Compare · 2 funds side by side · dividends reinvested

RAFE and VUG

RAFEPIMCO×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,342RAFE · best of the two

02 / 04

RAFE and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO RAFI ESG U.S. ETFUS Stock Styles · Large cap0.29%1.42%+25.4%+29.3%+24.8%+12.6%−7.5%11.5%$174M1.3

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 5, 2026 · returns include dividends · since: RAFE 2019 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO RAFI ESG U.S. ETF · $174M$17,342

RAFE

VUG

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

$10,000 five years ago, dividends reinvested · they hold 21.9% in common

RAFEMeasureVUG

+25.4%Year to dateJan 1 → Nov 5+6.3%

+29.3%1 yearTotal return+3.4%

+24.8%3 years · per year$10,000 became $19,421 · $19,712+25.4%

+12.6%5 years · per year$10,000 became $18,090 · $17,153+11.4%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

1.42%Trailing 12-mo yield$142 · $40 a year on $10k0.40%

−7.5%Worst dropSmaller is better−16.1%

11.5%VolatilityLower is calmer18.2%

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

6–2RAFE wins

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

More Ways to See the Pairs

RAFE vs VUG: Top 5 Holdings

Today

RAFE

19.0%in top 5

VUG

in top 545.2%

RAFEStockVUG

not top 5NVDA13.5%

5.4%AAPL12.5%

5.4%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

3.0%JNJnot top 5

2.8%UNHnot top 5

2.4%JPMnot top 5

Held in common21.9%

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

RAFE vs VUG Returns, Every Period

PIMCORAFE

+12.6%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

RAFEVUGFaded: behind in that period

3–1RAFE wins

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

RAFE vs VUG

YTD

PIMCORAFE

+25.4%

VUGVanguard

+6.3%

+25.4%Year to date+6.3%

−7.5%Worst drop · 1Y−16.1%

11.5%Volatility · 1Y18.2%

1.4%Yield0.4%

$174MAssets$233B

4–0RAFE wins

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

Cost, Income and Risk

Fees: RAFE, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

RAFE0.29%$29

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

Yields: RAFE, VUG

1.42%highest, RAFE

FundTrailing yieldYield$10k

RAFE1.42%$142

VUG0.40%$40

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

Income After Fees on $10,000

$113most kept, RAFE

RAFE$142 − $29 = $113

VUG$40 − $3 = $37

KeptFee

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

Overlap: RAFE, VUG

Today

21.9%most shared, RAFE and VUG

RAFEVUG

RAFE—21.9%

VUG21.9%—

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

Return vs Bumpiness: 2 ETFs

+29.3%RAFE, at 11.5% volatility

RAFEWorst drop−7.5%11.5% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

RAFEVUG

+25.4%Year to date+6.3%

1.4%Yield0.4%

+29.3%Past year+3.4%

0.29%Fee0.03%

3–1RAFE wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026