Compare · 2 funds side by side · dividends reinvested

RUNN and MGK

RUNNRunning Oak Capital×MGKVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,938MGK · best of the two

02 / 04

RUNN and MGK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Running Oak Efficient Growth ETFUS Stock Styles · Growth0.58%0.51%+8.2%+10.2%+13.9%[…]−10.3%14.2%$415M1.3

Vanguard Morningstar Mega Cap Growth ETFUS Stock Styles · Growth0.05%0.35%+6.6%+4.1%+25.8%+12.4%−16.3%18.8%$34.9B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: RUNN 2023 · MGK 2007

Head to Head

Swap sides Versus in desk

Head to Head

Running Oak Efficient Growth ETF · $415M[…]

RUNN

MGK

Vanguard Morningstar Mega Cap Growth ETF · $34.9B$17,938

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

RUNNMeasureMGK

+8.2%Year to dateJan 1 → Nov 4+6.6%

+10.2%1 yearTotal return+4.1%

+13.9%3 years · per year$10,000 became $14,793 · $19,907+25.8%

[…]5 years · per year$10,000 became […] · $17,938+12.4%

0.58%Expense ratio$58 · $5 a year on $10k · lower is better0.05%

0.51%Trailing 12-mo yield$51 · $35 a year on $10k0.35%

−10.3%Worst dropSmaller is better−16.3%

14.2%VolatilityLower is calmer18.8%

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

5–2RUNN wins

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

More Ways to See the Pairs

RUNN vs MGK: Top 5 Holdings

Today

RUNN

10.5%in top 5

MGK

in top 545.6%

RUNNStockMGK

not top 5NVDA13.7%

not top 5AAPL12.5%

not top 5MSFT9.5%

not top 5GOOGL5.0%

not top 5META5.0%

2.2%FCNnot top 5

2.1%0KXM.Lnot top 5

2.1%EFXnot top 5

2.1%FInot top 5

2.0%ACNnot top 5

Held in common2.3%

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

RUNN vs MGK Returns, Every Period

Running Oak CapitalRUNN

+10.2%

past year

MGKVanguard

+4.1%

past year

RUNNMGKFaded: behind in that period

2–1RUNN wins

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

RUNN vs MGK

YTD

Running Oak CapitalRUNN

+8.2%

MGKVanguard

+6.6%

+8.2%Year to date+6.6%

−10.3%Worst drop · 1Y−16.3%

14.2%Volatility · 1Y18.8%

0.5%Yield0.3%

$415MAssets$34.9B

4–0RUNN wins

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

Cost, Income and Risk

Fees: RUNN, MGK

Today

0.05%lowest, MGK

FundExpense ratioFee$10k

MGK0.05%$5

RUNN0.58%$58

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

Yields: RUNN, MGK

0.51%highest, RUNN

FundTrailing yieldYield$10k

RUNN0.51%$51

MGK0.35%$35

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

Income After Fees on $10,000

$30most kept, MGK

MGK$35 − $5 = $30

RUNN$51 − $58 = −$7

KeptFee

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

Overlap: RUNN, MGK

Today

2.3%most shared, RUNN and MGK

RUNNMGK

RUNN—2.3%

MGK2.3%—

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

Return vs Bumpiness: 2 ETFs

+10.2%RUNN, at 14.2% volatility

RUNNWorst drop−10.3%14.2% vol

MGKWorst drop−16.3%18.8% vol

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

Paid More vs Made More

YTD

RUNNMGK

+8.2%Year to date+6.6%

0.5%Yield0.3%

+10.2%Past year+4.1%

0.58%Fee0.05%

3–1RUNN 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