings

Today

QVAL

12.2%in top 5

VUG

in top 545.2%

QVALStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

2.5%EMEnot top 5

2.5%VZnot top 5

2.5%LIInot top 5

2.4%ACNnot top 5

2.3%OXYnot top 5

Held in common0.3%

End-of-day Nov 4, 2026 · share of each fund

QVAL vs VUG Returns, Every Period

Alpha ArchitectQVAL

+15.1%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

QVALVUGFaded: behind in that period

3–1QVAL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

QVAL vs VUG

YTD

Alpha ArchitectQVAL

+35.0%

VUGVanguard

+6.3%

+35.0%Year to date+6.3%

−6.3%Worst drop · 1Y−16.1%

14.0%Volatility · 1Y18.2%

1.3%Yield0.4%

$735MAssets$233B

4–0QVAL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QVAL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

QVAL0.28%$28

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: QVAL, VUG

1.35%highest, QVAL

FundTrailing yieldYield$10k

QVAL1.35%$135

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, QVAL

QVAL$135 − $28 = $107

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: QVAL, VUG

Today

0.3%most shared, QVAL and VUG

QVALVUG

QVAL—0.3%

VUG0.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+44.1%QVAL, at 14.0% volatility

QVALWorst drop−6.3%14.0% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

QVALVUG

+35.0%Year to date+6.3%

1.3%Yield0.4%

+44.1%Past year+3.4%

0.28%Fee0.03%

3–1QVAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026