Compare · 2 funds side by side · dividends reinvested

SGLC and VUG

SGLCSummit Global Investments×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

SGLC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SGI U.S. Large Cap Core ETFUS Stock Styles · Large cap0.85%0.21%+10.8%+14.6%+21.2%[…]−9.7%15.9%$236M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.5

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: SGLC 2023 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

SGI U.S. Large Cap Core ETF · $236M[…]

SGLC

VUG

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

$10,000 five years ago, dividends reinvested · they hold 53.5% in common

SGLCMeasureVUG

+10.8%Year to dateJan 1 → Nov 5+0.5%

+14.6%1 yearTotal return−0.6%

+21.2%3 years · per year$10,000 became $17,809 · $18,532+22.8%

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

0.85%Expense ratio$85 · $3 a year on $10k · lower is better0.03%

0.21%Trailing 12-mo yield$21 · $43 a year on $10k0.43%

−9.7%Worst dropSmaller is better−15.1%

15.9%VolatilityLower is calmer19.0%

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

4–3SGLC wins

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

More Ways to See the Pairs

SGLC vs VUG: Top 5 Holdings

Today

SGLC

29.5%in top 5

VUG

in top 545.2%

SGLCStockVUG

9.0%NVDA13.5%

7.1%AAPL12.5%

6.0%MSFT9.7%

3.4%GOOGL5.2%

not top 5AVGO4.3%

4.2%AMZNnot top 5

Held in common53.5%

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

SGLC vs VUG Returns, Every Period

Summit Global InvestmentsSGLC

+14.6%

past year

VUGVanguard

−0.6%

past year

SGLCVUGFaded: behind in that period

2–1SGLC wins

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

SGLC vs VUG

YTD

Summit Global InvestmentsSGLC

+10.8%

VUGVanguard

+0.5%

+10.8%Year to date+0.5%

−9.7%Worst drop · 1Y−15.1%

15.9%Volatility · 1Y19.0%

0.2%Yield0.4%

$236MAssets$233B

3–1SGLC wins

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

Cost, Income and Risk

Fees: SGLC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SGLC0.85%$85

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

Yields: SGLC, VUG

0.43%highest, VUG

FundTrailing yieldYield$10k

VUG0.43%$43

SGLC0.21%$21

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

SGLC$21 − $85 = −$64

KeptFee

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

Overlap: SGLC, VUG

Today

53.5%most shared, SGLC and VUG

SGLCVUG

SGLC—53.5%

VUG53.5%—

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

Return vs Bumpiness: 2 ETFs

+14.6%SGLC, at 15.9% volatility

SGLCWorst drop−9.7%15.9% 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

VUGSGLC

+0.5%Year to date+10.8%

0.4%Yield0.2%

−0.6%Past year+14.6%

0.03%Fee0.85%

2–2level

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