Compare · 2 funds side by side · dividends reinvested

ROE and VUG

ROEAstoria×VUGVanguard×

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

02 / 04

ROE and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Astoria US Equal Weight Quality Kings ETFUS Stock Styles · Equal weight0.49%0.89%+17.0%+20.1%+23.5%[…]−8.7%15.7%$254M1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$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: ROE 2023 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Astoria US Equal Weight Quality Kings ETF · $254M[…]

ROE

VUG

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

$10,000 five years ago, dividends reinvested · they hold 21.7% in common

ROEMeasureVUG

+17.0%Year to dateJan 1 → Nov 5+0.5%

+20.1%1 yearTotal return−0.6%

+23.5%3 years · per year$10,000 became $18,841 · $18,532+22.8%

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

0.49%Expense ratio$49 · $3 a year on $10k · lower is better0.03%

0.89%Trailing 12-mo yield$89 · $43 a year on $10k0.43%

−8.7%Worst dropSmaller is better−15.1%

15.7%VolatilityLower is calmer19.0%

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

6–1ROE wins

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

More Ways to See the Pairs

ROE vs VUG: Top 5 Holdings

Today

ROE

6.6%in top 5

VUG

in top 545.2%

ROEStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.4%GENnot top 5

1.4%PTCnot top 5

1.4%HASnot top 5

1.3%MCKnot top 5

1.2%PAYCnot top 5

Held in common21.7%

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

ROE vs VUG Returns, Every Period

AstoriaROE

+20.1%

past year

VUGVanguard

−0.6%

past year

ROEVUGFaded: behind in that period

3–0ROE wins

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

ROE vs VUG

YTD

AstoriaROE

+17.0%

VUGVanguard

+0.5%

+17.0%Year to date+0.5%

−8.7%Worst drop · 1Y−15.1%

15.7%Volatility · 1Y19.0%

0.9%Yield0.4%

$254MAssets$233B

4–0ROE wins

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

Cost, Income and Risk

Fees: ROE, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ROE0.49%$49

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

Yields: ROE, VUG

0.89%highest, ROE

FundTrailing yieldYield$10k

ROE0.89%$89

VUG0.43%$43

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

Income After Fees on $10,000

$40most kept, ROE

ROE$89 − $49 = $40

VUG$43 − $3 = $40

KeptFee

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

Overlap: ROE, VUG

Today

21.7%most shared, ROE and VUG

ROEVUG

ROE—21.7%

VUG21.7%—

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

Return vs Bumpiness: 2 ETFs

+20.1%ROE, at 15.7% volatility

ROEWorst drop−8.7%15.7% 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

ROEVUG

+17.0%Year to date+0.5%

0.9%Yield0.4%

+20.1%Past year−0.6%

0.49%Fee0.03%

3–1ROE 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